Donald Jobs

(+86) 138-0000-0000

No.67, Lane123 Job Road,, Job District, Shanghai, 200070

service@qiaobutang.com

Objective: Financial Analyst

SUMMARY 

•

Bachelor of Commerce, Finance and Economics (Spring 2009); with future plans to pursue MBA

•

Two years experience at TDCT as part-time assistant to Financial Adviser; completed CSC

•

Directed Commerce Society Finance events, established Investment Club on campus 

•

Advanced proficiency in modeling gained through course projects and assignments

EDUCATION

June 2014

Bachelor of Commerce, Finance and Economics

University of Toronto Mississauga

GPA: 3.8

2014

Canadian Securities Course (Honours) 

RELEVANT EXPERIENCE

2012 - Present

Assistant to Financial Adviser

TD Canada Trust (part-time) 

Reviews client files to evaluate alignment of investments with profile; identifies required action for Financial Advisor; drafted three proposals which were accepted

•

Commended for ability to maintain customer focus while meeting deadlines

2012 - Present

Vice-President of Finance

UTM Undergraduate Commerce Society 

Analyzed needs, negotiated sponsorships and presented at five special events featuring industry speakers

•

Increased level of Finance student participation by more than 20%

Jan 12 - Mar 12

Valuation Project, UTM Finance Course

Analyzed fictitious, publicly traded company; valued securities and intangible assets; recommended opportunities that would structure capital so as to maximize value. Showcased recommendations in advanced PowerPoint presentation

•

Awarded A+, including special recognition for efficient teamwork

Nov 11 - Dec 11

Marketing Assignment, UTM Finance Course

Analyzed distribution alternatives, including detailed market-share study. Required advanced proficiency in modeling using Excel

•

Awarded A+

2010 - 2011

Charter member

UTM Investment Club

Researched other student clubs and collaborated with business professor to draft charter. Researches market sectors and presents appropriate investment recommendations at club meetings

•

Average annual rate of return on portfolio: 14%