
Joy Huang
Consultant Intern, Procurement Analysis

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About me
BMO - Private Banking Portfolio Assistant
Education
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UBC Master of Food and Resource Economics (MFRE)
2016 - 2017Master of Food and Resource Economics Agricultural Economics
The University of British Columbia
2012 - 2016Bachelor of Arts - BA Economics
Experience

Greater Vancouver Food Bank
Apr 2017 - Aug 2017Consultant Intern, Procurement Analysis• Managed KPI to measure, control and benchmark procurement processes including creation of recurring metrics reports to drive improvements for the operations network.• Aligned with internal customers, Finance and Procurement Operations to understand budgetary targets by building and develop methods of measuring and defining savings, value and other category metrics.• Identified and executed value analysis and vendor cost savings opportunities as a cross-functional effort to deliver cost reduction targets and optimize other performance measures.• Produce daily, weekly, monthly and quarterly procurement spending reports using Excel and BI reporting tools (Tableau). Show less

UNS International Education Group
Dec 2017 - Mar 2019Operations Assistant• Provided administrative and secretarial support by drafting correspondence and transcribing and typing correspondence, reports, presentations, and memoranda.• Maintained and communicated monthly program budget actuals and forecast details to Marketing Manager and relevant team members. • Monitored and tracked registration, created and maintained student attendance records in Excel, and visualized relevant metrics for monthly reporting using advanced Excel functions (Pivot Tables, VLOOKUP). Show less

Scotiabank
Mar 2019 - May 2022● Effectively supported 2 marketing management teams (2 Associate Private Bankers, 2 Private Bankers) by maintaining and updating customer information within the Scotiabank CRM, Salesforce and Intralink system
Scotia Wealth Management Sales Support Officer
Nov 2021 - May 2022Scotia Wealth Management Administrative Assistant
Aug 2021 - Nov 2021Customer Experience Associate
Mar 2019 - Aug 2021

BMO Private Wealth
May 2022 - Aug 2024Portfolio Assistant• Consistently executed and verified financial transfers: inter-ports, investment accounts to bank accounts, internal/external registered/non-registered and Deemed Disposition in cash/in-kind transfers, FX and Outgoing Wire transfers to ensure proper processing according to established step-map.• Investigated failed or error trades and service requests to suggest corrective action resolution to investment counsellors
Licenses & Certifications

CFA Level 2
CFA InstituteAug 2019
CFA Level 1
CFA InstituteJan 2019- View certificate
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Financial Planning & Analysis (FP&A)
Corporate Finance Institute® (CFI)Mar 2021 
Investment Representative Training
Canadian Securities InstituteJul 2022
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