Alex Y. Jia Email and Phone Number
● Dedicated 4th year Bachelor of Commerce student, aspiring to enter the financial services industry. ● Passionate about personal growth and always strive for success.● Keen interest in financial modeling and data analysis; experience with programming in Python. ● Experienced in business analysis and financial analysis. ● Proficient with Bloomberg, S&P Capital IQ and Microsoft Office Suite (Excel, PowerPoint, Word). ● Possess a multicultural background; fluent in English, Mandarin Chinese and Japanese. ● Proven success in customer service and fundraising.
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AssociateRbc Dominion Securities Apr 2023 - PresentVancouver, British Columbia, Canada -
Portfolio AdministratorCanaccord Genuity Group Inc. Jul 2017 - Mar 2023Vancouver, Canada Area -
AnalystCorporate Finance Institute® May 2017 - Jul 2017Vancouver, Canada Area -
TreasurerUbc Dance Club Apr 2016 - Apr 2017Vancouver, Canada Area● Established a guideline for club finances of the 2017 fiscal year by creating a budget of $61,000 and ensuring proper implementation of the budget through analyzing previous years’ revenue and expenses, to provide financial advice to the executive team● Improved the accuracy and tractability of club transactions by building an Excel model to ensure timely record-keeping, reducing $500+ loss occurred in previous years due to the lack of management● Delivered recommendations for future financial strategies at the club’s general meeting, based on quantitative analysis of the club’s current situation and evaluation of business scenarios -
Conference & Catering AssociateAms Of Ubc Vancouver Sep 2015 - Dec 2016Vancouver, Canada Area● Provide optimal event experiences by communicating with clients to ensure professional order verification and service, and addressing immediate clientele questions and needs through on-the-spot troubleshooting ● Ensure accurate preparation of catering areas in accordance to specific layout plans, while constantly monitoring client needs for possible changes and overseeing modifications to floorplan accordingly● Increase overall efficiency in inventory by controlling the storage and distribution of catering equipment, as well as maintaining adequate supply for current needs and adjusting allocation to clients as needed -
Account Manager InternChina Construction Bank May 2016 - Jul 2016Shenyang, Liaoning, China● Generated ¥16,000,000 ($3,101,600 in CAD) for the bank by developing customized investment strategy and completing recommendation reports for 60+ clients, over a 3-week period.● Increased accuracy of data in the bank’s online client information system by updating new financial information acquired from analyzing financial reports daily; contributed to the improvement of the bank’s valuation model● Boosted efficiency in the processing of day-to-day transactions at the Corporate Banking sector by streamlining the process and assigning tasks to team members, reducing the process time by 20% -
Professional FundraiserCps Fundraising Dec 2014 - Mar 2015Vancouver, Canada Area● Sought out and consistently acquired new donation sources for the Canadian Red Cross, personally increasing total contribution inflow by an average of $400 per month, with an all-time record during the month of January of $600 in new signups● Reached out and inspired community members to support Canadian Red Cross causes through clear audience-focused explanations of donation purpose and processes, as well as responding to their inquiries
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Marketing Intern & Executive AssistantGlobal Bank Academy Apr 2014 - Sep 2014Vancouver, Canada Area--Greatly increased the online presence for the startup company by creating content used for social marketing, sending personalized invitations to business professionals, and managing event pages on social networks.--Oversaw the logistics and operation planning for “Code Cracking 101”, a recurring event that coached established business professionals in sales. Was responsible for venue arrangement, admission control and record, and coordinating transportation of essential personnel and equipment.
Alex Y. Jia Skills
Alex Y. Jia Education Details
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Finance, Operation Management & Logistics -
Northeast Yucai School
Frequently Asked Questions about Alex Y. Jia
What company does Alex Y. Jia work for?
Alex Y. Jia works for Rbc Dominion Securities
What is Alex Y. Jia's role at the current company?
Alex Y. Jia's current role is Associate at RBC Dominion Securities.
What schools did Alex Y. Jia attend?
Alex Y. Jia attended Sauder School Of Business, Northeast Yucai School.
What are some of Alex Y. Jia's interests?
Alex Y. Jia has interest in Social Services, Figure Skating, Fiction Reading, Marvel, Economic Empowerment, Civil Rights And Social Action, Game Of Thrones, Marketing, Education, Reading.
What skills is Alex Y. Jia known for?
Alex Y. Jia has skills like Problem Solving, Fundraising, Customer Service, Social Networking, Social Media, Event Planning, Microsoft Office, Multilingual, At Multitasking, Teamwork, Public Speaking, Microsoft Excel.
Who are Alex Y. Jia's colleagues?
Alex Y. Jia's colleagues are Sergiu Luchian, Cfp®, Cim, Lucie Gravel, Brandon Bassett, Daniel (Xiang) Chen, Jason Greenlees, Fea, Liz Letourneau, Matthew Nadas, Cfa.
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