Jonathan Bryan Yip, Cfa work email
- Valid
Jonathan Bryan Yip, Cfa personal email
What is the difference between improving 1% and worsening 1% every day for a year?Let's do some calculations:1.01^365=37.780.99^365=0.03What started as a mere 1% difference a day results in a final value 1,480 times greater. This simple calculation changed my perspective on life and personal growth.As a child, I have always loved solving numerical problems and finding absolute solutions to everything. However, we as humans are hardwired to loathe uncertainty, and as I grew up, I gradually realized the fact that life is unpredictable. We all want to know for sure whether we can get this job offer, whether this stock will go up or down, or even whether your crush likes you or not. But life always plays tricks on us; we get rejected by companies, the stock price goes in the opposite direction, and our crush is in love with another person. There are many things that you can’t control in life but I am certain of one thing: if I strive to become a better person tomorrow than I am today, even if it is just being 1% better every day, I will have a higher chance of succeeding and becoming whom I want to be regardless of where life decides to lead me.Areas of Interests: Excel Consultancy, Asian Equity Market (Shanghai, Hong Kong), Option Strategies, Mergers & Acquisitions, Actuary, Risk Management
-
FounderModern Space Living May 2020 - PresentVancouver, British Columbia, Canada✔Started an e-commerce company from the ground up and scaled it to achieve $600,000 in annual revenue within four years, facilitating a successful transition from traditional employment to full-time entrepreneurship✔Boosted net profit margin from 35% to 55% by establishing direct relationships with manufacturers, streamlining the supply chain, and automating critical workflows✔Launched targeted advertising campaigns and seasonal sales strategies to strengthen brand presence. This led to a 50% increase in customer acquisition and a 20% boost in average order value -
Investment AnalystWorksafebc Dec 2019 - May 2022Vancouver, Canada Area✔Assisted in preparing monthly investment updates to the Corporate Controller and Chief Financial Officer by analyzing global financial market events and updating economic forecasts using sources such as Bloomberg, Bank of Canada, and major Canadian Banks✔Managed cashflow from operations of over $1 billion transfers annually to optimize invested capital while maintaining minimum working capital of the company✔Worked with the British Columbia Investment Management Corporation ("BCI") to review, analyze and reconcile data of investment performance -
Financial Services AssistantWorksafebc Sep 2019 - Nov 2019Vancouver, Canada Area
-
Investment Management CoopWorksafebc May 2019 - Aug 2019Vancouver, Canada Area✔Oversaw the compensation board’s $19 billion investment fund and $2 billion pension fund by ensuring that the investment adheres to the investment policy and generates adequate returns to support regular disbursements✔Enhanced critical Excel VBA macro add-in by developing more efficient codes and methods of web scraping to automate over 5000 weekly transaction, inventory, and indices data. The result is a 95% reduction in processing time from over 30 minutes to under 1 minute
-
AnalystRoynat Capital Sep 2018 - Dec 2018Vancouver, British Columbia, CanadaAs a Roynat Analyst Coop, I work with mid-market businesses to help them achieve their goals by providing innovative financing solutions.I work with relationship managers to structure credit facilities, terms and conditions within a credit application for adjudication by Risk Management. At Roynat, we believe every company should be able to make their vision a reality. We are a different kind of partner, providing unique financial solutions to help mid-market companies embrace opportunities right across Canada. I am proud to be part of the Roynat team, a group of professionals that has built its reputation as leaders by putting our knowledge of businesses to work for our clients. With the right financial partner, anything is possible. -
Equity Research AssociateCanalyst May 2018 - Aug 2018Vancouver, Canada Area✔Revamped over 200 US equity financial models by executing advanced excel functions and extracting financial data from the US SEC EDGAR system✔Canadian Financials Transfer Project: Rebuilt over 10 models by adding company guidance, segmented results and loans breakdown✔Exceeded target model quota by 25% and our team was the first out of nine sectors to complete all assigned models Participant of the ICTC Fintech Collaboration Project - Completed 4 microlearning sessions with revolving around the development of fintech and its applications -
Co PresidentUbc Bizchina Club Apr 2017 - Apr 2018Vancouver, Canada Area✔ Hired and managed a team of 15 executives while initiating an implementation timeline to increase membership ✔ Successfully elevated the profile of our club by actively developing marketing campaigns, identifying areas of improvement, and motivating team executives to work beyond expectations -
Associate Vp Corporate RelationsUbc Bizchina Club Oct 2016 - Apr 2017Vancouver, Bc✔ Secured two guest speakers through actively scheduling for speaking engagements at club events✔ Fostered four long-term relationships with corporate representatives to secure internship positions for students
-
Vp FinanceUbc International Charity Fund Nov 2016 - Apr 2018Vancouver, Bc✔ Established six sponsorship relations by collaborating with team to plan, coordinate and facilitate six events✔ Exceeded annual goal of $500 in potential sponsors by soliciting from companies beyond predetermined list
-
Customer Service InternSinolink Securities Jun 2017 - Jul 2017Hong Kong✔ Optimized the process of opening client brokerage accounts by simplifying document templates used for KYC risk compliance from 7 to 3 pages so applications can be processed within 24 hours upon receipt of required documents✔ Increased physical file storage capacity by 25% through introducing a new alphabetical labeling system that reduced time to retrieve over 50,000 client account paper files✔ Collaborated with wealth management, settlement and trading departments to deal with customer demands and resolved over 50 customer enquiries throughout one month -
InternGransing Securities Co. Ltd Jun 2015 - Aug 2015Hong Kong✔ Processed over 7000 client files by establishing an efficient strategy for the transition of company going paperless✔ Managed and inspected 10 company's financial statements to identify errors and improve accuracy✔ Acquired basic knowledge of securities, client accounts and stock market
Jonathan Bryan Yip, Cfa Skills
Jonathan Bryan Yip, Cfa Education Details
-
1St, 2Nd, 3Rd, & 4Th Year Honours -
Finance, General -
41/45 Points
Frequently Asked Questions about Jonathan Bryan Yip, Cfa
What company does Jonathan Bryan Yip, Cfa work for?
Jonathan Bryan Yip, Cfa works for Modern Space Living
What is Jonathan Bryan Yip, Cfa's role at the current company?
Jonathan Bryan Yip, Cfa's current role is Entrepreneur.
What is Jonathan Bryan Yip, Cfa's email address?
Jonathan Bryan Yip, Cfa's email address is jo****@****ebc.com
What schools did Jonathan Bryan Yip, Cfa attend?
Jonathan Bryan Yip, Cfa attended Ubc Sauder School Of Business, The University Of British Columbia, Diocesan Boys' School.
What skills is Jonathan Bryan Yip, Cfa known for?
Jonathan Bryan Yip, Cfa has skills like Teamwork, Management, Social Media, Financial Analysis, Marketing, Sponsorship, Leadership, Time Management, Event Planning, Public Speaking, Microsoft Office, Customer Service.
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