Investment Management Intern

Jacky Liu

647-***-**** ********.***@****.********.** 252 Victoria Street, Toronto, ON

EDUCATION

University of Toronto – Rotman Commerce Toronto, Canada Bachelor of Commerce – Specialist in Finance and Economics Expected Graduation Dec 2020 Minor in Computer Science and Environmental Economics, sGPA 3.33/4.0

TD Impact Investment Challenge 2016 (1st Place); RCIG Social Consulting Challenge 2017 (1st Place); Rotman Portfolio Management Competition 2018 (1st Place); Citadel Algo Trading Competition 2019 (Finalist); Correlation One – Terminal Live Datathon (Finalist) PROFESSIONAL EXPERIENCE

Future Impact Toronto, Canada

Investment Management Virtual Intern July 2020 – Aug 2020

Built 3-statement operating models and performed comparable multiples and discounted cash flow (DCF) analysis to determine the intrinsic value of various North American and Australian equities

Performed detailed bottom-up investment analysis on AAPL Inc. (“Apple”) and BHP Group Limited

(“BHP”) encompassing company’s business model, economic moats, and risks KPMG Toronto, Canada

Data Analytics Consulting Virtual Intern May 2020 – June 2020

Performed explanatory data analyses using excel, prepared and analyzed historical data, and identified patterns and insights and communicated findings via visualization (PowerPoint and Tableau) tools to clients

Developed models to determine ideal target customer segmentation with the highest value add to the bottom line using RFM analysis and recommended marketing and growth strategies for the client accordingly Crypto Oracle New York City, USA

Venture Capital Summer Analyst June 2018 – Aug 2018

Analyzed and valued specific investment opportunities for early stage Blockchain projects after determining key operating metrics, potential risks, cost drivers, and burn rates matched with runway

Conducted interviews/due diligence on potential investments and comprehensive industry/company analysis on 6 new ventures in the Healthcare Blockchain space

Developed a database for Blockchain Healthcare ICOs; improved data process efficiency by 25% EXTRACURRICULAR EXPERIENCE AND PERSONAL PROJECTS

Machine Learning Projects Toronto, Canada

Machine Learning Case Study Jan 2020 – Apr 2020

Utilized unsupervised learning to perform k-clustering on 122 countries according to their risk in foreign investments; Supervised by Raymond Kan

Developed the algorithm to measure risk and correlation based on GDP growth rate, Corruption Index, Peace Index, and Legal Risk Index

Futures and Options Machine Learning project Sept 2018 – Jan 2019

Researched & developed a neural network model using python to better understand the relationship between equity returns and volatility surface proposed by Hull and White (2017)

Developed the learning algorithm to train the set estimate model parameters using unstructured data BMO Financial Group Finance Research and Trading Lab Toronto, Canada Lab Assistant - Research Database Specialist Apr 2016 – Apr 2020

Researched and compiled equity and money market securities data for industry professionals and professors using industry programs including Bloomberg, CapIQ, and Factset

Developed market simulated cases for the Rotman International Trading Competition focused on Equity Valuation, Sales & Trading, and Commodities with current macroeconomic events SKILLS & INTERESTS

Program Efficiency: Bloomberg, FactSet, Capital IQ, Microsoft Office Suite, Python, MATLAB, VBA, SQL

Activities: UofT Division 3 Intramurals (Basketball), UofT Poker Club, UofT Boxing Club

Interests: Snowboarder, chess (rank 1240), avid poker player, self-barber, car enthusiast, Raptors fan

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