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Life Insurance Assistant

Toronto, ON, Canada
October 04, 2019

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Tel: 647-***-**** E-mail:


Cass Business School, London, UK MSc Actuarial Science 77.55% 2018-2019

• Awarded Cass Haberman Fund Scholarship (2 in 33, recipients must demonstrate academic excellence)

• Approved CT1 to CT8 exemptions, equivalent to P, FM, LTAM, STAM, IFM, and VEEs in SOA

• Experienced user in Excel/VBA, R, (actuarial modeling software), Bloomberg and Morningstar Queen’s University, Kingston, Canada BSc Statistics and Economics 3.83 2014-2018

• Awarded Queen’s Excellence Scholarship (recipient must have a class average between 90-94.9%)

• Placed in Dean’s Honour List from 2015 to 2018


Goliath Advisory, London, UK Jun 2019-Sep 2019

Summer Intern

• Demonstrated strong statistical and financial analysis ability, sold analytical thinking and problem-solving skills and working knowledge of office software and applications by completing the pricing analysis and financial report of the project

• Examined the sustainability and applicability of the project by assessing different sources of market information, setting reasonable and prudent future assumptions and creating 5-year projection plans

• Produced reports to CCO with meticulous attention to details, developed solid communication skills in both written and verbal by conveying complex concepts in understandable terms to executives

• Proved ability to work independently as well as a key player of a team; minimized the task completion time by prioritizing multiple tasks while maintaining focus and high quality; received positive feedback from COO regarding my working performance

Cass Business School, London, UK Jan 2019-May 2019 Research Assistant

• Collaborated with institutes and authorities to help SMEs to identify development strategies and business core values by collecting monthly data and building project database in google drive and excel

• Assessed the collected data following the scientific method scoring scheme; developed the ability to document and manage records, to detect trends, and to formulate solutions

• Assisted program lecturers and coordinators to organize weekly training programs and monthly events, to interact with SMEs, and to deliver short presentations during program Queen’s University, Kingston, Canada Jan 2018-Apr 2018 Teaching Assistant (TA)

• Simplified technical concepts and adapted explanations tailored to the needs of students; delivered one- on-one and group appointment session with students throughout the course

• Proved time management and organizational skills by reducing the tests grading time down to 2 weeks FACE International Kindergarten, Beijing, China May 2014-Aug 2014 Business Development Intern

• Demonstrated the initiative and self-starter spirit to organize open-house events in collaboration with diverse individuals to expand school’s networks and to improve the reputation within the community ADDITIONAL INFORMATION

IT Skills:

• Excel/VBA: stock simulations, pension scheme cash flow simulation, experience in reinsurance modeling, profit-testing and sensitivity analysis

• R: Linear regression, survival analysis, time series, Copula modeling and analysis of risk management

• Life insurance model building to calculate reserves and premiums for endowment assurance

• In progress: SAS, Python, SQL

Languages: Mandarin and English (Native/Fluent), Cantonese (Business) Achievements and Interests:

• Volunteered as an orientation-week leader to mentor over 15 exchange students during induction week

• Club: Active member of Cass Chinese Student Society - Marketing

• Hobbies: Running, Marathon, Travelling, Cooking and Handcrafts

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