Experience

  • Analyst

    at Guosen Securities

    May 2019 - at Present

    Beijing Shi

    • Drafted the prospectus, supplementary material, and marketing material for debt offerings • Performed due diligence and draft reports regarding the debt issuer, and assisted clients in disclosure of special events • Assisted in the underwriting process of registered debt and private placement debt.

  • Risk Analyst

    at Toronto Dominion Bank

    July 2017 - March 2018

    Ontario

    • Monitored multiple trading desk strategies to evaluated risk exposure associated with holding positions. • Determined the risk exposure limits that is compatible with both the business strategy and regulatory requirement. • Co-ordinated technology enhancements and automation to meet demands of new trading business

  • Analyst

    at Canadian Imperial Bank of Commerce

    April 2016 - August 2016

    Ontario

    • Coordinated and streamlined market data needs between business partners • Created new data feeding process using solid understanding of data infrastructure • Updated existing reporting process using C# to meet analytics demands • Automated report generation process using VBA; greatly decreasing daily operational workload

  • Modeling Analyst

    at Toronto Dominion Bank

    April 2015 - December 2015

    Ontario

    • Performed research and analysis on large data sets from several business partners • Communicated use and limitations of statistic models to business partners • Build a statistical model using solid understanding of regression • Automated model tracking processes using SAS; improving quarterly tracking reports

Education

  • Master of Finance

    at University of Toronto

    2017 - 2019 (2 years) Ontario

  • Bachelor of Mathematics

    at University of Waterloo

    2011 - 2016 (5 years) Ontario

Languages

  • English Native

  • Chinese Native

Hives