Investment Analyst
Current
May 2024 - Present
AeroLeads people directory · profile
Joy Han Email & Phone Number
Master of Business Analytics | CFA
at
Enoch Wealth
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Master of Business Analytics | CFA
Location
Canada, Canada, Canada
Who is Joy Han? Overview
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Quick answer
Joy Han is listed as Master of Business Analytics | CFA at Enoch Wealth, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Joy Han.
Joy Han previously worked as Investment Analyst at Enoch Wealth and Strategy and Consulting Co-op at Worksafebc. Joy Han holds Master Of Business Analytics, Business Analytics from Ubc Sauder School Of Business.
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Enoch Wealth
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Profile bio
About Joy Han
- Highly-motivated MBAN from UBC Sauder and B.comm graduate from Rotman commerce.- Detail-oriented and holds responsibilities to support the team when given multiple tasks.- Strong relationship builder with a good blend of financial analysis experience including Equity and Fixed income valuation. - Passed all three levels on the first attempt and eligible for the CFA charter upon completing the required work experience.- Possess experience with data tools including Tableau, R, SQL, Excel VBA, AWS, Mango DB, and Python. - Outside of my career focus I have also been a competitive alpine skier and I am a certified dance instructor.
Current workplace
Joy Han's current company
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7 roles
Joy Han work experience
A career timeline built from the work history available for this profile.
Strategy And Consulting Co-Op
- Enhanced the KPI target system, resulting in more precise and actionable reporting for Executive members. By conducting research project on Institutional financial goal setting, facilitating interdepartmental meetings and variance analysis.- Demonstrated advanced proficiency in financial analysis by creating detailed visualizations using Excel for Board.
May 2023 - Sep 2023
Financial Planner
- Sought capital raising and investment opportunities through internal and external research; harnessing advanced tools including Excel, PowerPoint, Power BI, and trading platforms. Delivered insightful presentations, showcasing proficiency in financial analysis and investment strategies.- Provided strategic guidance to clients on wealth optimization.
Jan 2022 - Aug 2022
Business Analyst
- Utilized data and business analytical skills and tools including Python, SQL and Excel VBA- Successfully delivered complex data analytical project by generating Python report for client and summarized the performance metrics of Fintelics’ AI model- Worked with the Fintech team and performed financial risk estimation project using SA-CCR model, which.
Jul 2021 - Sep 2021
Associate Intern
- Assessed current operations and provided recommendations on expanding sales reach through new ecommerce platforms for Mannings, one of Hongkong’s largest health and beauty products chain stores- Worked on project team to conduct market research and competitor analysis for large Asian pharmaceutical company looking to expand into the U.S market with a new.
May 2019 - Jun 2019
Associate Financial Advisor
Libang Insurance Service Inc.
- Conducted market development and researches on various investments, insurance and portfolios, and provide costumer investment advice.- Regularly organize 20-100 people forums on financial knowledge and investment in wealth management products, which converted 90% of audience to costumers.- Implemented various risk control policies of the company through.
Sep 2017 - Apr 2019
Administrative Assistant
- Conducted marketing researches; assist with administrative work; follow up with customers’ investment planning. Result in more clients buying insurance and investment products.- Assisted general management by collecting and entering customer information for their insurance profile.
Jul 2016 - Aug 2016
5 education records
Joy Han education
Master Of Business Analytics, Business Analytics
Bachelor Of Commerce - Bcom, Management Focus In Finance
International Baccalaureate
Branksome Hall
Education record
Education record
FAQ
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Quick answers generated from the profile data available on this page.
What company does Joy Han work for?
Joy Han works for Enoch Wealth.
What is Joy Han's role at Enoch Wealth?
Joy Han is listed as Master of Business Analytics | CFA at Enoch Wealth.
Where is Joy Han based?
Joy Han is based in Canada, Canada, Canada while working with Enoch Wealth.
What companies has Joy Han worked for?
Joy Han has worked for Enoch Wealth, Worksafebc, Td, Fintelics, and Kpmg China.
How can I contact Joy Han?
You can use AeroLeads to view verified contact signals for Joy Han at Enoch Wealth, including work email, phone, and LinkedIn data when available.
What schools did Joy Han attend?
Joy Han holds Master Of Business Analytics, Business Analytics from Ubc Sauder School Of Business.
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