Jay Lan

Jay Lan Email and Phone Number

Private Fixed Income Intern @ SLC Management | Math & Business Student @ University of Waterloo @ Sun Life
wellesley hills, massachusetts, united states
Jay Lan's Location
Toronto, Ontario, Canada, Canada
About Jay Lan

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

Jay Lan's Current Company Details
Sun Life

Sun Life

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Private Fixed Income Intern @ SLC Management | Math & Business Student @ University of Waterloo
wellesley hills, massachusetts, united states
Website:
sunlife.com
Employees:
25240
Jay Lan Work Experience Details
  • Sun Life
    Private Fixed Income Intern
    Sun Life May 2024 - Present
    Sun 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.
  • Cibc Mellon
    Capital Markets Treasury Analyst
    Cibc Mellon May 2023 - Sep 2023
    Toronto, Ontario, Canada
    Capital Markets - Treasury - Risk Management
  • Kpmg
    Financial Crimes Consultant
    Kpmg Jan 2023 - Apr 2023
    Toronto, Ontario, Canada
    Risk Consulting - Forensics - Financial Crimes
  • Venterra Realty
    Financial Analyst Co-Op
    Venterra Realty Jan 2022 - Apr 2022
    Richmond 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.
  • Toronto Transit Commission (Ttc)
    It Audit And Compliance Co-Op
    Toronto Transit Commission (Ttc) May 2021 - Aug 2021
    Toronto, 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.
  • University Of Waterloo
    Student Representative At Waterloo Undergraduate Student Association (Wusa)
    University Of Waterloo Apr 2021 - Aug 2021
  • University Of Waterloo
    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
  • Leading Learner Peer Tutoring Center
    Co-Founder
    Leading Learner Peer Tutoring Center Apr 2020 - Apr 2021
    Calgary, Alberta, Canada
    Leading 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.
  • Ja Southern Alberta
    Vice President Finance Of Carden (A Ja Company)
    Ja Southern Alberta Oct 2018 - Apr 2020
    Calgary, Alberta, Canada
    Junior 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%.
  • Mokka Cafe
    Food And Beverage Cashier
    Mokka 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

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.

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