Joan L.N. Wong
Vancouver,BC
Summary
Valuation professional with strong background in financial modeling. Excellent data analysis and communication skills enabled to complete work in a timely manner with accuracy and attention to details. Proven ability to learn quickly and adapt to new situations.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Analyst
BC Investment Management Corporation
01.2023 - Current
- Develop financial models to analyze complex private equity investments.
- Review valuations prepared by fund managers or external consultants.
- Identifying key valuation issues and prepare insightful summary report.
- Research macroeconomic, industry and company-specific data, analyzing impact on investments.
- Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
Director
Kroll
02.2008 - 07.2021
- Prepare financial models to estimate market values of business, assets, liabilities, debts, financial instruments and derivatives
- Develop comprehensive valuation reports that effectively communicated findings and conclusions.
- Prepare analysis in M&A, business transactions to advise valuation scope and methodology.
- Evaluate impact of various economic scenarios on asset values, aiding clients in risk management efforts.
- Enhance valuation accuracy by conducting thorough research and analysis on market trends, comparable assets, and financial data.
- Review legal documents to identify key terms of investments, rights and obligations of financial instruments.
- Liaise with clients, auditors, investment advisors and lawyers to explain details and progress of engagement.
- Maintain up-to-date knowledge on industry trends, regulations, and best practices to ensure accurate and compliant valuations
- Manage and provide guidance to less experienced team members.
Manager
Jones Lang LaSalle (f.k.a. Sallmanns)
02.2006 - 11.2007
- Prepare financial models to estimate market values of business, assets, liabilities, debts, financial instruments and derivatives.
- Prepare formal valuation reports or memorandums.
- Improved client satisfaction with thorough market research and detailed analysis of relevant data.
- Increased valuation accuracy by implementing advanced financial modeling techniques.
Education
BA (Hons) in Accountancy -
Hong Kong Polytechnic University
Skills
- Discounted cash flow analysis
- Guideline Company Method
- Guideline Transaction Method
- Purchase Price Allocation
- Intangible Assets Valuation
- Goodwill Impairment Test
- Contingent Consideration Valuation
- Black Scholes Model
- Binominal Model
- Option Price Allocation
- Credit Yield Analysis
- Extensive Research Skill
- Due diligence
- Prioritization and Time Management
- Excel proficiency
Certification
- CFA
- CPA (HKICPA)
Timeline
Senior Analyst
BC Investment Management Corporation
01.2023 - Current
Director
Kroll
02.2008 - 07.2021
Manager
Jones Lang LaSalle (f.k.a. Sallmanns)
02.2006 - 11.2007
BA (Hons) in Accountancy -
Hong Kong Polytechnic University
- CFA
- CPA (HKICPA)
Similar Profiles
RUDRA SHARMARUDRA SHARMA
I.T Consultant | Systems Analyst at Investment Management Corporation of OntarioI.T Consultant | Systems Analyst at Investment Management Corporation of Ontario
Juana BEATOJuana BEATO
Senior Legal Officer and Transactions at Alberta Investment Management Corporation (AIMCo)Senior Legal Officer and Transactions at Alberta Investment Management Corporation (AIMCo)
CLAIRE ANN CEPECLAIRE ANN CEPE
Bookkeeper at Anflo Management And Investment CorporationBookkeeper at Anflo Management And Investment Corporation