Gabriel Wang
Waterloo,ON
Summary
A patient, hardworking and passionate job seeker with strong time management and learning skills eager to secure an entry-level financial and investment analyst position. Participant of CSC Volume 1 in February, and Planning to have CSC certification in March; also, planning to take CFA exam and learning data analysis language like SAS, SQL and Python in future. Hope to help the team achieve their goals by continuously improving themselves from professional knowledge and problem-solving ability.
Overview
1
1
year of professional experience
Work History
Technical Assistant
China Minsheng Bank
10.2022 - 01.2023
- Researched the client's (listed companies and companies which issued corporate bonds) business information and financial statements for the past three years and the last quarter.
- Financial analysis of the client company's three-year and last-quarter financial statements and the parent company's financial statements.
- Assisted the investigation team leader to complete the MYN(medium term note) underwriting due diligence reports for the client, including the company's main issuance and fundraising purposes, the basic business scope and main business situation, financial situation, credit status,,,.
- Assisted the investigation team leader to complete the underwriting due diligence of commercial papers(less than 270 days).
- Based on the feasibility study reports provide from customers, wrote issued plans of special bonds for the new sewage treatment plant project and reservoir expansion project locked in Mohan, Yunnan, China.
Insurance Salesman
Insurance customers manager Jie Yang on ICBC-AXA
03.2022 - 07.2022
- Accurately researched the insurance market, needs, demands and economic situation of consumers to each type of insurance product.
- Categorize the target consumers based on researching.
- Studied the terms of critical illness insurance, medical insurance, accident insurance, property insurance, annuity insurance and clear special situations of use of those terms.
- Instantly visited target customers to help them sort out their future goals and potential risk points to achieve them.
- Introduce related products based on these risk points.
PROJECT MEMBER
D2L-NON
02.2022 - 04.2022
- VISUAL ACCESS AND SCREEN READERS COURSE, Viewed the produced courses from the other groups, checked accessibility of screen reader, availability of external resources, content detail
- Reported all the errors in these courses and fixed them after daily meeting
- Researched important materials which are helpful to the course designing and uploading to the group folder
- Successfully designed the HTML course about non-visual people and screen reader, specifically introducing how to improve the learning and working experience of non-visual people Insurance marketing personnel
Education
Mathematics/Financial
University of Waterloo MATHFARMHC
Skills
- Participant in CSC Volume 1 Exam in February
- Research Abilities
- Planned to get CSC certification before the end of March
- Training and Development
- Plan Projects
Timeline
Technical Assistant
China Minsheng Bank
10.2022 - 01.2023
Insurance Salesman
Insurance customers manager Jie Yang on ICBC-AXA
03.2022 - 07.2022
PROJECT MEMBER
D2L-NON
02.2022 - 04.2022
Mathematics/Financial
University of Waterloo MATHFARMHC
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