Chloe Huang, CFA, FRM, MBA

Senior Manager - Strategic Investment at JDT
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • Mandarin Native or bilingual proficiency
  • English Full professional proficiency
  • Cantonese Full professional proficiency

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Bio

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Credentials

  • Passed all 3 levels of CFA exam at first attempt
    CFA Institute
    Apr, 2020
    - Nov, 2024
  • Passed both levels of FRM exam at first attempt
    Global Association of Risk Professionals (GARP)
    Jan, 2017
    - Nov, 2024

Experience

    • China
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Senior Manager - Strategic Investment
      • May 2021 - Present

      Strategy and Investment

    • China
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Investment Director
      • Mar 2020 - Feb 2021

      Proud investor of Wootrade(Kronos), Securitize, The Block, and morePromoter of Blockchain technology - it's more than a hype!

    • Investment Manager
      • Aug 2018 - Mar 2020

      Focus on blockchain investments and lead deals across different continents

    • Analyst
      • Mar 2018 - Aug 2018

    • China
    • Investment Banking
    • 1 - 100 Employee
    • Blockchain Researcher
      • Sep 2017 - Mar 2018

      Responsible for blockchain research and wrote more than 10 in-depth reports independently

    • China
    • Financial Services
    • 700 & Above Employee
    • Research Analyst - Fixed Income
      • Jun 2016 - Aug 2016

      Assisted Guan Qingyou, who is 4th ranked fixed income researcher in China, to prepare sell-side reports focusing on macroeconomy

    • Insurance
    • 1 - 100 Employee
    • Officer of Commercial Department
      • Sep 2014 - May 2015

      Led the redesign of the operating procedures of government travel insurance, which accounted for 50% of the company’s travel insurance. The redesign reduced turnaround time by more than 50% and as a result, improved customer satisfaction and facilitated renewal of contract for at least three consecutive termsNominated for the “Unsung Hero” from the parent company of Macau Insurance in 2014 as recognition of leadership potential

    • Management Trainee
      • Sep 2013 - Aug 2014

      Rotated in all departments and thus understood the different functional areas of an insurance company

    • United States
    • Computers and Electronics Manufacturing
    • 1 - 100 Employee
    • Consultant
      • Jul 2013 - Aug 2013

      Led market research for Oso, which is an American “Internet of Things” start up, and created market entry strategy for its product-“Plant-Link” to enter into the Chinese Market

Education

  • University of Pennsylvania
    Master of Computer and Information Technology
    2021 - 2023
  • University of Toronto - Rotman School of Management
    MBA, GPA: 3.83/4.0
    2015 - 2017
  • WHU – Otto Beisheim School of Management
    Exchange Student, Düsseldorf/Vallendar, Germany
    2016 - 2016
  • University of Macau
    Bachelor's degree, Finance
    2009 - 2013
  • Renmin University of China
    Summer Exchange Student, Beijing, China
    -
  • University of Victoria
    Exchange Student, Victoria Island, Canada
    2012 -

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