Rick Chang is a Associate at Cline Consulting | McMaster at Cline Consulting.
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AssociateCline Consulting Sep 2024 - PresentHamilton, Ontario, Canada -
Investment Banking AnalystStillwater Capital May 2024 - Aug 2024 -
Associate, Investment ProductsIa Private Wealth May 2023 - Apr 2024Toronto, Ontario, Canada– Released a daily pre-market report using data from Bloomberg to provide 600+ financial advisors with financial markets news ahead of the trading day– Constructed a monthly macro report using Bloomberg Terminal and Microsoft Office, ultimately summarizing market-related and economic news to 600+ readers– Created a monthly money-market report highlighting money-market news and provided a recommended list of GICs, HISAs, and other related investments for 600+ investment advisors– Produced 30+ client-facing portfolio proposals using Microsoft Excel and Workgroups Davinci to showcase the portfolio’s investment mandates, investment and regional allocation, past performance and a summary of client fees– Supported daily trading activities using Microsoft Excel and Croesus to consolidate accounts requiring rebalancing -
Senior Associate, ResearchDegroote Finance & Investment Council (Dfic) Oct 2021 - Sep 2023Hamilton, Ontario, Canada– Constructed earnings reports to summarize company guidance and quarterly performance, compare the earnings to market estimates and financial model projections to ultimately provide a buy, hold, or sell recommendation for our $100,000 investment fund– Updated financial models for our investment fund holdings using company quarterly and annual earnings reports resulting in updated price targets and estimates for future company performance – Performed company and industry research to develop a top picks list recommending three companies in the consumer staples and healthcare sectors, providing stock pitch ideas for the investment council – Developed a weekly portfolio tracker, including risk metrics and dynamic charts using Bloomberg Terminal and Microsoft Excel, providing executives with relevant, accurate and updated information to monitor portfolio performance– Summarized economic, political and financial market news from Bloomberg, The Wall Street Journal, and Financial Times to produce a weekly newsletter for 500+ readers -
Sales AssociateHudson'S Bay Jun 2022 - May 2023Burlington, Ontario, Canada– Provided outstanding customer service with a customer-first approach and enhanced customer shopping experience, facilitating $7,500+ average monthly sales– Established customer relationships through 100+ Hudson’s Bay Mastercard and Hudson’s Bay Reward Program registrations, leading to outperformance in key performance indicators– Rotated in multiple departments, including menswear, jewelry, and footwear and demonstrated extensive knowledge of current trends to provide product suggestions– Delivered outstanding performance in a fast-paced environment during the year's busiest season by maintaining high customer service standards, rapid inquiry responses and contributing to a healthy workplace culture -
Line CookHutch'S Harbour Front Apr 2019 - Sep 2021Hamilton, Ontario, Canada– Worked 20+ hours each week during a full-semester course load at a traffic-heavy restaurant in the Bayfront area – Led and trained 10+ new employees to perform effectively and integrate into the restaurant’s culture and standards– Carefully managed weekly shipments of ingredients to ensure deliveries were accurate and products were stored efficiently– Memorized methods for safe food preparation, assembly and presentation for 20+ dishes to provide excellent service to customers
Rick Chang Education Details
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Accounting And Finance
Frequently Asked Questions about Rick Chang
What company does Rick Chang work for?
Rick Chang works for Cline Consulting
What is Rick Chang's role at the current company?
Rick Chang's current role is Associate at Cline Consulting | McMaster.
What schools did Rick Chang attend?
Rick Chang attended Degroote School Of Business - Mcmaster University.
Not the Rick Chang you were looking for?
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Richard Chang
Greater Toronto Area, Canada -
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Rick Chang
Toronto, On -
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