Joy Huang

Joy Huang

Consultant Intern, Procurement Analysis

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  • Timeline

  • About me

    BMO - Private Banking Portfolio Assistant

  • Education

    • UBC Master of Food and Resource Economics (MFRE)

      2016 - 2017
      Master of Food and Resource Economics Agricultural Economics
    • The University of British Columbia

      2012 - 2016
      Bachelor of Arts - BA Economics
  • Experience

    • Greater Vancouver Food Bank

      Apr 2017 - Aug 2017
      Consultant 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 2019
      Operations 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 2022
      • Scotia Wealth Management Administrative Assistant

        Aug 2021 - Nov 2021
      • Customer Experience Associate

        Mar 2019 - Aug 2021
    • BMO Private Wealth

      May 2022 - Aug 2024
      Portfolio 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 Institute
      Aug 2019
    • CFA Level 1

      CFA Institute
      Jan 2019
    • Financial Planning & Analysis (FP&A)

      Corporate Finance Institute® (CFI)
      Mar 2021
      View certificate certificate
    • Investment Representative Training

      Canadian Securities Institute
      Jul 2022