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Donald Jobs
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No.67, Lane123, Job Road, Job District, Shanghai, China, 200070
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service@55.la
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(+86) 0592-5885308
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Objective: Securities and Investment Analyst
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Education
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University of Toronto at Mississauga
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Bachelor of Commerce, Finance and Economics
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May 2014
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GPA: 3.8
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Canadian Securities Course (Honours)
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Relevant courses: International Finance (including Valuation); Advanced Topics in Corporate Finance; Investments; Economics of Financial Risk Management; Seminar in Equity Research
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Relevant Experience
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TD Canada Trust (part-time)
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Assistant to Financial Adviser
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2013 - Present
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Reviews client files to evaluate alignment of investments with profile; identifies required action for Financial Advisor; drafted three proposals which were accepted
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Averages 10 cold calls/day to cultivate new clients. Increased new client portfolio by 25%
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Confirms receipt and delivery of securities and RRSP transfers
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Commended for ability to maintain customer focus while meeting tight deadlines
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UTM Undergraduate Commerce Society
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Vice-President of Finance
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2013 - Present
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Analyzed needs, negotiated sponsorships and presented at five special events featuring industry speakers
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Re-elected to second year term
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Increased level of Finance student participation by more than 20%
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Provided leadership to off-shore tech teams via training and analyzing business requirements
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UTM Investment Club
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Charter member
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2012 - Present
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Researches market sectors and presents appropriate investment recommendations at club meetings. Currently achieving average annual rate of return on portfolio of 14%
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Researched and analyzed student needs; investigated other student clubs; co-produced charter; launched first club of this type on campus
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Valuation Project, UTM Finance Course
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Jan 10 - Mar 12
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Analyzed fictitious, publicly traded company; valued securities and intangible assets; recommended opportunities that would structure capital so as to maximize value
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Showcased recommendations in advanced PowerPoint presentation and handouts
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Business Environment Assignment, UTM Finance Course
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Nov 11 - Dec 11
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Evaluated business environment for financial services organizations. Report included analysis of institutional policies and practices in light of economic and fiscal opportunities and constraints existing at the time
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Developed insights into today’s business environment for financial institutions
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OTHER EXPERIENCE
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Coach, community soccer team
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2011 - present
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Informally mentors children, enabling them to build confidence and team skills. Schedules practices; communicates with parents
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Cashier and Stockperson, Grand & Toy
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June - Sept. 2011
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Provided excellent customer service whilehelping customers locate and select merchandise
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Commended for managing cash accurately
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