Jessica (Zihe) Han
Mortgage Investment Manager at Amber Financial｜安泊金融- Claim this Profile
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Bio
Credentials
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Exempt Market Proficiency
IFSE InstituteJun, 2021- Nov, 2024
Experience
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Amber Financial｜安泊金融
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Canada
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Financial Services
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1 - 100 Employee
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Mortgage Investment Manager
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Jan 2021 - Present
- Be responsible for managing the mortgage investment fund with total assets managed of $139MM as of Q3 2022, funding primarily through equity financings (including through the issuance of Shares) and investing in a diverse array of properties with a significant emphasis on residential properties primarily (but not exclusively) located in urban areas of the Province of British Columbia, with no more than 50% of its portfolio to be comprised of non-residential mortgages. - Review mortgage finance requests by conducting credit analysis, including investigation regarding loan purpose, collateral and appraisal analysis, source of repayment, market overview, borrowing structure, sales comps analysis, and cash flow analysis. Work closely with the loan origination/underwriting team. - Work with legal & compliance partners to ensure fund policies and procedures compliance.
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Enoch Wealth Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Dealing Representative
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Jul 2021 - Present
- Provide clients with investment opportunities in the exempt markets including Real Estate Equity and Mortgage Investments, Hedge Funds, Corporate Finance, and Private Equity. - Educate clients on industry developments and various topics such as investment and risk management trends and products market. - Handle the investment process with diligence and manage client relationships with care and integrity. - Provide clients with investment opportunities in the exempt markets including Real Estate Equity and Mortgage Investments, Hedge Funds, Corporate Finance, and Private Equity. - Educate clients on industry developments and various topics such as investment and risk management trends and products market. - Handle the investment process with diligence and manage client relationships with care and integrity.
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Education
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2019 - 2021
Beedie School of Business at Simon Fraser University
Master's degree, Master of Science in Finance -
2015 - 2019
Glasgow Caledonian University
Bachelor's degree, BA (Hons) Finance, Investment and Risk
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