Executive Assistant at DX Financial (Canada) Ltd. (2023-08 – Present)
- Secured over $2M in funding for the company's investment pool.
- Built and cultivated strong relationships with individual and corporate investors to enhance future investment opportunities for the company.
- Executed marketing initiatives to enhance brand visibility and attract a broader audience, increasing awareness of the company's offerings.
- Enhanced reporting and presentation skills by delivering comprehensive results to investors and up-lines with clarity and professionalism.
- Coordinated bi-weekly seminars for new potential investors, presenting key industry insights and company offerings to facilitate their understanding and engagement.
- Provided guidance and support to new hires, ensuring a smooth onboarding process and fostering their integration into the team.
Junior Business Analyst at DX Financial (Canada) Ltd. (2021-05 – 2021-09)
- Conducted financial analysis and cost calculations for construction mortgages, evaluating various timeframes to optimize decision-making.
- Constructed an interactive Google Map to visualize mortgage locations and associated data.
Credit & Risk Analyst at Industrial and Commercial Bank of China (ICBC) (2019-06 – 2019-09)
- Built stress-testing models for mortgage and corporate lending portfolios to evaluate the impact of interest rate changes and economic downturns.
- Conducted credit risk assessments for commercial loan portfolios totaling $150M+, identifying high-risk accounts and recommending restructuring strategies that reduced delinquency rates by 7%.
- Enhanced soft and interpersonal skills by collaborating closely with senior management and colleagues, fostering effective teamwork and clear communication across departments.
