DANIELLE DENG
Toronto,ON
Summary
Use the financial and economic statistical expertise and analytical skills to become an outstanding investment analyst and contribute to the growth and success of a dynamic financial institution. For the Long-term goal, is to become an experienced investment expert with a reputation for providing strategic insights and excellent investment advice. Have operational foundations in financial analysis, market research, and portfolio management, and have spent a long time learning from outstanding predecessors to provide valuable insights and drive smart investment strategies.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Investment Banking Analyst Internship
BMO Investments
02.2022 - 06.2022
- Collaborated with team on GE&GM financial reports ,portfolio performance and risk assessment. Developed financial projections and forecasts to guide investment decisions. Created and revised financial strategy opinions to optimize portfolio performance and reduce risk.
- Coordinated with financial advisors to develop long-term investment strategies for GE&GM.
- With $1million investment fund, it came out 20% profit earning. Also, we improved emergency resolution processes to save time for future.
Global Investment Research Intern
J.p. Morgan & Company
02.2021 - 05.2021
- Reading and updating financial spreadsheets and databases for Saudi Aramco, Unilever and Sanofi everyday to maintain accurate and reliable.
- Analyzed the financial data and discussed with senior management twice a week.
- Tracked financial transactions to update balance sheets with accurate, current information. Made analysis report of Saudi Aramco, Unilever and Sanofi separately from financial and economic side.
- Improved emergency resolution processes to save time.
Education
Bachelor of Arts - Economics And Statistics
University of Toronto
Toronto, ON07.2024
High School Diploma -
Malvern High School
China06.2020
Skills
- Corporate and bond market Law, knowing strict boundaries of transactions
- Financial Modelling, using knowledge of statistics to create models for investment
- Financial Forecasting, based on past market situation and report to approach optimization investment return
- Communication skill, good at efficient contacting with different background working partner
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Certification
- CFA(Chartered Financial Analyst)
- CPA(Chartered Professional Accountant )
Timeline
Investment Banking Analyst Internship
BMO Investments
02.2022 - 06.2022
Global Investment Research Intern
J.p. Morgan & Company
02.2021 - 05.2021
Bachelor of Arts - Economics And Statistics
University of Toronto
High School Diploma -
Malvern High School
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