Kenny Chiang
Toronto
Summary
Dynamic Investment Analyst with a proven track record at KC Capital, excelling in fundamental analysis and portfolio management. Adept at leveraging financial statement analysis to drive strategic investment decisions. Recognized for enhancing presentation quality and client engagement, showcasing strong analytical and communication skills to support investment strategies effectively.
Overview
2026
2026
years of professional experience
Work History
Investment Analyst
KC Capital
2016 - Current
- Conducted market research to support investment decision-making processes.
- Assisted in analyzing financial reports and performance metrics for potential investments.
- Compiled data from various sources to evaluate portfolio performance and trends.
- Supported senior analysts in preparing presentations for investment strategy meetings.
Tax Professional
H&R Block
01.2023 - 04.2023
- Prepared and filed individual tax returns, ensuring compliance with federal and state regulations.
- Assisted clients in understanding tax liabilities and potential deductions or credits.
- Conducted thorough reviews of client documentation to enhance accuracy of tax filings.
- Utilized H&R Block software to streamline tax preparation processes, improving efficiency.
Hard Laborer
Slimlite Skylights
08.2018 - 12.2018
- Conducted market research to support investment decision-making processes.
- Assisted in analyzing financial reports and performance metrics for potential investments.
- Compiled data from various sources to evaluate portfolio performance and trends.
- Supported senior analysts in preparing presentations for investment strategy meetings.
Education
Bachelor of Science - Computer Science
University of Windsor
Windsor06.2024
Bachelor of Commerce - Accounting
University of Windsor
Windsor10.2023
Skills
- Fundamental analysis
- Financial statement analysis
- Valuation techniques
- Company profiling
- Portfolio management
- Wealth management
- Trading systems
- Asset allocation
- Technical analysis
- Industry analysis
- Investment strategies
- Equity research
- Derivatives trading
Languages
English
Native or Bilingual
Timeline
Tax Professional
H&R Block
01.2023 - 04.2023
Hard Laborer
Slimlite Skylights
08.2018 - 12.2018
Investment Analyst
KC Capital
2016 - Current
Bachelor of Science - Computer Science
University of Windsor
Bachelor of Commerce - Accounting
University of Windsor