Experience

• 

  Desautels Capital Management

  • Montreal, Quebec, Canada

  • Equity Analyst

    • Jun 2023 - Present
    • Montreal, Quebec, Canada

    Equity Analyst, Financials Sector; Risk Management Team Member• Analyzed financial statements and annual reports of insurance companies, reviewed comparables, researched industry and economic trends using Bloomberg and presented investment recommendations to investment committee• Controlled risk exposure by monitoring sector news and analyzing material events, conducted forward impact assessments, and composed weekly newsletters to facilitate informed risk management and mitigation strategies

• 

  McGill University - Desautels Faculty of Management

  • Montreal, Quebec, Canada

  • Peer Advisor

    • Sep 2022 - Apr 2023
    • Montreal, Quebec, Canada

    • Counselled fresh-year students one-on-one regarding resume and cover letter tips, job research, and interview preparation; receiving 100% good reviews and on average leading to a 70% improvement in resume quality• Presented Career events and services in seminars for more than 150 students, advertised peer advising program at school lobby publicly; encouraged 20 students to interact with the career center, receiving career-related assistance and professional advice

• 

  CIBC

  • Toronto, Ontario, Canada

  • Business Analyst Intern

    • Sep 2022 - Dec 2022
    • Toronto, Ontario, Canada

    Business Banking Head Office• Cleaned raw data from business banking sales using VBA and macros to deliver individual weekly performance reports; generated detailed commentary and presented reports to leaders, enabling informed business decisions• Created strategies to grow business banking sales based on competitive analysis, individual market performances and targeted market share, implementing training sessions and operating procedures to enhance staffing efficiency • Collaborated with analytics team to optimize sales reports, developing 2 Excel templates as reference; persuaded 20 directors to implement within 2 weeks, resulting in a 20% increase in operational effectiveness

• 

  China Securities Co., Ltd

  • Beijing, China

  • Financial Advisor Assistant

    • Jul 2022 - Aug 2022
    • Beijing, China

    • Implemented systematic processes to streamline data tracking and reporting; compiled performance reports of 36 mutual funds that identified and targeted optimal investment opportunities for portfolio management• Conducted industry research to extract key trends and insights; delivered compelling weekly stock pitches that offered comprehensive investment outlook and identified opportunities

• 

  Emzingo & EmzingoIU

  • South Africa

  • Consulting Intern

    • May 2022 - Jul 2022
    • South Africa

    • Provided financial and marketing advisory services to a South African ride-sharing company; analyzing competitor landscape, social media marketing platforms, and identifying long-term funding opportunities as part of a team• Formulated strategic marketing initiatives to support the ongoing crowdfunding campaign, employing established marketing frameworks and financial feasibility criteria to evaluate the viability of each approach• Evaluated 3 sustainable financing options, including VCs, government grants, and bank loans; generated a 15-page detailed report and delivered a compelling presentation, aligning client’s need with the optimal funding solution

• 

  McGill Students Chinese Debate Club

  • Montreal, Quebec, Canada

  • Vice President Finance

    • Sep 2019 - Mar 2022
    • Montreal, Quebec, Canada

    • Instituted complete expenditure and reimbursement regulation in 1 day, currently in use as club’s official financial regulation• Delivered monthly finance tutorials to finance department members, coaching for basic IFRS rules and financial models• Provided budget plans in advance of each activity, recorded payment history, prepared clear financial statement; applied multiple regression models to predict future expenses, revenues, and interest payments, achieving 40% growth in profit

• 

  ByteDance

  • Tianjin, China

  • Human Resources and Data Intern

    • Jan 2021 - Jul 2021
    • Tianjin, China

    • Conducted weekly meetings with hiring managers to target recruitment, while analyzing past recruits performance or behaviour, resulting in a 20% increase in the onboarding rate• Streamlined recruitment data analysis by enhancing 3 critical templates using Excel, reducing processing time by 30%

• 

  Self-employed

  • Surrey, British Columbia, Canada

  • Private Tutor

    • Nov 2018 - Jun 2019
    • Surrey, British Columbia, Canada

    • Taught Math and Physics tutorials twice a week to 5 students; devised course materials and organized class assignments, leading to 10% improvement in exam grades• Coached students to prepare IELTS, reviewing mock-papers to developed scores from 5.0/9.0 to 6.0/9.0 in 3 months