Overview
Work History
Education
Skills
Accomplishments
Timeline
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ALICE CHEN

Overview

4
4
years of professional experience

Work History

Finance Executive

University of Toronto Cryptocurrency 101 Club
05.2025 - Current
  • Researched and identified funding opportunities; supported applications to 20+ student and external funds with a target 50% approval rate
  • Helped secure thousands of dollars in annual funding through grant writing, sponsorship outreach, and budget planning
  • Collaborated with VP Finance to prepare detailed budgets, track event expenses, and forecast financial needs for large-scale initiatives
  • Partnered with executives to align financial strategy with marketing, sponsorships, and event execution, ensuring efficient resource allocation
  • Developed skills in budgeting, financial analysis, and funding research while contributing to long-term club sustainability

Peer Tutor

A-Level Mathematics & Economics
09.2022 - 06.2024
  • Delivered 1-on-1 tutoring in A-Level Further Mathematics, Statistics, and Economics to improve academic performance
  • Reinforced problem-solving skills and exam strategies, guiding students toward higher grades and stronger conceptual understanding
  • Assisted struggling students with homework assignments, clarifying confusing concepts from class and providing supplementary materials for further study

Team Captain

Wharton Global Investment Competition
07.2022 - 05.2023
  • Led a 5-member team in designing a long-term investment strategy and managing a $100,000 simulated portfolio
  • Conducted equity research, financial modeling, and risk analysis to optimize returns and align with competition objectives
  • Ranked in the global Top 3% among 5,000+ teams, recognized for portfolio performance, risk management, and strategic planning

Summer Intern

CITIC Group
06.2021 - 08.2021
  • Rotated across banking and securities departments, gaining exposure to financial markets, client services, and industry operations
  • Assisted in preparing market research reports on dynamics and client profiles, providing analysis to support senior analysts
  • Analyzed financial data sets and presented findings to department staff, contributing to decision-making processes

Google Data Analytics Capstone Project
05.2025
  • Cleaned and analyzed large-scale datasets using R and spreadsheets to support data-driven decision-making
  • Built dashboards and summary tables to highlight business insights across multiple scenarios
  • Completed the end-to-end data analysis cycle: ask, prepare, process, analyze, and share

Education

Bachelor - Mathematics and Statistics

University of Toronto - St.George Campus
Toronto, ON
06-2028

Skills

  • Python programming
  • Statistical modeling
  • Excel data analysis skills
  • SQL data manipulation

Accomplishments

  • Bloomberg Market Concepts (BMC)
  • AMC 12 (American Mathematics Competition) – global Top 1%, qualified for AIME
  • Google Data Analytics Professional Certificate/ Excel Skills for Business/ Python for Everybody Specialization
  • Varsity Fencing Athlete – Compete at national-level tournaments in foil

Timeline

Finance Executive

University of Toronto Cryptocurrency 101 Club
05.2025 - Current

Google Data Analytics Capstone Project
05.2025

Peer Tutor

A-Level Mathematics & Economics
09.2022 - 06.2024

Team Captain

Wharton Global Investment Competition
07.2022 - 05.2023

Summer Intern

CITIC Group
06.2021 - 08.2021

Bachelor - Mathematics and Statistics

University of Toronto - St.George Campus

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ALICE CHEN