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Yolanda Yan, Cfa, Frm

Director, Client Relations (Pro Bono) at Endeavour Consulting for Non-Profits
Intro Book
Yolanda Yan, CFA, is a seasoned financial professional with expertise in management, leadership, and project management, holding a Master's degree in Financial Risk Management from the University of Toronto, with native Mandarin proficiency and strong analytical skills.
  • Claim this Profile
Location
Toronto, Ontario, Canada, CA
Languages
  • English Professional working proficiency
  • Mandarin Native or bilingual proficiency
Skills
  • Management
  • Leadership
  • Project Management
  • Time Management
  • Teamwork
  • Show all
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Bio

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Credentials

  • Impact Measurement & Management for the SDGs
    Duke University | Coursera
    Aug, 2022
    - Apr, 2026
  • Certified Financial Risk Manager (FRM)
    GARP FRM Program
    Jan, 2022
    - Apr, 2026
  • Chartered Financial Analyst® (CFA) Charterholder
    CFA Institute
    Dec, 2021
    - Apr, 2026
  • Social Entrepreneurship
    University of Pennsylvania - Coursera
    Jul, 2021
    - Apr, 2026
  • Business Strategies for Social Impact
    University of Pennsylvania - Coursera
    Jan, 2021
    - Apr, 2026
  • Social Impact Strategy: Tools for Entrepreneurs and Innovators
    University of Pennsylvania - Coursera
    Dec, 2020
    - Apr, 2026

Experience

  • Endeavour Consulting for Non-Profits
    • Canada
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Director, Client Relations (Pro Bono)
      • Nov 2023 - Present

    • Manager, Client Relations (Pro Bono)
      • Aug 2023 - Nov 2023

  • Manulife
    • Canada
    • Insurance
    • 700 & Above Employee
    • Manager, Global Equity Risk, Financial Risk
      • Feb 2023 - Present

    • Senior Analyst, Derivative Hedging Strategy, Global VA Hedging
      • Mar 2022 - Feb 2023

    • Analyst, Derivative Hedging Strategy, Global VA Hedging
      • Jul 2019 - Mar 2022

  • Endeavour Consulting for Non-Profits
    • Canada
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Engagement Manager (Pro Bono)
      • Sep 2022 - Apr 2023

    • Senior Consultant (Pro Bono)
      • Mar 2022 - Sep 2022

    • Consultant (Pro Bono)
      • Sep 2021 - Apr 2022

  • University of Toronto
    • Toronto, Canada Area
    • Teaching Assistant
      • Jan 2019 - May 2019
      • Toronto, Canada Area

      RSM438 Investing for Impact

  • Manulife
    • Toronto, Canada Area
    • Quantitative Analyst Intern
      • Nov 2018 - Jan 2019
      • Toronto, Canada Area

  • Guotai Junan Securities Co., Ltd
    • Shanghai, China
    • Quantitative Investment Summer Analyst
      • Jul 2018 - Aug 2018
      • Shanghai, China

  • Dongxing Investment Holdings Co., Ltd
    • Shanghai, China
    • Private Equity Summer Analyst
      • Jul 2017 - Aug 2017
      • Shanghai, China

  • Bank of Beijing
    • Shanghai, China
    • Investment Banking Summer Analyst
      • Jul 2016 - Aug 2016
      • Shanghai, China

Education

  • 2018 - 2019
    University of Toronto - Rotman School of Management
    Master's Degree, Financial Risk Management
  • 2014 - 2018
    University of Toronto
    Bachelor of Commerce (B.Com.), Specialized in Finance and Economics

Suggested Services

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Industry Focus. “Non-profit Organization Management”

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