Anna Song, Cfa work email
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Anna Song, Cfa personal email
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Experienced financial professional with proven financial analysis and research skills coupled with a strong desire to learn and exceed objectives. In-depth knowledge of investments, corporate finance, stock and project valuation and capital markets.Strong client focus with a passion for working with high net worth and institutional clients – ensuring all trading and portfolio rebalancing is executed according to clients’ investment objectives while monitoring capital markets activities and forecasts.With an innovative and entrepreneurial flair, is able to develop creative solutions to complex problems.Key qualifications: portfolio management; fixed income; equities; financial services; capital markets; financial analysis; fundamental analysis; financial modelling; valuations; investments; research; corporate finance; stock valuation; project valuation; trade execution; portfolio rebalancing; performance calculation; attribution analysis; compliance; portfolio review; database management; customer service.
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Vp Of FinanceKnnx Corp Sep 2017 - PresentToronto, Ontario, Ca -
Vp Of FinanceKnnx Corp Feb 2019 - Oct 2023Toronto, Ontario, Ca
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Assistant Portfolio ManagerJarislowsky, Fraser Limited Feb 2013 - Jan 2017Montreal, Quebec, CaAssisted with the discretionary portfolio management of segregated and pooled institutional funds as well as private client portfolios.- Trade execution and portfolio rebalancing based on clients' mandates.- Creation of portfolio investment proposals comprised of equity, fixed-income, FX products.- Creation of SIP for various clients including high net worth clients, pensions, endowment funds, and foundations. - Creation of business development PPT. - Preparation of RFP and questionnaire for investment consultants. - Client reporting including attribution analysis, performance analysis, quarterly compliance reporting and portfolio review. -
Instructor (Previously Teaching Assistant)University Of Toronto "Passing The Cfa" Sep 2013 - Nov 2014- Former teaching assistant who took on responsibility for teaching Level 1 classes in September 2014;- Responsible for creating CFA level 1 mock exams and quizzes and preparing key point notes for students;- Taught review classes for “Passing the CFA Level 1” program.
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Investment AnalystState Street Global Advisors Oct 2009 - Oct 2010Boston, Massachusetts, Us• Utilized performance measurement and accounting systems to calculate periodic portfolio returns and generate portfolio analytic reports for fund managers, client services, as well as marketing teams• Collected and calculated returns for regular and custom benchmarks; maintained calculation models in excel spreadsheet • Conducted attribution analysis with regards to duration, curve, credit spread and other components for fixed income portfolios• Liaised with global offices to implement the global conversion plan to migrate accounts onto new performance system • Participated in the preparation for firm-wide Global Investment Performance Standards (GIPS) compliance; assembled portfolio characteristics, verified composites’ return calculations, revised disclosures to ensure compliance -
Portfolio Manager AssistantJarislowsky Fraser Limited Aug 2007 - Oct 2009Montreal, Quebec, Ca• Traded money market securities (Treasure Bills, Commercial paper, banker’s acceptances) OTC according to specific investor mandates.• Built good relationships with custodies and brokers to ensure clients’ portfolio are maintained for their best interest. Ensured all account funds are fully invested and requests related to transactions are satisfied in a timely and particular manner. • Reviewed monthly and quarterly performance releases. Verified the accuracy of the performance and benchmark.• Consulted investors’ requests, transaction review and wire preparations. Conducted pool fund redemption and subscription transactions. Supported portfolio managers by preparing the sales materials, client presentation materials and monthly portfolio reports
Anna Song, Cfa Skills
Anna Song, Cfa Education Details
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Cfa InstituteCfa Charterholder -
University Of GuelphEconomics
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University Of TorontoPassing The Cfa Program
Frequently Asked Questions about Anna Song, Cfa
What company does Anna Song, Cfa work for?
Anna Song, Cfa works for Knnx Corp
What is Anna Song, Cfa's role at the current company?
Anna Song, Cfa's current role is VP of Finance.
What is Anna Song, Cfa's email address?
Anna Song, Cfa's email address is la****@****ail.com
What schools did Anna Song, Cfa attend?
Anna Song, Cfa attended Cfa Institute, University Of Guelph, University Of Toronto.
What are some of Anna Song, Cfa's interests?
Anna Song, Cfa has interest in Cooking, Traveling, Reading, Hiking, Mountain Biking.
What skills is Anna Song, Cfa known for?
Anna Song, Cfa has skills like Powerpoint, Performance Measurement, Multi Factor Linear Regression Model, Fixed Income, Investment Consulting, Fundamental Analysis, Database Management, Valuation, Financial Modeling, Capital Markets, Asset Valuation Models, Investments.
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