Jay W. Email & Phone Number

Toronto, Ontario, Canada

• Extract big and complex datasets and automate reports using PL/SQL, Microsoft SQL Server, Python, Data Virtuality from various internal databases, investment systems and in-house cloud based scheduling tool.• Develop, review and monitor over 1000 recurring SLAs (service level agreement) and by far over 12000 ad-hoc reports to ensure accurate and timely delivery of fund/product/strategy and company level information to internal and external stakeholders.• Generate and coordinate all monthly, quarterly and annually processes, including fund profiles, fact sheets, institutional reports, client statements, equity/fixed income characteristics, company/third party website data feed, SEC POS filing and etc.• Participate in various business and production level projects to support institutional sales, compliance, marketing, investment management, finance and IT governance initiatives.• Develop quality expectations and establish procedures to ensure all controls are maintained.• Communicate reporting changes, enhancements and modifications to stakeholders so that issues and solutions are understood.

Greater Toronto Area, Canada

• Research/Fundamental analysis: Closely collaborated with rest of the team to provide in-depth research support to the companies in our portfolio by conducting extensive top-down strategic analysis using Bloomberg, company financial reports, sell side reports and other resources• Financial Modeling and Reporting: Built financial statements, operational data, sensitivity analysis and DCF for Alibaba in Excel, prepared presentation desk, provided buy price and helped management make investment decision • Financial Ratios/Bloomberg/Excel Functions.: Developed and tested stock screening tool in Excel based on different financial ratios and metrics, improved our team’s stock filtering efficiency, and save screening time by a great margin• Fund Analysis: In-depth research and preparation of presentation on Sequoia Capital for internal knowledge sharing presentation

Hong Kong Sar

• Jupyter Notebook (Pandas): Facilitated reconciliation of internal record by utilizing Jupyter notebook to design code to partition, and extract daily portfolio valuation data, shortened reconciliation cycle by at least two days per week• PPT/Index Product Updating and Constructing: Prepared analysis by updating and redesigning PowerPoint about different Index daily leveraged product using Bloomberg and Wind, and created relevant graphs and tables using excel • VBA Automation: Actively engaged with fund manager in making daily portfolio rebalancing by writing VBA code to perform automation tasks

Hangzhou, Zhejiang, China

• Trading/Price Inquiry: Spearheaded in making daily inquiries about commodity future price and premium offering with over ten different contracted market makers • Trading Record Tracking: Facilitated excellent record tracking by constructing daily future trading summary chart and account opening record, sent the record to operation team for tracking• Option Price Analysis: Visualized commodity future contract historical price and P&S fluctuation in excel• VBA Analysis on Future Strategy: Improved future strategy by analyzing the effect of seasonality on my team’s future strategy by developing and applying VBA models, the results was reflected in the updated strategy set