Seasoned professional with 6 years of experience in the Canadian and Chinese financial markets, adept at handling diverse financial instruments such as equities, mutual funds, and derivatives
Showcased exceptional prowess in effectively communicating and presenting stock ideas and market perspectives to investment professionals and institutional clients
Proven track record of thriving in a team-oriented environment, consistently delivering outstanding performance in high-pressure settings
Proficient in Wind, Python, MS Office, proficiently managing extensive data sets while demonstrating meticulous attention to detail
Overview
5
5
years of professional experience
4
4
Certification
Work History
Copper Trading Operator
Trafigura
05.2022 - 08.2022
Demonstrated exceptional precision in daily hedge calculations, successfully computing minimum of three trades per day, each involving over 1000 tons of copper, with trade values exceeding $8 Million
Executed comprehensive due diligence research, encompassing evaluation of counterparties' qualifications, regional policies, copper industry trends, and foreign exchange projections
Cultivated and sustained relationships with prospective factory clients, actively supporting trading team in driving revenue expansion across Asian market
Equities Operation Specialist
China International Capital Corp
10.2020 - 05.2022
Led and organized system projects within Equities Department, assisted institutional clients under timely manner, increased revenue for Equities Department by ¥700 Million
Develop trading platform with IT to fulfill Trading strategies needs, business requirements and clients' standards; delivered high-standard customer service and provided financial strategies and recommendations for institutional clients under independent environment
Facilitated clients' and market's challenges through cross-department collaboration with Legal, Compliance, and Risk departments
Liaised with Chinese regulatory agencies, Shanghai and Shenzhen Exchange to ensure compliance guidelines were fulfilled
Contributed to production of presentation materials and conference calls, and prepared weekly 20+ one-page reports using internal data models and conducted market and company research for ad hoc projects and due diligence
Pension Analyst
Morneau Shepell
09.2019 - 02.2020
Performed 70+ standard pension benefit calculations weekly in accordance with plan rules and legislative requirement, analyzed and evaluated existing compensation and benefits programs and recommended improvements
Fast paced Environment, strong ability to supervised accuracy of team members' calculations, and manage priorities for daily work
Assisted with design and implementation of various employee benefits programs
Financial Service Representative
Canadian Imperial Bank of Commerce
12.2017 - 09.2019
Achieved CIBC Top 10% Achiever on 2018 and 2019 leader board and exceeded 200% investment target
Enhanced Excel-based Financial Analysis tools to provide comprehensive analysis on clients’ financial situation including asset and liabilities management, discounted cash flow, credit planning
Analyzed investment portfolios’ asset allocation, revenue attribution, profit and loss history, and created benchmarks; provided professional investment recommendations to clients based on analytic results
Education
MBA -
University College London
Beijing, CN
12.2023
Bachelor of Science - Mathematics
University of Alberta
Edmonton, CA
06.2017
Skills
Capital Market Trends
Timing Optimization
Customer Accounts Management
Issue Resolution
Equity Markets
Critical Thinking
Industry Securities Evaluations
Certification
CFA Level I candidate & FRM Level II candidate, 2022
CSRC licenses (The securities qualification certificate),2021
AMAC licenses( Fund qualification exam), 2021
FRM Level I, 2019
SAS Advanced Programming, SAS BASE Programming, 2017