Portfoilio Analyst
Current
Jun 2023 - Present
AeroLeads people directory · profile
Angi Chao Email & Phone Number
Portfolio Analyst at Guardian Partners Inc.
at
Guardian Partners Inc.
1 work email found
@guardiancapital.com
1 phone found area 416
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Analyst at Guardian Partners Inc.
Location
Canada, Canada, Canada
Who is Angi Chao? Overview
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Quick answer
Angi Chao is listed as Portfolio Analyst at Guardian Partners Inc. at Guardian Partners Inc., based in Canada, Canada, Canada. AeroLeads shows a work email signal at guardiancapital.com, phone signal with area code 416, and a matched LinkedIn profile for Angi Chao.
Angi Chao previously worked as Portfoilio Analyst at Guardian Partners Inc. and Analyst at Guardian Capital Group. Angi Chao holds Bachelor'S Of Commerce, Finance, General from Queen'S University.
Company email context
Email format at Guardian Partners Inc.
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{first_initial}{last}@guardiancapital.com
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AeroLeads found 1 current-domain work email signal for Angi Chao. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Leadership, Time Management, Microsoft Office, Public Speaking, and 7 others.
Current workplace
Angi Chao's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Angi Chao work experience
A career timeline built from the work history available for this profile.
Analyst
Jul 2020 - Jun 2023
Financial Analyst
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.
May 2018 - Aug 2019
Research Analyst
Bay Street Real Estate Investments
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.
May 2017 - Aug 2017
Risk & Compliance Analyst
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.
May 2016 - Aug 2016
3 education records
Angi Chao education
Bachelor'S Of Commerce, Finance, General
School Of Management, Fall Exchange
Education record
Earl Haig Secondary School
FAQ
Frequently asked questions about Angi Chao
Quick answers generated from the profile data available on this page.
What company does Angi Chao work for?
Angi Chao works for Guardian Partners Inc..
What is Angi Chao's role at Guardian Partners Inc.?
Angi Chao is listed as Portfolio Analyst at Guardian Partners Inc. at Guardian Partners Inc..
What is Angi Chao's email address?
AeroLeads has found 1 work email signal at @guardiancapital.com for Angi Chao at Guardian Partners Inc..
What is Angi Chao's phone number?
AeroLeads has found 1 phone signal(s) with area code 416 for Angi Chao at Guardian Partners Inc..
Where is Angi Chao based?
Angi Chao is based in Canada, Canada, Canada while working with Guardian Partners Inc..
What companies has Angi Chao worked for?
Angi Chao has worked for Guardian Partners Inc., Guardian Capital Group, Ibm, Bay Street Real Estate Investments, and Bank Of Communications Limited.
How can I contact Angi Chao?
You can use AeroLeads to view verified contact signals for Angi Chao at Guardian Partners Inc., including work email, phone, and LinkedIn data when available.
What schools did Angi Chao attend?
Angi Chao holds Bachelor'S Of Commerce, Finance, General from Queen'S University.
What skills is Angi Chao known for?
Angi Chao is listed with skills including Leadership, Time Management, Microsoft Office, Public Speaking, Teamwork, Fundraising, Research, and Customer Service.
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