Wei (Davis) Dai Email & Phone Number

Shenzhen, Guangdong, China

• Developed a deep understanding of the mainstream investment strategies and quantitative trading models
• Assisted portfolio managers with developing and back-testing trading models of US stock index and USDCAD
• Independently developed a semi-quantitative US stock index trading model with back-tasted annual return of 38%

Beijing City, China

• Silk Road Fund mainly provides investment and financing support for trade and economic cooperation and connectivity under the framework of the Silk Road Economic Belt and the 21-Century Maritime Silk Road Initiative..
• Acquired fundamental knowledge and… Show more Silk Road Fund mainly provides investment and financing support for trade and economic cooperation and connectivity under the framework of the Silk Road Economic Belt and.
• Acquired fundamental knowledge and skills regarding corporate structuring, PE investment and SPV management
• Strengthened financial analysis skills and project management skills by assisting the manager to examine the financial data of multiple international investment projects across Eurasia
• Assisted the Finance Manager to sort and keep track of all the accounting vouchers
• Prepared balance reconciliation statement on monthly basis according to the statement of account from the banks to keep up with the accounting process

Victoria, BC

• Money Mart offers a variety of alternative financial services such as check cashing, money transfers, prepaid debit cards and payday loans.Key Responsibilities:
• Developed data-analysis skills by examining customers’ tax profiles of different provinces and sending to the corresponding processing team after the potential problems are identified
• Demonstrated problem-solving skills by effectively handling multiple tasks from supervisors and by managing a variety of problems from… Show more Money Mart offers a variety of alternative financial services such as.
• Demonstrated problem-solving skills by effectively handling multiple tasks from supervisors and by managing a variety of problems from hundreds of local stores in a fast-paced professional environment
• Exhibited excellent communication skills through coordinating and liaising between store managers, tax processors and supervisors to improve the working efficiency
• Satisfied various requests and demands from customers through online chats and phone calls

Shanghai

• The Canadian Chamber of Commerce in Shanghai is the pre-eminent member driven organization supporting Canadian business and community interests. CanCham informs and promotes Canadian interests in Eastern China and.
• Assisted managers to organize prestigious business or networking events for Canadian government officers and the local business community including a… Show more The Canadian Chamber of Commerce in Shanghai is the.
• Assisted managers to organize prestigious business or networking events for Canadian government officers and the local business community including a Luncheon with Canada Minister of International Trade and a.
• Assisted in the coordination of conferences, presentations and meetings by contacting sponsors and attendees, hosting the opening ceremony, and purchasing supplies
• Worked with 3 volunteers as a team leader to run a booth for a lucky-draw and made a revenue of more than 7,000 RMB from the sales of raffle tickets at Canada Day Beach Party
• Assisted Deputy Director to manage the membership program including examining the eligibility and the background of new corporate members, following up and meeting with individuals or corporate members including BMO.

Wuxi

• Industrial and Commercial Bank of China has promoted reform and innovation as well as business transformation and developed retail finance, asset management, financial market and other businesses into important engines.
• Built effective business relationships through communication with over 50 dealers in the electronic devices market on a daily basis
• Increased revenue by successfully persuading 5 dealers to buy the Point of Sales… Show more Industrial and Commercial Bank of China has promoted reform and innovation as well as business transformation and developed.
• Increased revenue by successfully persuading 5 dealers to buy the Point of Sales terminals
• Identified 68 potential customers of the POS terminal through cold calling and telemarketing Show less

硕士, Master Of Commerce (Ext. Finance)

Core courses: Merger & Acquisition, Alternative investment(PE/VC), Applied Portfolio Mgmt, Applied Fund Mgmt, Financial Institutions

Bachelor Of Commerce (Bcom), Commerce

Activities and Societies: Uvic Investment Group • Enrolled in the Peter B. Gustavson School of Business • Participated in a co-operative.