Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline
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Chenyang Su

Chenyang Su

Summary

  • 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
  • Investment Funds in Canada Course, 2017

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Copper Trading Operator

Trafigura
05.2022 - 08.2022

Equities Operation Specialist

China International Capital Corp
10.2020 - 05.2022

Pension Analyst

Morneau Shepell
09.2019 - 02.2020

Financial Service Representative

Canadian Imperial Bank of Commerce
12.2017 - 09.2019

MBA -

University College London

Bachelor of Science - Mathematics

University of Alberta
Chenyang Su