Resolved conflicts among team members by providing clear direction on task assignments, expectations and timelines.
Communicated regularly with teammates regarding the implementation of plans, progress updates, and goal matching.
Produced a report on the team’s return attribution and style analysis, and evaluated the fund’s return with the benchmark by decomposing the overall portfolio performance.
Fundamental Analyst and Performance Evaluator
Stocktrak Portfolio Management Competition in Capital Market Theory Course
Toronto, ON
01.2024 - 03.2024
Conducted fundamental analysis in stock picking to align the team’s return with the goals.
Evaluated the team’s portfolio performance and summarized the strengths and shortcomings in the team’s final presentation.
Researched and analyzed the attractiveness of the wheelchair tire industry, including industry trends, competitiveness, and distribution channels as the program’s target industry.
Identified and analyzed industry or geographic trends with business strategy implications.
Prepared presentations summarizing key findings from research projects.
Education
Bachelor of Commerce - Rotman Commerce Finance And Economics Specialist
University of Toronto
Toronto
06-2026
Skills
Financial analysis
Portfolio management
Market research
Team collaboration
Project management
Presentation skills
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook