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Grace Yao

Equity Analyst at Student Investment Advisory Service (SIAS)
Intro Book
Grace Yao is a seasoned equity analyst with 1.5 years of experience, holding a Master of Science in Finance from Simon Fraser University and a Bachelor of Business Administration in Finance from the University of Regina, with fluency in English and Mandarin.
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Location
Vancouver, British Columbia, Canada, CA
Languages
  • English Native or bilingual proficiency
  • Mandarin Native or bilingual proficiency
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Bio

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Hello! I'm Grace Yao, currently based in Vancouver, British Columbia. I am fluent in both English and Mandarin, which allows me to communicate effectively in diverse environments. I hold a Master of Science in Finance from the Beedie School of Business at Simon Fraser University, along with a Bachelor of Business Administration and a Certificate in Economics from the University of Regina. In my professional journey, I have gained valuable experience as an Equity Analyst with the Student Investment Advisory Service, where I manage a $22 million student investment portfolio and conduct in-depth financial analyses. Previously, I worked as an English Writing Tutor, helping students enhance their writing skills, and as a Financial Research Assistant, where I performed financial analyses for North American universities. My skills lie in financial modeling, investment analysis, and effective communication, which I continuously strive to develop further.

Credentials

  • Python 2: Visualization and Analysis
    The Marquee Group
    Nov, 2022
    - Apr, 2026
  • Bloomberg Market Concepts Certificate
    Bloomberg LP
    Oct, 2022
    - Apr, 2026
  • Python 1: Core Data Analysis
    The Marquee Group
    Oct, 2022
    - Apr, 2026
  • The Power of PowerPoint
    The Marquee Group
    Oct, 2022
    - Apr, 2026
  • Investment Funds in Canada (IFC)
    Canadian Securities Institute
    Mar, 2021
    - Apr, 2026

Experience

  • Student Investment Advisory Service (SIAS)
    • Vancouver, British Columbia, Canada
    • Equity Analyst
      • Dec 2022 - Jan 2024
      • Vancouver, British Columbia, Canada

      • Collaborate with colleagues to manage SIAS fund, with $21 million asset under management across diverse asset classes• Conducted in-depth data analysis using Bloomberg Terminal and S&P Capital IQ to gather market data, industry trends, and company-specific information for equity research reports• Utilized various financial modeling techniques to assess company valuation, including DCF model and comparative valuation, and scenario analysis• Evaluate investment performance of IT stock holdings with factor model considering 5 factors and customized weights • Produced equity research reports outlining investment findings, financial performance, industry trends, and competitive landscape, and presented to portfolio managers incorporating both qualitative and quantitative factors

  • LQ Training Center
    • Regina, Saskatchewan, Canada
    • English Writing Tutor
      • Jul 2021 - Dec 2022
      • Regina, Saskatchewan, Canada

      • Tutored secondary school students and university students in English writing and professional business writing.

  • University of Regina
    • Regina, Saskatchewan, Canada
    • Financial Research Assistant
      • Mar 2021 - May 2021
      • Regina, Saskatchewan, Canada

      • Implemented strategies to optimize ancillary service business models, including residence, parking, and food services, leveraging the NACAS database and questionnaires to collect data and performance benchmarks from peer institutions• Conducted thorough evaluations of the financial performance of current ancillary services, utilizing comparison matrices, analyzing revenue generation, and assessing cost structures• Calculated potential ROI and payback periods for proposed upgrades and enhancements to ancillary service offerings

Education

  • 2022 - 2023
    Beedie School of Business at Simon Fraser University
    Master of Science - MSc, Finance
  • 2017 - 2022
    University of Regina
    Bachelor of Business Administration - BBA, Finance and Financial Management Services
  • 2017 - 2022
    University of Regina
    Certificate in Economics, Economics

Suggested Services

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Industry Focus. “Investment Management”

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