Vera Yaru Wang
Oakville
Summary
Forward-thinking and detail-oriented individual with strong organizational skills and a focus on achieving results. Skilled in financial analysis, process improvement, and project coordination, ensuring tasks are completed with quality and minimal errors. Solid work ethic demonstrated through an eager passion for learning and accepting constructive feedback. Seeking to contribute valuable skills and knowledge as a Financial Analyst Intern.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Finance & Legal Operations Intern
Jing Zhang Law Firm
07.2023 - 08.2023
- Assisted in the underwriting and compilation of real estate financial documents such as Mortgage Discharge Statement, Credit Report, Title Insurance Policy, etc.
- Tracked accounting records by preparing Statement of Adjustments and Trust Ledgers
- Performed data entries into Teraview and Unity accurately and extracted client information to formulate closing reports in Microsoft Office Suite.
- Managed client intake and resolved customer inquiries by responding to daily calls and emails.
Cashier & Customer Relations Leader
Forno Pizzeria
08.2021 - 08.2024
- Managed large amounts of cash accurately during busy hours in a fast-paced environment.
- Demonstrated excellent customer service skills by resolving customer inquiries quickly and developing close interpersonal relationships with customers.
- Collaborated across departments to ensure seamless operations and efficient problem-solving.
Global Markets Simulation Program
University of Waterloo
09.2024 - Current
- Managed a $1 million simulated portfolio and achieved a top ranking of 6/128
- Utilized Power BI in ad-hoc analysis to forecast market trends and ensure informed investment choices in a dynamic market.
- Demonstrated strategic decision-making skills by identifying Rigetti Computing Inc (NASDAQ: RGTI) as a high-growth investment, achieving significant returns from $1.13 to $20 within two months
North American Stock Screen Analysis Project
University of Waterloo
09.2024 - 12.2024
- Performed stock screen analysis by measuring key financial ratios and assessing financial statements.
- Conducted in-depth market research and applied stock-picking theories to evaluate value and growth investing opportunities.
- Demonstrated financial reporting skills by synthesizing qualitative insights and quantitative data into actionable recommendations.
Education
Bachelor of Mathematics - Financial Analysis & Risk Management
University of Waterloo
04.2029
Skills
- Power BI, Python, Microsoft Excel, Microsoft Word, PowerPoint
- Currently pursuing a CFA Designation
- Financial Analysis
- Market Research
- Prepare written reports
- Detail-oriented
- Goal-driven
- Time management
- Relationship Building
- Cross-functional teamwork
Certification
- Data-driven Decision Making by PwC
- Problem Solving with Excel by PwC
- Data Visualization with Advanced excel by PwC
Languages
English
Native or Bilingual
Mandarin
Native or Bilingual
Shanghainese
Native or Bilingual
Timeline
Global Markets Simulation Program
University of Waterloo
09.2024 - Current
North American Stock Screen Analysis Project
University of Waterloo
09.2024 - 12.2024
Finance & Legal Operations Intern
Jing Zhang Law Firm
07.2023 - 08.2023
Cashier & Customer Relations Leader
Forno Pizzeria
08.2021 - 08.2024
Bachelor of Mathematics - Financial Analysis & Risk Management
University of Waterloo
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