As a highly capable and self-starting professional, I possess strong communication, organization, and initiative skills. Strong qualitative and quantitative analytical skills and be able to manage multiple work streams simultaneously. Detailed oriented, self-motivated and dedicated. Excellent quick learner with flexibility and adaptability.

Career Track

Illustrated strong finance background as well as outstanding analytical and problem solving skills.

Developed a high degree of communication and service skills through interacting with customers.

Currently perusing SAS Certified Base Programmer for SAS 9 Credentials.

Demonstrated high degree of integrity and confidentiality.

Proven ability to manage multiple priorities while meeting deadlines and delivering quality results.

Proven ability to wok both independently and as part of an integrated team.

Bilingual proficiency in English and Chinese (Mandarin & Cantonese).

Certifications

Enrolled in Charted Financial Analyst (CFA) program.

Completed Charted Financial Analyst (CFA) level 1.

Completed Financial Risk Manager (FRM) program part 1.

Training

Society of Actuaries – Exam P, Exam FM

Bloomberg Essentials Training Program

Education

Bachelor of Mathematics/Financial Analysis and Risk Management, University of Waterloo (2016)

Technical Skills

Programming experience with MATLAB, Python, MySQL, R, and Bloomberg.

SAS Certified Base Programmer for SAS 9 Credentials.

Proficiency in MS Office (Word, Excel (Pivot Table, VLookup), PowerPoint) and VBA.

FINANCIAL PLANNING Internship 2016

Investors Group, North York

Organized client files, consultant files and compliance files for division director.

Attended internal financial consultant training on life insurance, risk management, mortgage planning, tax planning, investment and financial related regulations and policy.

Practiced how to approach clients and how to prepare financial report for clients using in-house system.

Proactive in job development by searching resume online and recruit suitable candidates by sending emails and making cold calls.

Conducted interviews with prospective financial advisors.

Helped with preparing paper work for established financial consultants.

Prepared marketing materials for financial planning presentations with business development coordinator.

FINANCIAL PLANNING ASSOCIATE 2013

MINSHENG BANKING CORPORATION LTD., CHINA

Developed a high degree of communication and service skills by interacting with customers, and providing details on rules and income streams of investment products.

Provided accurate and plain-language details regarding provisions in indenture of investments products, including minimum investment amount, maturity, and strategy.

Gained experience with hedge funds and bonds, understanding the nuances of each and special rules and considerations.

Collaborated with the branch manager to ensure details provided were correct and aligned with the directives of the financial institution.

Analyzed and compared investment products by calculating simple interest and discount rates.

Monitored clients’ portfolio on a weekly bases.

Presented and calculated rates of return using the prospectus, modified details, and created specific calculations depending on customer requirements.

Operated and worked with an in-house financial calculation software system.

Worked with additional banking services, including deposits, withdrawals, foreign currency exchange, and providing details to customers, which increased branch revenues.

PROJECT MEMBER 2014

PORTFOLIO OPTIMIZATION

Extracted the daily history value of all stocks in the SPTSX60, from 2000 until 2014. Leveraged Bloomberg Terminal for data extraction.

Utilized additional software tools, including R and Excel functionalities, to calculate rates of return, Beta coefficients, and Sharpe Ratios of different stocks.

Constructed portfolio to optimize rates of return and minimize risks by using R.

Gained experience with data manipulation through the extraction of useful and relevant data. Arranged data in an easy-to-read fashion, and calculated relevant values.

Constructed portfolio using R software to plot graphs and read data. Utilized knowledge of Frontier and Sharpe Ratio to construct data.

Ended the project with a positive performance grade and notes.

PROJECT MEMBER 2012 – 2013

BUSINESS NEW VENTURE PROJECTS

Played a key role in a leadership position in a new venture by providing valuable input and ideas on photochromic car glass. During the first phase of the project, acted as team leader for five members.

Improved project management, communication, and conflict management skills required to keep the program on track and ensure dedicated milestones were completed.

Analyzed business environment and project availability through PEST model and Porter’s Five Forces model.

Developed business reporting and writing skills, designed a survey, and gained experience on pitching, presenting, and selling a new business.

Constructed formal and informal business reports, preliminary reports, business plans, Gel analysis, and business models.

The outcome of the project was positive and achieved desired results.

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