Jay Lan Email and Phone Number
As a fourth-year student at the University of Waterloo, I am immersing myself in the dynamics field of Math, Business & Legal Studies. I am passionate about the intersection of Math and Finance, and I am pursuing a CFA designation. I also have a strong interest in law, and I have set my sights on earning a law degree by 2030.I've garnered diverse experience across finance, consulting, and IT. I pride myself on my proficiency in tools pivotal in today's data-driven landscape, including Excel, Python, SQL, R, and Bloomberg Terminal. My experiences have honed my skills in financial modelling, analytical thinking, and effective communication.Feel free to contact me at jay.lan@uwaterloo.ca
Sun Life
View- Website:
- sunlife.com
- Employees:
- 25240
-
Private Fixed Income InternSun Life May 2024 - PresentSun Life Capital Management - Private Fixed Income - Specialty Finance & Securitization Shadowed in the structuring and pricing of asset-backed securities (ABS) deals and developed expertise in auto, commercial equipment, and mortgage asset classes. Automated ABS tranche analysis, improving the accuracy of asset quality evaluations and reducing analysis time by 30%. Conducted credit reviews of high loan-to-value assets and developed scenario testing, strengthening risk assessment byaccurately quantifying expected losses under extreme conditions. Managed the securitization cashflow database to track the performance of underlying assets, optimizing operatingefficiency by 10%. Coordinated with the IT team to develop automated key metrics reports, minimizing manual work and improving datareliability. Documented Bloomberg Terminal guides for comparing spreads on Canadian and US ABS deals, facilitating more informed market assessment. -
Capital Markets Treasury AnalystCibc Mellon May 2023 - Sep 2023Toronto, Ontario, CanadaCapital Markets - Treasury - Risk Management -
Financial Crimes ConsultantKpmg Jan 2023 - Apr 2023Toronto, Ontario, CanadaRisk Consulting - Forensics - Financial Crimes -
Financial Analyst Co-OpVenterra Realty Jan 2022 - Apr 2022Richmond Hill, Ontario, Canada-Automated monthly revenue analysis with Python to optimize the process time by 52% and visualized output data.-Analyzed department’s quarterly expenses with SQL and Excel to assist leaders allocated budgets. -
It Audit And Compliance Co-OpToronto Transit Commission (Ttc) May 2021 - Aug 2021Toronto, Ontario, Canada-Analyzed the Toronto Auditor General’s reports to mitigate TTC’s cybersecurity threats and project implementation risks via internal IT controls.-Audited incident management process based on COBIT Framework to improve the efficiency of recovery plans.-Audited IT asset management policies and reviewed the reengineering process to improve the accuracy and effectiveness of asset management. -
Student Representative At Waterloo Undergraduate Student Association (Wusa)University Of Waterloo Apr 2021 - Aug 2021 -
Student Representative At Math Faculty Students' Council (Mathsoc)University Of Waterloo Sep 2020 - Aug 2021-Helped organize several events, such as the Side Project Seminar, to connect first-year students all over the world during the lockdown. -Persuaded professors to add more interactive content to the first-year calculus course.-Elected as Deputy Speaker of the council in January 2021 -
Co-FounderLeading Learner Peer Tutoring Center Apr 2020 - Apr 2021Calgary, Alberta, CanadaLeading Learner Peer Tutoring Center aims to help high school students achieve academic goals in Math, Science, and English courses under Alberta curriculum. Through my entrepreneurship, I learned that initiatives, perseverance, and teamwork are critical in business.
-
Vice President Finance Of Carden (A Ja Company)Ja Southern Alberta Oct 2018 - Apr 2020Calgary, Alberta, CanadaJunior Achievement offered me an opportunity to run an independent company with other high school students. -Made break-even analyses, maintained financial records, and managed the bank account. -Achieved an ROI of 156%. -
Food And Beverage CashierMokka Cafe Jun 2018 - Sep 2018-Demonstrated strong attention to details through front end cash handling. Never recorded a cash register shortage.-Helped the owner increase revenues and attract more customers by offering discounts on the first 30 cups of coffee of the day.
Jay Lan Education Details
-
Bachelor Of Mathematics, Legal Studies Minor -
Bachelor Of Business Administration - Bba -
Dr. E.P. Scarlett High SchoolAlberta High School Diploma
Frequently Asked Questions about Jay Lan
What company does Jay Lan work for?
Jay Lan works for Sun Life
What is Jay Lan's role at the current company?
Jay Lan's current role is Private Fixed Income Intern @ SLC Management | Math & Business Student @ University of Waterloo.
What schools did Jay Lan attend?
Jay Lan attended University Of Waterloo, Lazaridis School Of Business & Economics At Wilfrid Laurier University, Dr. E.p. Scarlett High School.
Who are Jay Lan's colleagues?
Jay Lan's colleagues are Gunit Kaur Ahuja, David Ellerby, Jenny Tran, Cdfa, Jackie Whitlock, Amir Samadoff, Ada Mae Serrano David, Violette Berrios.
Not the Jay Lan you were looking for?
-
1gmail.com
-
1hotmail.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial