Overview
Work History
Education
Skills
Languages
Timeline
Generic

Allen Zha

Overview

7
7
years of professional experience
7
7
years of post-secondary education

Work History

Asset Management Intern

Scotia Wealth Management
05.2024 - 08.2024
  • Spearheaded development and modeling of sample investment portfolios to support strategic asset allocation and risk management
  • Assisted senior wealth advisors with administrative tasks in managing a total asset portfolio valued at $1.1 billion
  • Gained significant insights into client relations, participating in client meetings and helping tailor investment strategies

Chief Electoral/Returning Officer

Queen's Arts And Science Undergraduate Society
Kingston, ON
09.2022 - 04.2024
  • Managed a candidate pool of over 80 students each semester
  • Implemented dispute resolution mechanisms for electoral process
    integrity, enhancing election transparency and accountability; reducing election non-compliance by 80%
  • Adjudicated electoral disputes to ensure compliance with campaign
    regulations
  • Introduced financial and operational efficiencies by streamlining
    candidate management and internal expenditure, cutting operational cost by 10%.

Summer Analyst Intern

TD Bank
New York, NY
05.2023 - 06.2023
  • Provided analytical support to the Public Finance team, while assisting in the preparation of modeling and other financial analysis
  • Assisted teams in the preparation of proposals and pitch books for prospective and current clients
  • Gained significant insights on financial modelling and exposure to the sales and trading of securities

Co-founder & Chief Operator

OTLF
Toronto, Ontario
02.2017 - 11.2019
  • Co-founded the SickKids-Hospital-affiliated charity that aims to raise funds for equipment purchases.
  • Organized and Managed three major fundraising events involving 200+ participants that accumulated over $100,000 in donation.
  • Acknowledged by the Premier of Ontario Doug Ford and the former Governor General of Canada Julie Payette.
  • Commemorated by the SickKids hospital and SickKids Foundation in the form of a permanent plaque of recognition on the donor wall.

Campaign Assistant

Liberal Party of Canada
07.2018 - 10.2019
  • Volunteered for MPs of Willowdale and Don Valley West.
  • Conducted political canvases with a focus on voter research and demographic analysis
  • Assembled with constituency youth councils and campaign teams to develop targeted marketing strategies for key demographics.

Administrative Assistant

Liberal Party of Canada
09.2017 - 01.2019
  • Volunteered for the MP of Don Valley North.
  • Streamlined data management processes and synthesized constituent feedbacks for improved response strategies and efficiency.
  • Managed the riding database systems for enhanced data analysis and reporting, supporting strategic decision-making

Education

Bachelor of Arts Honours - Applied Economics

Queen’s University
Kingston, ON
09.2020 - Current

Certificate in Business - Accounting And Finance

Queen’s University
Kingston, ON
06.2021 - 08.2022

Certificate in Law -

Queen’s University
Kingston, ON
06.2021 - 04.2022

Certificate in Data Analytics -

Queen’s University
Kingston, ON
06.2024 - 06.2025

Skills

    - Python

- Data Management/Analysis (Microsoft Excel, Google Sheets, Stata)

- Visual Presentation (Microsoft Powerpoint, Google Slides, Prezi)

- Document (Microsoft Words, Google Doc)

- Accounting (Operational and Managerial)

- Legal Knowledge (International Law, Corporate Law, and IP Law)

- Financial Analysis (Excel Data Modelling)

- Portfolio Management (GPAG, SIP)

- Relationship Management

Languages

English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
French
Limited Working
Chinese (Cantonese)
Limited Working

Timeline

Certificate in Data Analytics -

Queen’s University
06.2024 - 06.2025

Asset Management Intern

Scotia Wealth Management
05.2024 - 08.2024

Summer Analyst Intern

TD Bank
05.2023 - 06.2023

Chief Electoral/Returning Officer

Queen's Arts And Science Undergraduate Society
09.2022 - 04.2024

Certificate in Business - Accounting And Finance

Queen’s University
06.2021 - 08.2022

Certificate in Law -

Queen’s University
06.2021 - 04.2022

Bachelor of Arts Honours - Applied Economics

Queen’s University
09.2020 - Current

Campaign Assistant

Liberal Party of Canada
07.2018 - 10.2019

Administrative Assistant

Liberal Party of Canada
09.2017 - 01.2019

Co-founder & Chief Operator

OTLF
02.2017 - 11.2019

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Allen Zha