Experience

Montrusco Bolton Investments

• Canada
• Investment Management
• 1 - 100 Employee

• Investment Analyst

  • Jul 2018 - Present

  • Analyze stocks in the global major markets• Focus on industrial and material industries



Concordia University, The Van Berkom Investment Management Foundation

• VBIMP Fund Manager

  • Jan 2018 - Oct 2018

  • Select and pitch stocks to the Investment Committee through presentations and reports• Model financial statements to assess the target price and intrinsic value of the stocks• Prepare monthly and quarterly reports of the portfolio and the individual stock, enabling the team to take strategic decisions• Participate the decision making toward trading the stocks



National Bank of Canada

• Canada
• Banking
• 700 & Above Employee

• Analyst, Insurance Solution & Data Analytics

  • Jul 2017 - Jul 2018

  • Generate weekly and monthly reports for National Bank Financial and GP 1859 to track the operating performance• Create the performance management tools to monitor the efficiency of insurance sales by using Microsoft Power BI• Participate in the data analytics project that creates synergies between National Bank Financial and National Bank Insurance Firm • Do research on InsurTech and Fintech companies

• VBIMP Research Associate

  • Jan 2017 - Jan 2018

  • Actively manage a benchmark exceeding $1 million portfolio comprised of North American small-mid cap stocks• Conduct equity research and assist fund managers in writing investment reports based on fundamental analysis• Track portfolio performance and ensure IPS performance objectives are in accordance with risk and diversification constraints



Concordia University - John Molson School of Business

• Canada
• Higher Education
• 200 - 300 Employee

• Lab Specialist - Part time job

  • Sep 2015 - Dec 2017

  • Offer support to lab users for all software and databases (Including Excel, Bloomberg, Capital IQ, SDC platinum)• Deliver training sessions in the lab on various topics (including Advanced Excel, Bloomberg Equity Analysis, SAS Data Analysis, etc.)• In coordination with the lab manager, maintain and update User Help Files for the various databases• Report operational or software problems to CIT (Centre for Instructional Technology) when they occur

• Teaching Assistant - MSCA 602 Applied Linear Statistic Model

  • Sep 2016 - Dec 2016

  • Teach tutorial classes using materials provided by professor• Evaluate weekly student assignments• Invigilate mid-term exam and final exam



Concordia University

• Canada
• Higher Education
• 700 & Above Employee

• Student Success Mentor

  • May 2016 - Apr 2017

  • Guide campus tours and develop presentations for more than 100 newly admitted students• Coordinate with New Student Service Manager to organize Concordia University new student Orientations• Actively listen, validate problems and refer students to specific offices at the university



Meritco Services

• China
• Business Consulting and Services
• 100 - 200 Employee

• Assistant Consultant - Intern

  • Feb 2015 - May 2015

  • Analyzed the workload of the administrative staff and completed the solution approach to promoting the sales volume without increasing the human resource cost• Discussed opportunities to develop financial products and lending business for an internet company and compiled a report analyzing P2P risk-management models• Independently conducted nine consumer and manager interviews which examined the e-commerce of the "Infant and Mom Product” category



Bank of China

• Banking
• 700 & Above Employee

• Assistant Risk Manager - Intern

  • Jul 2014 - Sep 2014

  • Conducted quantitative and qualitative risk analysis • Tracked more than 1000 money laundering cases, and compiled a report analyzing different types of money laundering• Completed a report entitled Quantitative Risk Analysis under Basel III by proceeding the data from different business lines to determine whether capital requirements, leverage ratio and liquidity requirements align with new regulations