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Zexu (Bill) H.

Zexu (Bill) H.

MGTSC 312 Teaching Assisstant

Followers of Zexu (Bill) H.390 followers
location of Zexu (Bill) H.North York, Ontario, Canada

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  • Timeline

  • About me

    Sustainable Finance @ ECCC | Investment Banking @ Colton Alexander | Rotman MBA'24 | Passionate about Finance

  • Education

    • Canadian Securities Institute

      -
      Investment Funds in Canada

    • 加拿大多伦多大学 - 罗特曼管理学院

      2022 - 2024
      Master of Business Administration - MBA

      Activities and Societies: UPP PE Case Competition First Place RBC M&A Case Study Honorable Mention TD M&A Case Competition, CIBC M&A Case Competion, National Bank Stock Pitch Participant

    • Alberta School of Business, University of Alberta

      2013 - 2017
      Finance

  • Experience

    • Alberta School of Business, University of Alberta

      Sept 2015 - Apr 2016
      MGTSC 312 Teaching Assisstant

    • 加拿大阿尔伯塔大学

      Jan 2017 - Apr 2017
      OM 352 Teaching Assistant

    • Huarong International Financial Holdings Limited

      Aug 2017 - Sept 2017
      Asset Management Analyst Internship

      - Conducting in-depth industry, company and product-related research to support the analysis in underlying investment strategies- Assisting in drafting and preparation of internal execution documents, including but limited to descriptive memoranda and investment commitment reports, etc.- Facilitating financial statement and valuation analyses, as well as other due diligence tasks

    • Scotiabank

      Dec 2018 - Jun 2022
      Financial Business Advisor

      - Conducted financial statement and credit analyses for business, developing tailored advisory strategies for cash and liquidity management, ensuring lending activities adhere to bank predefined risk thresholds.- Performed in-depth business analysis and credit assessments for SME clients, authoring credit proposals to adjudication team for business credit facilities.- Devised innovative investment strategies and provided tailored financial advice, leveraging extensive knowledge of business and customer life cycle needs. Achieved recognition as a Top 25 Advisor in the region, contributing to the branch's outperformance of larger branches by 20% in traffic and revenue. Show less

    • Colton Alexander

      Sept 2023 - Nov 2023
      Fall Investment Banking

    • Environment and Climate Change Canada

      Jan 2024 - Apr 2024
      Sustainable Finance - Winter Analyst

  • Licenses & Certifications

  • Volunteer Experience

    • Safewalk Patroller

      Issued by University of Alberta Students' Union on Dec 2012
      University of Alberta Students' UnionAssociated with Zexu (Bill) H.

    • Marshal of Santa Claus Parade

      Issued by City of Edmonton on Dec 2013
      City of EdmontonAssociated with Zexu (Bill) H.

    • Bridge Speaker

      Issued by University of Alberta Students' Union on Sept 2014
      University of Alberta Students' UnionAssociated with Zexu (Bill) H.

    • Tax reporter

      Issued by University of Alberta Accounting Club on Apr 2015
      University of Alberta Accounting ClubAssociated with Zexu (Bill) H.

    • Student Engagement Director

      Issued by University of Alberta Business Student Association on Sept 2015
      University of Alberta Business Student AssociationAssociated with Zexu (Bill) H.