Deal with more than 20 inquiries relating to derivatives pricing and trading per week
Organized promotional events for the 2021 Options Trading Simulation, resulting in more than 80 team registrations within the first month
Hosted weekly option trading workshops with peer students and discovered trade ideas
Research Analyst Intern
Absolute Return Fund (ARF) Investment
Toronto, ON
06.2020 - 09.2020
Tracked the current trend of the U.S. equity market by analyzing the YTD return and volatility of the major sectors' ETF
Analyzed IFRS and US GAAP financial statements and built company-specific financial models to forecast the stock price
Assisted with writing research reports related to the U.S. consumer discretionary sector and Chinese equity market
Real Estate Associate
5i5j Realty Inc
Toronto, ON
07.2018 - 08.2019
Extracted and summarized MLS's data points to analyze current listings and past transaction records to provide insightful market summaries and investment suggestions
Prepared monthly in-depth GTA real estate market reports
Drafted investment project deck which will be delivered to prospecting investors
Summer Analyst Intern
Shanghai Pudong Development Bank
Shenzhen, China
07.2015 - 08.2015
Compiled research data and gave professional presentations highlighting findings in the Chinese REITs market
Performed data entry, validation, and analysis with Microsoft Excel
Education
Master of Finance - Financial Risk Management Stream
Schulich School of Business, York University
Toronto, ON
08.2021
Bachelor of Commerce - Finance And Economics
Rotman Commerce, University of Toronto
Toronto, ON
06.2018
Skills
Proficient in Excel VBA and Macro, Microsoft Word, Outlook, PowerPoint
Data Analysis and Visualization with Python (Numpy, Pandas and Matplotlib)
Financial Modelling and Analysis of Equity, Fixed Income Securities and Derivatives
Risk modelling with Python Scikit-learn Machine Learning module
Financial Risk Management (Market, Credit,
Liquidity and Operational)
Multi-lingual in English, Mandarin and Cantonese
Certification
CFA level 1 passed (scored higher than 90th percentile)
Real Estate Council of Ontario (RECO) License
Timeline
Campus Ambassador
Montreal Exchange
12.2020 - Current
Research Analyst Intern
Absolute Return Fund (ARF) Investment
06.2020 - 09.2020
Real Estate Associate
5i5j Realty Inc
07.2018 - 08.2019
Summer Analyst Intern
Shanghai Pudong Development Bank
07.2015 - 08.2015
Master of Finance - Financial Risk Management Stream
Deputy Manager – Investigation Department at NATIONAL STOCK EXCHANGE OF INDIA (Largest stock exchange in India )Deputy Manager – Investigation Department at NATIONAL STOCK EXCHANGE OF INDIA (Largest stock exchange in India )
Deputy Manager – Investigation Department at NATIONAL STOCK EXCHANGE OF INDIA (Largest stock exchange in India )Deputy Manager – Investigation Department at NATIONAL STOCK EXCHANGE OF INDIA (Largest stock exchange in India )