National Investment Banking Competition & Conference
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National Investment Banking Competition & Conference Employees
Employee
Years
Job
Industry
Joseph Liu Joseph Liu's National Investment Banking Competition & Conference Experience March 2015 - Present
Job Summer Associate at Tricor Pacific Founders Capital Inc
Industry Investment Banking
Experience
Tricor Pacific Founders Capital Inc. May 2015 - Present
National Investment Banking Competition & Conference March 2015 - Present
Aging, Mobility and Cognitive Neuroscience Lab (University of British Columbia) September 2012 - August 2015
UBC International Business Club March 2014 - April 2015
UBC Commerce Undergraduate Society April 2014 - March 2015
360 Capital June 2014 - September 2014
Cineplex Entertainment July 2012 - September 2012
Skills
Research, Teamwork, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Marketing, Public Speaking, PowerPoint, Microsoft Office, Budgets, Team Leadership, Portfolio Management, Teaching, Photoshop
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (B.Com.), Finance, General
Heritage Woods Secondary School 2008 — 2012
Dogwood High School Diploma, Honours with Distinction, Super G
Tricor Pacific Founders Capital Inc. May 2015 - Present
National Investment Banking Competition & Conference March 2015 - Present
Aging, Mobility and Cognitive Neuroscience Lab (University of British Columbia) September 2012 - August 2015
UBC International Business Club March 2014 - April 2015
UBC Commerce Undergraduate Society April 2014 - March 2015
360 Capital June 2014 - September 2014
Cineplex Entertainment July 2012 - September 2012
Skills
Research, Teamwork, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Marketing, Public Speaking, PowerPoint, Microsoft Office, Budgets, Team Leadership, Portfolio Management, Teaching, Photoshop
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (B.Com.), Finance, General
Heritage Woods Secondary School 2008 — 2012
Dogwood High School Diploma, Honours with Distinction, Super G
Caitlyn Yu's National Investment Banking Competition & Conference Experience March 2015 - Present
Job Summer Analyst, Financial Advisory | Deloitte Canada
Industry Financial Services
Experience
Deloitte Canada May 2015 - Present
National Investment Banking Competition & Conference March 2015 - Present
HSBC June 2014 - August 2014
CIBC October 2013 - June 2014
Club Monaco March 2013 - November 2013
Skills
Leadership, Teamwork, PowerPoint, Public Speaking, Time Management, Social Media, Customer Service, Event Planning, Microsoft Word, English, Social Networking
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce, Accounting
Deloitte Canada May 2015 - Present
National Investment Banking Competition & Conference March 2015 - Present
HSBC June 2014 - August 2014
CIBC October 2013 - June 2014
Club Monaco March 2013 - November 2013
Skills
Leadership, Teamwork, PowerPoint, Public Speaking, Time Management, Social Media, Customer Service, Event Planning, Microsoft Word, English, Social Networking
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce, Accounting
Clarabel Luk's National Investment Banking Competition & Conference Experience April 2014 - January 2015
Job Assurance Associate at PwC (Sept 2015)
Industry Accounting
Experience
Fairmont Pacific Rim March 2013 - Present
Wesgroup Properties April 2012 - Present
UBC Accounting Club March 2014 - March 2015
National Investment Banking Competition & Conference April 2014 - January 2015
PwC May 2014 - August 2014
UBC Accounting Club March 2013 - March 2014
Pacific Venture Capital Competition and Conference September 2012 - March 2013
UBC Accounting Club March 2012 - March 2013
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (B.Com.), Accounting
Richmond Secondary School 2009 — 2011
Diploma, International Baccalaureate
Fairmont Pacific Rim March 2013 - Present
Wesgroup Properties April 2012 - Present
UBC Accounting Club March 2014 - March 2015
National Investment Banking Competition & Conference April 2014 - January 2015
PwC May 2014 - August 2014
UBC Accounting Club March 2013 - March 2014
Pacific Venture Capital Competition and Conference September 2012 - March 2013
UBC Accounting Club March 2012 - March 2013
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (B.Com.), Accounting
Richmond Secondary School 2009 — 2011
Diploma, International Baccalaureate
Josh Axler Josh Axler's National Investment Banking Competition & Conference Experience January 2015 - January 2015
Job MBA Graduate of Ivey Business School
Industry Human Resources
Experience
Ivey Business School July 2014 - April 2015
National Investment Banking Competition & Conference January 2015 - January 2015
Hay Group February 2013 - July 2014
Xerox Corporation February 2011 - February 2013
Axler and Associates September 2010 - February 2011
Golf Town April 2009 - June 2009
Skills
Cold Calling, Account Management, Contract Negotiation, Consultative Selling, Direct Sales, Sales, Selling, Customer Satisfaction, Sales Operations, Business Development, CRM, Management, Training, Leadership, Time Management, Strategy, Project Management, Financial Analysis, Marketing, Team Leadership, Valuation
Education
Richard Ivey School of Business 2008 — 2010
Bachelor of Arts, Honours, Business Administration
Ivey Business School at Western University 2008 — 2010
HBA, Business Administration
Thammasat University 2010 — 2010
Huron University College at the University of Western 2006 — 2008
Management and Organizational Studies2008
Investment Banking Institute 2015 — 2015
Financial Modeling and Valuation Training
Ivey Business School July 2014 - April 2015
National Investment Banking Competition & Conference January 2015 - January 2015
Hay Group February 2013 - July 2014
Xerox Corporation February 2011 - February 2013
Axler and Associates September 2010 - February 2011
Golf Town April 2009 - June 2009
Skills
Cold Calling, Account Management, Contract Negotiation, Consultative Selling, Direct Sales, Sales, Selling, Customer Satisfaction, Sales Operations, Business Development, CRM, Management, Training, Leadership, Time Management, Strategy, Project Management, Financial Analysis, Marketing, Team Leadership, Valuation
Education
Richard Ivey School of Business 2008 — 2010
Bachelor of Arts, Honours, Business Administration
Ivey Business School at Western University 2008 — 2010
HBA, Business Administration
Thammasat University 2010 — 2010
Huron University College at the University of Western 2006 — 2008
Management and Organizational Studies2008
Investment Banking Institute 2015 — 2015
Financial Modeling and Valuation Training
Karsten Lee's National Investment Banking Competition & Conference Experience March 2015 - Present
Job Summer Analyst, Global Banking and Markets at HSBC
Industry Banking
Experience
HSBC June 2015 - Present
National Investment Banking Competition & Conference March 2015 - Present
National Investment Banking Competition & Conference April 2014 - April 2015
HSBC June 2014 - August 2014
Nitesco Investments September 2013 - April 2014
HSBC Bank Canada May 2013 - August 2013
HSBC Bank Canada June 2012 - August 2012
Hard Work Yard Work July 2010 - August 2011
Skills
Time Management, Teamwork, Public Speaking, Team Leadership, Responsible, Video Production, Photography, Valuation, Motivated, Good Listener, Microsoft Excel, PowerPoint, Quick Learner, Organized, Training, Analysis, Finance, Leadership
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (BCom), Accounting and Finance
Heritage Woods Secondary School 2007 — 2011
HSBC June 2015 - Present
National Investment Banking Competition & Conference March 2015 - Present
National Investment Banking Competition & Conference April 2014 - April 2015
HSBC June 2014 - August 2014
Nitesco Investments September 2013 - April 2014
HSBC Bank Canada May 2013 - August 2013
HSBC Bank Canada June 2012 - August 2012
Hard Work Yard Work July 2010 - August 2011
Skills
Time Management, Teamwork, Public Speaking, Team Leadership, Responsible, Video Production, Photography, Valuation, Motivated, Good Listener, Microsoft Excel, PowerPoint, Quick Learner, Organized, Training, Analysis, Finance, Leadership
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (BCom), Accounting and Finance
Heritage Woods Secondary School 2007 — 2011
Puxia Yu Puxia Yu's National Investment Banking Competition & Conference Experience November 2014 - January 2015
Job Global Equity Analyst at Student Investment Advisory Service
Industry Financial Services
Experience
Student Investment Advisory Service September 2013 - Present
Simon Fraser University August 2013 - Present
National Investment Banking Competition & Conference November 2014 - January 2015
FINCAD 2015 - 2015
Shanghai Futures Exchange February 2013 - July 2013
Qi Lu Securities April 2012 - July 2012
Accenture July 2011 - November 2011
Dun & Bradstreet Credibility Corp. May 2011 - July 2011
DTZ January 2011 - May 2011
Skills
Microsoft Excel, Equity Research, Financial Analysis, Research, Bloomberg, Portfolio Management, PowerPoint, Financial Modeling, Bloomberg Terminal, Investments, Microsoft Office, Risk Management, Valuation, Customer Service, Quantitative Analytics, Microsoft Word, Asset Management, Analysis, Accounting, Banking, VBA, 金融建模, 财务分析, 分析, Visual Basic for..., 数据分析, 定量分析, 估值, 财务, 风险管理
Education
Simon Fraser University 2013 — 2014
master of finance, Investments and Securities; risk management
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Economics in Finance, corporate finance, credit management, risk management, 3.7
shanghai jiaotong highschool
shanghai jiaotong highschool
Student Investment Advisory Service September 2013 - Present
Simon Fraser University August 2013 - Present
National Investment Banking Competition & Conference November 2014 - January 2015
FINCAD 2015 - 2015
Shanghai Futures Exchange February 2013 - July 2013
Qi Lu Securities April 2012 - July 2012
Accenture July 2011 - November 2011
Dun & Bradstreet Credibility Corp. May 2011 - July 2011
DTZ January 2011 - May 2011
Skills
Microsoft Excel, Equity Research, Financial Analysis, Research, Bloomberg, Portfolio Management, PowerPoint, Financial Modeling, Bloomberg Terminal, Investments, Microsoft Office, Risk Management, Valuation, Customer Service, Quantitative Analytics, Microsoft Word, Asset Management, Analysis, Accounting, Banking, VBA, 金融建模, 财务分析, 分析, Visual Basic for..., 数据分析, 定量分析, 估值, 财务, 风险管理
Education
Simon Fraser University 2013 — 2014
master of finance, Investments and Securities; risk management
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Economics in Finance, corporate finance, credit management, risk management, 3.7
shanghai jiaotong highschool
shanghai jiaotong highschool
Christopher Wing Christopher Wing's National Investment Banking Competition & Conference Experience November 2014 - November 2014
Job Deployment Strategist at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies June 2015 - August 2015
Georgetown University Department of Computer Science September 2014 - May 2015
InfoSense Group – Information Retrieval January 2013 - May 2015
National Investment Banking Competition & Conference November 2014 - November 2014
GU Venture Capital Competition September 2014 - September 2014
Skills
Business Strategy, Statistical Data..., Software Development, Financial Modeling, Python, C++, Java, JavaScript, Information Retrieval, Web Applications, Analysis, Mandarin, Chinese
Education
Georgetown University
Bachelor’s Degree, Computer Science
Ocean University of China
Chinese Language and Literature
Palantir Technologies June 2015 - August 2015
Georgetown University Department of Computer Science September 2014 - May 2015
InfoSense Group – Information Retrieval January 2013 - May 2015
National Investment Banking Competition & Conference November 2014 - November 2014
GU Venture Capital Competition September 2014 - September 2014
Skills
Business Strategy, Statistical Data..., Software Development, Financial Modeling, Python, C++, Java, JavaScript, Information Retrieval, Web Applications, Analysis, Mandarin, Chinese
Education
Georgetown University
Bachelor’s Degree, Computer Science
Ocean University of China
Chinese Language and Literature
Modi Mohammad, MFin's National Investment Banking Competition & Conference Experience October 2012 - January 2013
Job Institutional Business Development & Consultant Relations
Industry Financial Services
Experience
State Street Global Advisors March 2012 - Present
National Investment Banking Competition & Conference October 2012 - January 2013
RBC Wealth Management October 2011 - January 2012
Skills
Research, Securities, Financial Reporting, Accounting, Excel, Analysis, Leadership, Time Management, Financial Modeling, Financial Analysis, Equities, Wealth Management, Corporate Finance, Bloomberg, Investment Management, Asset Management, Business Strategy, Finance, Training, Derivatives, Hedge Funds, Accounts Receivable, Business Analysis, Data Analysis, Financial Risk, Alternative Investments, Credit Analysis, Financial Accounting, Trading, Budgets, Equity Research, Microsoft Office, Due Diligence, Economics, Strategic Financial..., Banking, Risk Management, Financial Services, Portfolio Management, Investments, Capital Markets, Accounts Payable, Mutual Funds, Private Equity, Investment Strategies, Fixed Income, Credit, Valuation, Investment Banking, Microsoft Excel
Education
Queen's University 2012 — 2013
Master of Finance (MFin), Finance and Accounting
Ryerson University 2008 — 2010
Bachelor of Commerce (BCom), Finance and Accounting
George Brown College 2006 — 2008
Advanced Diploma, Finance and Financial Management Services
State Street Global Advisors March 2012 - Present
National Investment Banking Competition & Conference October 2012 - January 2013
RBC Wealth Management October 2011 - January 2012
Skills
Research, Securities, Financial Reporting, Accounting, Excel, Analysis, Leadership, Time Management, Financial Modeling, Financial Analysis, Equities, Wealth Management, Corporate Finance, Bloomberg, Investment Management, Asset Management, Business Strategy, Finance, Training, Derivatives, Hedge Funds, Accounts Receivable, Business Analysis, Data Analysis, Financial Risk, Alternative Investments, Credit Analysis, Financial Accounting, Trading, Budgets, Equity Research, Microsoft Office, Due Diligence, Economics, Strategic Financial..., Banking, Risk Management, Financial Services, Portfolio Management, Investments, Capital Markets, Accounts Payable, Mutual Funds, Private Equity, Investment Strategies, Fixed Income, Credit, Valuation, Investment Banking, Microsoft Excel
Education
Queen's University 2012 — 2013
Master of Finance (MFin), Finance and Accounting
Ryerson University 2008 — 2010
Bachelor of Commerce (BCom), Finance and Accounting
George Brown College 2006 — 2008
Advanced Diploma, Finance and Financial Management Services
Joy Shu's National Investment Banking Competition & Conference Experience October 2012 - November 2012
Job Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2013 - August 2013
National Investment Banking Competition & Conference October 2012 - November 2012
Maria L. Chen CPA Intl June 2011 - August 2011
Cosmos International Inc June 2011 - August 2011
Savage Service Company January 2011 - April 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Data Analysis, Microsoft Word, Research, Access, Teaching, Financial Modeling, Leadership, Analysis
Education
Brigham Young University 2010 — 2013
Bachelor of Science (B.S.), Finance, General
Goldman Sachs June 2013 - August 2013
National Investment Banking Competition & Conference October 2012 - November 2012
Maria L. Chen CPA Intl June 2011 - August 2011
Cosmos International Inc June 2011 - August 2011
Savage Service Company January 2011 - April 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Data Analysis, Microsoft Word, Research, Access, Teaching, Financial Modeling, Leadership, Analysis
Education
Brigham Young University 2010 — 2013
Bachelor of Science (B.S.), Finance, General
Stephen Caputo Stephen Caputo's National Investment Banking Competition & Conference Experience January 2015 - January 2015
Job Equity Research Associate at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank February 2015 - July 2015
New York University August 2014 - May 2015
National Investment Banking Competition & Conference January 2015 - January 2015
Barclays Investment Bank June 2014 - August 2014
Mercer Partners March 2013 - January 2014
New York University May 2013 - August 2013
Percy's of Worcester February 2011 - January 2013
Skills
Finance, Microsoft Excel, Valuation, Value Investing, Leadership, PowerPoint, International Relations, Public Speaking, Research
Education
New York University 2011 — 2015
Bachelor of Arts (BA), Economics, Philosophy, Junior
Saint John's High School 2007 — 2011
High School Diploma
Barclays Investment Bank July 2015 - Present
Barclays Investment Bank February 2015 - July 2015
New York University August 2014 - May 2015
National Investment Banking Competition & Conference January 2015 - January 2015
Barclays Investment Bank June 2014 - August 2014
Mercer Partners March 2013 - January 2014
New York University May 2013 - August 2013
Percy's of Worcester February 2011 - January 2013
Skills
Finance, Microsoft Excel, Valuation, Value Investing, Leadership, PowerPoint, International Relations, Public Speaking, Research
Education
New York University 2011 — 2015
Bachelor of Arts (BA), Economics, Philosophy, Junior
Saint John's High School 2007 — 2011
High School Diploma
Jonathan Stypa Jonathan Stypa's National Investment Banking Competition & Conference Experience January 2012 - January 2012
Job Associate Corporate Audit Staff (CAS) at GE
Industry Financial Services
Experience
GE September 2014 - Present
GE Capital July 2012 - July 2014
Mac Investment Club May 2011 - April 2012
National Investment Banking Competition & Conference January 2012 - January 2012
CIBC World Markets May 2011 - September 2011
GE May 2010 - May 2011
Allen H. Gould Trading Floor December 2009 - May 2010
Conestoga Meat Packers, Breslau April 2009 - August 2009
Skills
Financial Analysis, Risk Management, Finance, Financial Modeling, Bloomberg, Valuation, Competitive Analysis, Excel, Accounting, Corporate Finance, Business Strategy, Economics, Credit Risk, Underwriting, Portfolio Management
Education
McMaster University 2007 — 2012
Honours Bachelor of Commerce; 2012, Level IV; Finance
GE September 2014 - Present
GE Capital July 2012 - July 2014
Mac Investment Club May 2011 - April 2012
National Investment Banking Competition & Conference January 2012 - January 2012
CIBC World Markets May 2011 - September 2011
GE May 2010 - May 2011
Allen H. Gould Trading Floor December 2009 - May 2010
Conestoga Meat Packers, Breslau April 2009 - August 2009
Skills
Financial Analysis, Risk Management, Finance, Financial Modeling, Bloomberg, Valuation, Competitive Analysis, Excel, Accounting, Corporate Finance, Business Strategy, Economics, Credit Risk, Underwriting, Portfolio Management
Education
McMaster University 2007 — 2012
Honours Bachelor of Commerce; 2012, Level IV; Finance
John Frank Marinucci John Frank Marinucci's National Investment Banking Competition & Conference Experience October 2013 - November 2013
Job Analyst, Strategy and Corporate Development at CIBC
Industry Banking
Experience
CIBC September 2014 - Present
Greystone Managed Investments Inc. January 2014 - August 2014
National Investment Banking Competition & Conference October 2013 - November 2013
RBC October 2012 - 2013
RBC Dominion Securities November 2011 - March 2012
Skills
Financial Modeling, Finance, Corporate Finance, Analysis, Valuation, Portfolio Management, Leadership, Investments, Banking, Financial Accounting, Teamwork, Equities, Capital Markets, Fixed Income, Microsoft Excel, Budgets, Financial Statement...
Education
Queen's University 2013 — 2014
Master of Finance, GPA: 3.76
CFA Institute
Passed Level 3 CFA Exam
Ryerson University 2008 — 2012
BComm, Business Technology Management
St. Thomas of Villanova College 2004 — 2008
CIBC September 2014 - Present
Greystone Managed Investments Inc. January 2014 - August 2014
National Investment Banking Competition & Conference October 2013 - November 2013
RBC October 2012 - 2013
RBC Dominion Securities November 2011 - March 2012
Skills
Financial Modeling, Finance, Corporate Finance, Analysis, Valuation, Portfolio Management, Leadership, Investments, Banking, Financial Accounting, Teamwork, Equities, Capital Markets, Fixed Income, Microsoft Excel, Budgets, Financial Statement...
Education
Queen's University 2013 — 2014
Master of Finance, GPA: 3.76
CFA Institute
Passed Level 3 CFA Exam
Ryerson University 2008 — 2012
BComm, Business Technology Management
St. Thomas of Villanova College 2004 — 2008
Leanne Li Leanne Li's National Investment Banking Competition & Conference Experience March 2014 - February 2015
Job Process Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - April 2015
National Investment Banking Competition & Conference March 2014 - February 2015
National Investment Banking Competition & Conference March 2013 - February 2014
International Business Conference September 2012 - December 2012
Skills
Event Planning, Analysis, Leadership, Public Speaking, Program Management, Social Media, Event Management, Fashion Design, Budgets, Team Building, Business Analysis, Graphic Design, Organizational..., Financial Reporting, Bloomberg Terminal, Brand Management, Customer Service, PowerPoint, Microsoft Excel, Teamwork, Time Management, Team Leadership, Microsoft Office
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (B.Com.)
Unionville High School 2009 — 2012
Sun Life Financial January 2015 - April 2015
National Investment Banking Competition & Conference March 2014 - February 2015
National Investment Banking Competition & Conference March 2013 - February 2014
International Business Conference September 2012 - December 2012
Skills
Event Planning, Analysis, Leadership, Public Speaking, Program Management, Social Media, Event Management, Fashion Design, Budgets, Team Building, Business Analysis, Graphic Design, Organizational..., Financial Reporting, Bloomberg Terminal, Brand Management, Customer Service, PowerPoint, Microsoft Excel, Teamwork, Time Management, Team Leadership, Microsoft Office
Education
The University of British Columbia 2012 — 2016
Bachelor of Commerce (B.Com.)
Unionville High School 2009 — 2012
Daniel Knuth's National Investment Banking Competition & Conference Experience October 2014 - November 2014
Job Analyst Global Energy and Utilities at PA Consulting Group
Industry Oil & Energy
Experience
PA Consulting Group August 2015 - Present
National Investment Banking Competition & Conference October 2014 - November 2014
ComEd May 2014 - August 2014
MaxLite January 2014 - May 2014
Forest Preserve District of Will County May 2012 - January 2014
State Farm June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Renewable Energy, Energy Efficiency, Oral & Written..., GIS, German, Data Analysis, Java, Social Media, Leadership, Cartography, Energy, Adobe Creative Suite, GE Smallworld, Workflow Management, Python, SQL, Shell Scripting, GEMPAK
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Science (B.S.), Geographic Information Science and Cartography & Atmospheric and Oceanic Sciences, 3.5
Rheinische Friedrich-Wilhelms-Universität Bonn 2013 — 2013
N/A, Deutsche Sprache, Kultur, und Landeskunde (German language, culture, and applied geographic studies), N/A
Beecher High School 2007 — 2011
PA Consulting Group August 2015 - Present
National Investment Banking Competition & Conference October 2014 - November 2014
ComEd May 2014 - August 2014
MaxLite January 2014 - May 2014
Forest Preserve District of Will County May 2012 - January 2014
State Farm June 2013 - August 2013
Skills
Teamwork, Microsoft Excel, Renewable Energy, Energy Efficiency, Oral & Written..., GIS, German, Data Analysis, Java, Social Media, Leadership, Cartography, Energy, Adobe Creative Suite, GE Smallworld, Workflow Management, Python, SQL, Shell Scripting, GEMPAK
Education
University of Wisconsin-Madison 2011 — 2015
Bachelor of Science (B.S.), Geographic Information Science and Cartography & Atmospheric and Oceanic Sciences, 3.5
Rheinische Friedrich-Wilhelms-Universität Bonn 2013 — 2013
N/A, Deutsche Sprache, Kultur, und Landeskunde (German language, culture, and applied geographic studies), N/A
Beecher High School 2007 — 2011
Derek Dodd Derek Dodd's National Investment Banking Competition & Conference Experience April 2012 - January 2013
Job Analyst at KKR
Industry Investment Banking
Experience
KKR July 2015 - Present
UBC Portfolio Management Foundation April 2014 - March 2015
KKR May 2014 - August 2014
UBC Portfolio Management Foundation April 2013 - March 2014
RBC Capital Markets May 2013 - August 2013
National Investment Banking Competition & Conference April 2012 - January 2013
Skills
Event Planning, Time Management, Public Speaking, Teamwork, Social Media, Critical Thinking, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Research, Marketing, Event Management
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (B.Com.), Finance
Sexsmith Secondary School 2005 — 2011
KKR July 2015 - Present
UBC Portfolio Management Foundation April 2014 - March 2015
KKR May 2014 - August 2014
UBC Portfolio Management Foundation April 2013 - March 2014
RBC Capital Markets May 2013 - August 2013
National Investment Banking Competition & Conference April 2012 - January 2013
Skills
Event Planning, Time Management, Public Speaking, Teamwork, Social Media, Critical Thinking, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Research, Marketing, Event Management
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce (B.Com.), Finance
Sexsmith Secondary School 2005 — 2011
Charles C.W. Wong's National Investment Banking Competition & Conference Experience September 2011 - September 2013
Job Analyst, Large Corporate Group at HSBC
Industry Financial Services
Experience
HSBC July 2014 - Present
Value Partners-HKUST Business School September 2013 - December 2013
National Investment Banking Competition & Conference September 2011 - September 2013
Global Securities Corporation May 2013 - August 2013
RBC Dominion Securities July 2012 - April 2013
Skills
Investment Banking, Financial Modeling, Financial Analysis, Equity Valuation, Corporate Finance, Pitch Books, Equity Research, Leveraged Finance, Natural Resources, Economics
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Finance; Minor in Economics
The Hong Kong University of Science and Technology 2013 — 2013
Exchange Program, School of Business and Management
CFA Institute
HSBC July 2014 - Present
Value Partners-HKUST Business School September 2013 - December 2013
National Investment Banking Competition & Conference September 2011 - September 2013
Global Securities Corporation May 2013 - August 2013
RBC Dominion Securities July 2012 - April 2013
Skills
Investment Banking, Financial Modeling, Financial Analysis, Equity Valuation, Corporate Finance, Pitch Books, Equity Research, Leveraged Finance, Natural Resources, Economics
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Finance; Minor in Economics
The Hong Kong University of Science and Technology 2013 — 2013
Exchange Program, School of Business and Management
CFA Institute
Juliet Zhu Juliet Zhu's National Investment Banking Competition & Conference Experience March 2014 - March 2015
Job Commercial Banking Trainee at HSBC Bank Canada
Industry Banking
Experience
HSBC July 2015 - Present
National Investment Banking Competition & Conference March 2014 - March 2015
Silicon Valley Bank May 2014 - August 2014
UBC Dance Horizons October 2012 - April 2014
Kerry Properties Limited June 2013 - August 2013
Cushman & Wakefield June 2012 - August 2012
Skills
Event Planning, Time Management, Public Speaking, Team Building, Marketing, Detail Orientation, Fluent Mandarin, Organizing, People Skills, Teamwork, Leadership, Research, Financial Analysis, PowerPoint, Marketing Strategy, Financial Modeling, Equity Derivatives
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce, Finance and International Business
Shanghai Jiao Tong University 2013 — 2013
Summer Exchange, Antai College of Economics and Management
J.N Burnett Secondary School 2006 — 2011
HSBC July 2015 - Present
National Investment Banking Competition & Conference March 2014 - March 2015
Silicon Valley Bank May 2014 - August 2014
UBC Dance Horizons October 2012 - April 2014
Kerry Properties Limited June 2013 - August 2013
Cushman & Wakefield June 2012 - August 2012
Skills
Event Planning, Time Management, Public Speaking, Team Building, Marketing, Detail Orientation, Fluent Mandarin, Organizing, People Skills, Teamwork, Leadership, Research, Financial Analysis, PowerPoint, Marketing Strategy, Financial Modeling, Equity Derivatives
Education
The University of British Columbia 2011 — 2015
Bachelor of Commerce, Finance and International Business
Shanghai Jiao Tong University 2013 — 2013
Summer Exchange, Antai College of Economics and Management
J.N Burnett Secondary School 2006 — 2011
Elisa Liu's National Investment Banking Competition & Conference Experience March 2015 - Present
Job Associate, Internal at National Investment Banking Competition & Conference
Industry Capital Markets
Experience
National Investment Banking Competition & Conference March 2015 - Present
Circle K International March 2014 - Present
Embassy of the Republic of Korea February 2014 - Present
M.F. Consultants Inc. June 2015 - August 2015
Student Engagement October 2014 - May 2015
Della Optique Optometry and Eyewear June 2014 - April 2015
Canadian Crafts May 2014 - December 2014
Financial Literacy for Youth October 2013 - June 2014
Building Success October 2013 - June 2014
BC Youth Chinese Orchestra 2008 - September 2013
Skills
Teamwork, Social Media, Teaching, Management, Online Research, Microsoft Office, Event Planning, Research, Fundraising, Public Speaking, Leadership, Financial Modeling, Customer Service
Education
The University of British Columbia 2013 — 2017
Bachelor of Commerce (BCom)
Sir Winston Churchill Secondary School 2009 — 2012
International Baccalaureate Diploma
National Investment Banking Competition & Conference March 2015 - Present
Circle K International March 2014 - Present
Embassy of the Republic of Korea February 2014 - Present
M.F. Consultants Inc. June 2015 - August 2015
Student Engagement October 2014 - May 2015
Della Optique Optometry and Eyewear June 2014 - April 2015
Canadian Crafts May 2014 - December 2014
Financial Literacy for Youth October 2013 - June 2014
Building Success October 2013 - June 2014
BC Youth Chinese Orchestra 2008 - September 2013
Skills
Teamwork, Social Media, Teaching, Management, Online Research, Microsoft Office, Event Planning, Research, Fundraising, Public Speaking, Leadership, Financial Modeling, Customer Service
Education
The University of British Columbia 2013 — 2017
Bachelor of Commerce (BCom)
Sir Winston Churchill Secondary School 2009 — 2012
International Baccalaureate Diploma
Jose A. Gonzalez Jose A. Gonzalez's National Investment Banking Competition & Conference Experience April 2010 - January 2011
Job Analyst, Credit Trading and Analysis at Citigroup Global Markets
Industry Capital Markets
Experience
Citigroup September 2014 - Present
Citigroup September 2012 - September 2014
Citigroup January 2012 - August 2012
National Investment Banking Competition & Conference April 2010 - January 2011
Leith Wheeler Investment Counsel Ltd. June 2010 - September 2010
National Investment Banking Competition & Conference October 2009 - January 2010
UBC Student Leadership Conference May 2009 - January 2010
University of British Columbia June 2009 - August 2009
Canadian Imperial Bank of Commerce May 2008 - August 2008
Expigo Co. March 2007 - August 2007
Skills
Capital Markets, Equities, Investment Banking, Derivatives, Finance, Commodity, Valuation, Financial Modeling, Equity Research, Corporate Finance, Financial Services
Education
The University of British Columbia 2007 — 2011
Commerce (Honors), Finance, International Business
National University of Singapore 2011 — 2011
Citigroup September 2014 - Present
Citigroup September 2012 - September 2014
Citigroup January 2012 - August 2012
National Investment Banking Competition & Conference April 2010 - January 2011
Leith Wheeler Investment Counsel Ltd. June 2010 - September 2010
National Investment Banking Competition & Conference October 2009 - January 2010
UBC Student Leadership Conference May 2009 - January 2010
University of British Columbia June 2009 - August 2009
Canadian Imperial Bank of Commerce May 2008 - August 2008
Expigo Co. March 2007 - August 2007
Skills
Capital Markets, Equities, Investment Banking, Derivatives, Finance, Commodity, Valuation, Financial Modeling, Equity Research, Corporate Finance, Financial Services
Education
The University of British Columbia 2007 — 2011
Commerce (Honors), Finance, International Business
National University of Singapore 2011 — 2011