Bruce Chen Email & Phone Number

Shanghai, China

Dongcheng District, Beijing, China

Shanghai, China

• Conducted market research on the global Robotaxi industry and access major companies’ performance in recent years, responsible for communicating recommendations to sales, trading and clients
• Produced a high-quality report on the leading steering company Nexteer, evaluated its core competitiveness and conduct financial modeling and valuation of the stock, support mutual fund clients make critical investment.
• Performed an in-depth research report of top autonomous driving player Baidu Apollo, evaluate the market size of the Chinese autonomous driving industry and Apollo’s future profitability for making investment.
• Developed and updated company-specific dynamic models that involved build P&L, Balance Sheet, CF Statements as well as operating data specific to the company covered

Montreal, Quebec, Canada

• Collaborated with strategists to position the fund and mitigate risks; led to 3.5% outperform over the benchmark in Q3

Montreal, Quebec, Canada

• Conducted a comprehensive IT sector overview, analyzed historical fund performance and macroeconomic drivers to estimate the potential impact on portfolio holdings, and moulded an industry outlook to facilitate.
• Developed investment thesis for stock pitches, performed valuation and due diligence to discover undervalued opportunities, and drafted quarterly sector coverage report to deliver fund performance results to investors

Montreal, Quebec, Canada

• Led the risk management team in analyzing and evaluating the funds and sectors’ current risk exposure and allocation, trading activities, strategic rebalancing requirements and risk compliance

Hangzhou, Zhejiang, China

• Conducted market research on the preschool education industry and wrote the industry report to support the manager in making critical investment decisions.
• Scripted investment roadshows to present ideas to manager thereby improving PowerPoint and presentation skills
• Analyzed the future development strategies of the two public listed companies and assisted the team in writing research reports

Shanghai, China

• Conducted market research in the consumer services subsector and assessed sector performance to support investment proposal that was engaged by the management and presented to the institutional client.
• Engaged in on-site due diligence and interviewed corporate executive teams of two coverage firms; produced a well-received equity report, which factored significantly in multiple buy-side institutions’ final investment.
• Extracted value-added insights from market data, published weekly analytical reports on the corporate website and social media platforms, facilitated an increase in views from 9,878 to 13,278 in two months

Master Of Management In Finance, Finance, General, Cgpa:3.95/4.00

Honour Bachelor Of Commerce, Finance, Gpa:3.9/4.0

Activities and Societies: Chinese student and Scholar Association at McMaster UniversityMajor in Finance, minor in Statistics

10-12

Activities and Societies: Captain of the basketball, won the provincial championship in 2015. Co-Chair of the International Student Program