Joanna Chang

Equity Analyst

624 followers

Canada

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Timeline
About me
Investment Analyst, CPP Investments
Education
- Beedie School of Business at Simon Fraser University
  -
  Bachelor of Business Administration (BBA) Finance, General
  Select Competitions:- 1st Place: CPPIB Intern Case Competition (Toronto, 2021)- 2nd Place: WestPeak Stock Pitch Competition (Vancouver, 2021)- 1st Place: JDC West Business Strategy Competition (Vancouver, 2020)- 3rd Place: Linde Davies Investment Challenge (Vancouver, 2020)- International Case Competitor - Global Business Case Competition (Washington, 2019)
Experience
- Beedie Endowment Asset Management (BEAM) Fund
  Feb 2019 - Jan 2021
  Equity Analyst
  BEAM is one of the largest undergraduate student-run investment funds in Canada, with $6.6 million invested in Canadian equities, fixed income, and cash.
- Corporate Finance Institute® (CFI)
  May 2019 - Aug 2019
  Financial Analyst (Co-op)
- Leith Wheeler Investment Counsel Ltd.
  Sept 2019 - Jan 2020
  Research Intern - High Yield
- BCI
  Jan 2020 - Apr 2020
  Global Thematic Intern
- Scotiabank
  Sept 2020 - Dec 2020
  Equity Research Fall Associate
- Ontario Teachers' Pension Plan
  Jan 2021 - Apr 2021
  Investment Intern - High Conviction Equities
- CPP Investments
  May 2021 - Aug 2021
  Senior Intern Analyst, Sustainable Energies Group (Real Assets)
- Corporate Finance Institute® (CFI)
  Sept 2021 - Jun 2022
  Program Specialist
- CPP Investments | Investissements RPC
  Jul 2022 - now
  - Investment Analyst, Americas Leveraged Finance
    Jan 2024 - now
  - Investment Analyst, Direct Private Equity
    May 2023 - Dec 2023
  - Investment Analyst, Infrastructure (Real Assets)
    Jul 2022 - Apr 2023
Licenses & Certifications
- Piano Practical Level 10
  The Royal Conservatory of Music
- Passed Level I Exam
  CFA Institute
  Jul 2021
- Violin Practical Level 8
  The Royal Conservatory of Music
Volunteer Experience
- Business Strategy Competitor
  Issued by JDC West on Jul 2019
  Associated with Joanna Chang
- Senior Consultant
  Issued by Axis Consulting on Sept 2018
  Associated with Joanna Chang
- Director Of Administration
  Issued by SFU Business Administration Student Society on May 2018
  Associated with Joanna Chang
- Workshop Coordinator - Count on Me
  Issued by Enactus on Sept 2017
  Associated with Joanna Chang
- Talent Management - Human Resources Manager
  Issued by AIESEC on Jun 2017
  Associated with Joanna Chang