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Alison L.

Alison L.

Marketing Intern & Editorial Marketing Intern

Followers of Alison L.627 followers
location of Alison L.Greater Toronto Area, Canada

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  • Timeline

  • About me

    Senior Manager at CIBC Capital Markets | CFA, FRM

  • Education

    • McMaster University

      2017 - 2018
      Master's degree Master of Finance 11.2/12

    • South China Agricultural University

      2013 - 2015
      Bachelor in Economics Finance 85/100

    • South China Agricultural University

      2012 - 2016
      Bachelor of Management Real Estate Development and Property Management 90/100

      Activities and Societies: Land and Real Estate Association

  • Experience

    • Foshan Real Estate Information Co. Limited.

      Jan 2014 - Mar 2014
      Marketing Intern & Editorial Marketing Intern

      *Handled the management of part-time staffs and outdoor business development simultaneously *Skilled at information collection, integration and restatement with editing and posting daily, weekly, and annual reports from various real estate companies

    • Agricultural Bank of China

      Jul 2014 - Aug 2014
      Customer Service Representative

      *Effective in dealing with different kinds of clients by showing understanding and providing resolution*Promoted financial products by being sensitive to clients’ needs

    • MetLife

      Jan 2015 - Jan 2015
      Recruitment Trainee

      *Communicated with potential candidates and arranged interviews

    • McDonald's

      Oct 2015 - Feb 2016
      Accounting Intern

      *Quickly-learned MSIS Entry System, accurate and timely preparation of journal entries, ensured all A/P documentation are prepared and harmonized, generated balance reports using advances excel functions, gained praise for accuracy and efficiency*Excelled at communication with other branches (in MAS, SG, HK) to verify transactions and eliminate errors

    • 广发银行

      Mar 2016 - May 2016
      Analyst Intern in Personal Banking

      *Evaluated filed staff KPIs of 22 branched banks and prepared overall sales reports, including generating PivotTables and ranking reports of business volume*Outpaced and advanced client management by adding “birthday alert function” in client profiles in Excel *Analyzed revenue data from small business with SQL, contributed to evaluating credit risks in Pos-Loan

    • Meten International Education Group

      Jul 2016 - May 2017
      Performance Analyst & Study Advisor

      * Generated weekly, monthly and quarterly sales performance reports with advanced Excel functions and VBA, increased renewal and referral sales by 10% through conducting client analysis including study areas and affordability * Kept the highest student activation (25% higher than the best standard) by analyzing class records with SQL

    • HollisWealth

      May 2018 - Aug 2018
      Wealth Management Associate

    • DeGroote School of Business - McMaster University

      Sept 2018 - Jan 2019

      * Upgraded the whole databases through processing daily Bloomberg data of options on 18 Leveraged Exchange-Traded Funds tracking 3 indexes – S&P 500, Nasdaq 100, and Russell 2000 * Managed and analyzed data to demonstrate different slope patterns of volatility skew of non- leveraged ETFs, bull, and bear LETFs using MS Access Queries and via dynamic graphs, aligning with the asymmetric behavior of volatility* Created and automated a report with VBA to draw insights into different delta and price impacts of the moneyness ratio across options on LETFs with disparate leverage ratios* Slashed 50% time of data processing by building a moneyness-ratios transformation model with Excel to directly incorporate leverage effects into moneyness measures and tabulate calibrated implied volatility* Identified invalid data and tested the validity of transformed moneyness measure and calibrated implied volatility among different manual scenarios constructed by strike price ranges and time ranges using SQL Show less

      • Research Assistant (Derivatives, LETFs, Implied Volatility)

        Aug 2018 - Jan 2019

      • Teaching Assistant (Statistics)

        Sept 2018 - Dec 2018

    • TD

      Apr 2019 - Jan 2020
      Workflow Management Analyst

    • CIBC Capital Markets

      Jan 2020 - now

      • Senior Manager, Credit Risk Solution

        Mar 2024 - now

      • Trading Credit Risk Manager

        Jan 2020 - Mar 2024

  • Licenses & Certifications

    • National Computer Rank Examination Certification of Level 2 Microsoft Access

      Ministry of Education of China
      Mar 2014

    • 90th percentile of score Level I Candidates in CFA Program

      CFA Institute

    • 90th percentile of score Level II Candidates in CFA Program

      CFA Institute

    • Certified Financial Risk Manager (FRM)

      Global Association of Risk Professionals (GARP)

  • Honors & Awards

    • Awarded to Alison L.
      Awarded College Student Innovation Project-Rural Homestead Circulation in China - May 2015 Project Leader, one author of Rural Homestead Circulation in China, conducted field surveys by questionnaires, analyzed vacancy rate, income structure and circulation willingness of farmers by SPSS.
    • Awarded to Alison L.
      Excellent Youth League Member in Foshan, Guangdong, China Chinese Communist Youth League of Foshan, Guangdong May 2015 As a volunteer for Student Union of Foshan funded by the government, I contributed myself to make our city better, including building an internship platform, organizing salons and events helping start-ups issued by students get funded, and improving the public-transportation service system by citizen survey.
    • Awarded to Alison L.
      The 2nd Prize, Lichuang Cup Investment & Development Simulation Project Contest - Mar 2015 Conducted the whole development process of a residential and commercial district, including building directions and design, ratios between residential and commercial areas, civil budget, loan, sales prediction, capital budget
    • Awarded to Alison L.
      Outstanding Student Leader South China Agricultural University May 2014 As a vice president of the Land and Real Estate Association, my major work was to coordinate among the departments and communicate with directors.

  • Volunteer Experience

    • Newcomer Homework Club Tutor

      Issued by YMCA of Hamilton|Burlington|Brantford on May 2018
      YMCA of Hamilton|Burlington|BrantfordAssociated with Alison L.

    • PR, Organizer

      Issued by Foshan Undergraduate Association on Jul 2013
      Foshan Undergraduate AssociationAssociated with Alison L.