• CFA Charterholder w. Cert in ESG Investing • SAC Qualification • Bilingual (Mandarin/English) • Love to work with talented people
• Build and manage robust relationships between stakeholders, including clients, senior management teams, third-party consultants, and other departments within TD Group to facilitate an efficient work environment. • Build and optimize models to prepare evaluation reports for over 30 management team members, including group managers, VPs, and team managers • Cohost capability team strategy meetings; Build and maintain models to prepare and present data analysis results for core strategy planning • Perform data analyses for core functions of investment resource teams in aid of investment support strategy planning • Provide data analyses customized for special market conditions in aid of expansion strategy planning by TD Wealth Group Head • Participate in group manager strategy meetings; Provide ad hoc data analyses to group managers in support of group strategy planning • Combining various data analysis tools, propose, test, and update data analysis methodologies to incorporate new factors for more efficient analysis, including ESG factors.
• Provide clients with trading services for a variety of investment products, including equities, mutual funds, bonds, and derivatives • Build and manage robust relationships between stakeholders, including clients, risk management teams, FI teams, and other departments within the investing centers to facilitate high-quality customer service. • Work with the risk management team and provide clients and my employer with trade-related risk management; Perform due diligence and ensure adherence to applicable laws, IIROC regulations, and professional standards • Provide clients with education regarding a variety of investment products and related ESG regulations to ensure informed decision making • Coach new colleagues with regard to investment products, market rules, trade execution, due diligence, and customer service • Have been rewarded two company merits for providing exceptional trading services for clients
• Combining company fundamental analysis and industry analysis for BC transportation industry, provide strategic planning advice regarding asset acquisition, strategic expansion, and capability enhancement • Work with creditors and capital providers to ensure the company’s financing needs are met for the proper implementation of a variety of expansion and asset acquisition strategies; Keep exploring and optimizing the company's capital structure • Combining cash flow analysis and income projection, monitor the company’s financial well-being and advise on related strategy planning • Perform due diligence and ensure adherence to rules and regulations imposed by the Canadian Ministry of Transportation, professional associations, and labor boards, and enact related risk management strategies
Minor in Computer Science
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