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Richmond, BC V7E 3H2 ca.linkedin.com/in/joeip acr3bi@r.postjobfree.com EDUCATION

University of British Columbia Vancouver, BC

Bachelor of Commerce, Sauder School of Business Expected December 2015

Specialization: Finance, Capital Markets Training Program, FMP, 3.5 GPA

Academic Highlights: Creative Writing (90%); Introduction to Finance (92%), Principles of Microeconomics (94%); Principles of Macroeconomics (95%); Strategic Business Management (87%) WORK & LEADERSHIP EXPERIENCE

BMO Capital Markets Vancouver, BC

Fixed Income Sales and Trading Summer Analyst May 2015 – September 2015

Calculated bond prices and associated hedge products during live trades; specifically duration-neutral spread trades and cash-weighted trades

Facilitated the bidding of money market new issue products between traders and the issuer

Matched, ticketed, and allocated trades by managing internal inventory platforms, Candeal, and Bloomberg chat rooms; re-confirmed trades through meticulous blotter management and liaising with back-office

Arranged and managed the roadshows of the Sleep Country and Acasta IPOs, as well as various research analyst marketing events for the Institutional Equities Sales desk Morgan Stanley Vancouver, BC

Fixed Income & Commodities Co-op Junior Analyst January 2015 – April 2015

Structured complex and customized derivative products, particularly commodity swaps and forwards for the Western North American Power and Natural Gas origination desk

Back-tested trades, the efficacy of financial hedges and commodity hedges, as well as new trade ideas

Conducted regulatory market research and provided general support, such as data-mining and data manipulation, as well as RFPs and client memorandums for the origination team Instream Energy Systems Vancouver, BC

Project Finance Summer Analyst July 2014 – September 2014

Constructed project finance models to value 15 hydrokinetic alternative energy projects; conclusions drawn are used to determine the level of financing and capital structure for SPVs

Conducted due diligence on 3 pipeline projects and assisted in the development of the $20MM annual budget for Board of Directors’ approval

Authored the project finance valuation model instructions manual for stakeholders and analysts IVEST Consumer Partners Vancouver, BC

Private Equity Research Analyst (Intern) July 2013 – October 2013

Conducted business research on 20 privately owned companies per week based on a rigorous top-down value oriented approach using various databases; pitched to senior associates and partners

Analyzed 12 business profiles focused on annual revenue, profit margins, and growth Pacific Venture Capital Conference and Competition Vancouver, BC Chairperson July 2015 – Present

Leading a team of 12 students to organize the largest student-run venture capital conference in Canada

Acquiring $55,000 in sponsorship funding to execute a competition that includes students from over 70 universities globally, as well as high profile keynote speakers and judges such as stars from Dragon’s Den SKILLS, ACTIVITIES & INTERESTS

Language Skills: Fluent in Cantonese and intermediate proficiency in Mandarin Technical Skills: Proficient in Excel, PowerPoint, Bloomberg, Capital IQ, VBA, CFA I Candidate Activities: Young Investor Program, 2nd place in hEDGE Finance Competition, Writer for student newspaper Interests: Writing, Varsity Swim Team (2010 District Champion), hockey, poker, humour, trading

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