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Sergio Roldan Email & Phone Number
Intern Analyst
at
UBC Investment Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Intern Analyst
Location
Greater Vancouver Metropolitan Area, Canada
Company size
Who is Sergio Roldan? Overview
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Quick answer
Sergio Roldan is listed as Intern Analyst at UBC Investment Management, a with 18 employees, based in Greater Vancouver Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Sergio Roldan.
Sergio Roldan previously worked as Investment Management Intern at Worksafebc and Teaching Assistant at Beedie School Of Business At Simon Fraser University. Sergio Roldan holds Bachelor Of Business Administration - Bba, Accounting And Finance from Simon Fraser University.
Company email context
Email format at UBC Investment Management
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UBC Investment Management
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Profile bio
About Sergio Roldan
Finance and accounting professional with strong leadership skills and a solid academic background. Graduating with a Bachelor of Business Administration in Finance & Accounting from Simon Fraser University. Accolades include multiple SFU scholarships and strong performance in case competitions.
Current workplace
Sergio Roldan's current company
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Ubc Investment Management
4 roles
Sergio Roldan work experience
A career timeline built from the work history available for this profile.
Investment Management Intern
Current• Maintained and updated WorkSafeBC’s Accident fund ($25 billion) and Pension Fund ($2 billion), ensuring adherence to investment policies by analyzing weekly transactions, asset allocations, and portfolio performance• Conducted research on multiple bond indexes, forward-looking interest rate forecasts, and discount rate assumptions • Performed financial analysis on liquidity, leverage, and profitability metrics across various industries, leveraging FactSet and ratio analysis to assess risk• Prepared quarterly, annually, and ad hoc reports on asset class performance and fund composition to senior management, the board, and the investment committee, ensuring strategic alignment and data-driven decision-making
Sep 2024 - Present
Teaching Assistant
Bus 254- Managerial Accounting I• Demonstrated communication and time management skills by facilitating and leading tutorials for 48 students • Responsible for marking exams and providing constructive written or oral feedback on work submitted by students • Assist students in understanding core accounting concepts such as the preparation of internal financial statements
Jan 2024 - Apr 2024
Accounting Co-Op
• Develop and analyze monthly lead sheets for prepaids, inventory, investments, and other assets to streamline month-end closing activities and ensure accuracy• Conduct monthly bank reconciliations for over 25 accounts to ensure alignment with general ledger accounts• Process and approve expense reimbursement requests on SAP Concur and provide direct support to employees on corporate credit card policies.• Assist in creating and presenting PowerPoint slides that reflect the financial position of the branch to effectively communicate the financial performance to the CFO
May 2023 - Dec 2023
2 education records
Sergio Roldan education
Bachelor Of Business Administration - Bba, Accounting And Finance
Bachelor Of Business Administration - Bba, Finance, General
FAQ
Frequently asked questions about Sergio Roldan
Quick answers generated from the profile data available on this page.
What company does Sergio Roldan work for?
Sergio Roldan works for UBC Investment Management.
What is Sergio Roldan's role at UBC Investment Management?
Sergio Roldan is listed as Intern Analyst at UBC Investment Management.
Where is Sergio Roldan based?
Sergio Roldan is based in Greater Vancouver Metropolitan Area, Canada while working with UBC Investment Management.
What companies has Sergio Roldan worked for?
Sergio Roldan has worked for Ubc Investment Management, Worksafebc, Beedie School Of Business At Simon Fraser University, and Westport Fuel Systems.
How can I contact Sergio Roldan?
You can use AeroLeads to view verified contact signals for Sergio Roldan at UBC Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Sergio Roldan attend?
Sergio Roldan holds Bachelor Of Business Administration - Bba, Accounting And Finance from Simon Fraser University.
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