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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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