Angi Chao
Portfoilio Analyst at Guardian Partners Inc.- Claim this Profile
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Mandarin Full professional proficiency
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English Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Samuel Wang
I hired Angi as a summer intern at first and soon discovered she becomes an asset to my team. The front desk job benefited a lot from her bilingualism and she picks up different tasks very fast. Through various projects she involved, Angi demonstrated her ability to work in a fast pace environment , has great attention to detail and highly dedicated to her deliverable. Angi surpassed all my expectation during her five months intern period. She is very nice to work with, always greeting people with smile and very reliable. I have no hesitation giving Angi my recommendation, and she is welcome to join us again for the next summer.
Samuel Wang
I hired Angi as a summer intern at first and soon discovered she becomes an asset to my team. The front desk job benefited a lot from her bilingualism and she picks up different tasks very fast. Through various projects she involved, Angi demonstrated her ability to work in a fast pace environment , has great attention to detail and highly dedicated to her deliverable. Angi surpassed all my expectation during her five months intern period. She is very nice to work with, always greeting people with smile and very reliable. I have no hesitation giving Angi my recommendation, and she is welcome to join us again for the next summer.
Samuel Wang
I hired Angi as a summer intern at first and soon discovered she becomes an asset to my team. The front desk job benefited a lot from her bilingualism and she picks up different tasks very fast. Through various projects she involved, Angi demonstrated her ability to work in a fast pace environment , has great attention to detail and highly dedicated to her deliverable. Angi surpassed all my expectation during her five months intern period. She is very nice to work with, always greeting people with smile and very reliable. I have no hesitation giving Angi my recommendation, and she is welcome to join us again for the next summer.
Samuel Wang
I hired Angi as a summer intern at first and soon discovered she becomes an asset to my team. The front desk job benefited a lot from her bilingualism and she picks up different tasks very fast. Through various projects she involved, Angi demonstrated her ability to work in a fast pace environment , has great attention to detail and highly dedicated to her deliverable. Angi surpassed all my expectation during her five months intern period. She is very nice to work with, always greeting people with smile and very reliable. I have no hesitation giving Angi my recommendation, and she is welcome to join us again for the next summer.
Credentials
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CFA Level 3 Candidate
CFA InstituteOct, 2021- Sep, 2024 -
Canadian Securities Course (CSC)
Canadian Securities Institute (CSI)Aug, 2017- Sep, 2024
Experience
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Guardian Partners Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Portfoilio Analyst
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Jun 2023 - Present
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Guardian Capital Group
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Canada
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Financial Services
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100 - 200 Employee
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Analyst
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Jul 2020 - Jun 2023
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IBM
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IT Services and IT Consulting
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1 - 100 Employee
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Financial Analyst
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May 2018 - Aug 2019
As a financial analyst, I performed variance analysis, month to month forecasting reports, assisted the CFO to consolidate sales target reports and prepared presentation materials to support senior executive meetings. I worked on numerous hardware and software sales contracts to track from a revenue and gross margin perspective and explored solutions to improve forecasting accuracy. As a financial analyst, I performed variance analysis, month to month forecasting reports, assisted the CFO to consolidate sales target reports and prepared presentation materials to support senior executive meetings. I worked on numerous hardware and software sales contracts to track from a revenue and gross margin perspective and explored solutions to improve forecasting accuracy.
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Research Analyst
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May 2017 - Aug 2017
In this role, I was entrusted with analyzing Canadian real estate market trends for each property type, screened and consolidated data from industry surveys and realtor broker websites, and prepared market updates to facilitate agents in developing sales strategies. Overall, I was able to improve reporting process and efficiency. In this role, I was entrusted with analyzing Canadian real estate market trends for each property type, screened and consolidated data from industry surveys and realtor broker websites, and prepared market updates to facilitate agents in developing sales strategies. Overall, I was able to improve reporting process and efficiency.
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Bank of Communications Limited
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1 - 100 Employee
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Risk & Compliance Analyst
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May 2016 - Aug 2016
As a Risk and Compliance Analyst, I built an excel model to screen for unusual activities among retail clients' banking transactions and monitored questionable accounts. I performed background checks using AML compliance systems and ensured that risk mitigation actions are in place for outstanding transactions. As a Risk and Compliance Analyst, I built an excel model to screen for unusual activities among retail clients' banking transactions and monitored questionable accounts. I performed background checks using AML compliance systems and ensured that risk mitigation actions are in place for outstanding transactions.
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Education
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2015 - 2020
Queen's University
Bachelor's of Commerce, Finance -
2019 - 2019
Fudan University
School of Management, Fall Exchange -
2011 - 2015
Earl Haig Secondary School
Community
