Angi Chao

Angi Chao Email and Phone Number

Portfolio Analyst at Guardian Partners Inc. @ Guardian Partners Inc.
Angi Chao's Location
Canada, Canada
Angi Chao's Contact Details

Angi Chao personal email

n/a

Angi Chao phone numbers

About Angi Chao

Graduated from Queen's Smith School of Business with extensive interests in capital markets and quantitive research. Currently pursuing CFA designation. Versatile skill set encompassing excellent problem solving skills, analytical skills, communication skills and proficiency in Microsoft Office Suite (Word, PowerPoint, Excel including VBA) and finance applications like Bloomberg.

Angi Chao's Current Company Details
Guardian Partners Inc.

Guardian Partners Inc.

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Portfolio Analyst at Guardian Partners Inc.
Angi Chao Work Experience Details
  • Guardian Partners Inc.
    Portfoilio Analyst
    Guardian Partners Inc. Jun 2023 - Present
    Toronto, Ontario, Canada
  • Guardian Capital Group
    Analyst
    Guardian Capital Group Jul 2020 - Jun 2023
    Toronto, Ontario, Canada
  • Ibm
    Financial Analyst
    Ibm May 2018 - Aug 2019
    Toronto, Ontario, Canada
    As a financial analyst, I performed variance analysis, month to month forecasting reports, assisted the CFO to consolidate sales target reports and prepared presentation materials to support senior executive meetings. I worked on numerous hardware and software sales contracts to track from a revenue and gross margin perspective and explored solutions to improve forecasting accuracy.
  • Bay Street Real Estate Investments
    Research Analyst
    Bay Street Real Estate Investments May 2017 - Aug 2017
    Toronto, Canada Area
    In this role, I was entrusted with analyzing Canadian real estate market trends for each property type, screened and consolidated data from industry surveys and realtor broker websites, and prepared market updates to facilitate agents in developing sales strategies. Overall, I was able to improve reporting process and efficiency.
  • Bank Of Communications Limited
    Risk & Compliance Analyst
    Bank Of Communications Limited May 2016 - Aug 2016
    New York City
    As a Risk and Compliance Analyst, I built an excel model to screen for unusual activities among retail clients' banking transactions and monitored questionable accounts. I performed background checks using AML compliance systems and ensured that risk mitigation actions are in place for outstanding transactions.

Angi Chao Skills

Leadership Time Management Microsoft Office Public Speaking Teamwork Fundraising Research Customer Service Powerpoint Microsoft Excel Team Leadership

Angi Chao Education Details

Frequently Asked Questions about Angi Chao

What company does Angi Chao work for?

Angi Chao works for Guardian Partners Inc.

What is Angi Chao's role at the current company?

Angi Chao's current role is Portfolio Analyst at Guardian Partners Inc..

What is Angi Chao's email address?

Angi Chao's email address is an****@****.com.hk

What is Angi Chao's direct phone number?

Angi Chao's direct phone number is +141647*****

What schools did Angi Chao attend?

Angi Chao attended Queen's University, Fudan University, Earl Haig Secondary School.

What skills is Angi Chao known for?

Angi Chao has skills like Leadership, Time Management, Microsoft Office, Public Speaking, Teamwork, Fundraising, Research, Customer Service, Powerpoint, Microsoft Excel, Team Leadership.

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  • Angi Chao

    Skate Instructor At Toronto Parks And Recreation
    Toronto, On
    1
    bankcomm.com.hk

    1 1416475XXXX

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