Deep Enrich
Sofi Sun
Trilingual Tour Guide
740 followers
Montreal, Quebec, Canada
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About me
Financial Lines Underwriter | McGill 23' Finance & Accounting
Education
The Hebrew University of Jerusalem
2022 - 2022Academic exchange program, comparing startup and venture capital Ecosystems in Canada and IsraelGerald Schwartz & Heather Reisman Foundation Scholar
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Pearson Electrotechnology Centre (PEC) - Lester B. Pearson School Board
2016 - 2018Diploma of Education residential and commercial draftingObtained A for all modules
McGill University - Desautels Faculty of Management
2021 - 2023Bachelor's degree Finance, GeneralFinance major, Accounting concentration
Experience
Sinorama
Mar 2018 - Jan 2020Trilingual Tour GuideOrganized up to 60 people for 3-day trips to North American cities
McGill University - Desautels Faculty of Management
Aug 2022 - May 2023Research AssistantTopic: Financial Analysts' Risk Discussion - Analysts' private interaction with managementSoftware: SAS, Python
McGill Ventures
Dec 2022 - Dec 2023VP of FinanceEvent budgeting and planning, Analyst Program
Chubb
May 2023 - Aug 2023Underwriting Intern-Financial LinesChubb
Feb 2024 - nowFinancial Lines Underwriter- Conducting quant & qual financial analyses and risk assessments (firm-specific and systematic) for mid to large-sized P/NP companies in diverse industries.- Applying specialized knowledge, customizing underwriting approaches to tackle sector-specific risks and capitalize on market opportunities.- Proficient in evaluating financial health, corporate structure, management control, and market trends to optimize insurance premium pricing and drive profitability.
Licenses & Certifications
- View certificate
CFA Program Level I
CFA InstituteJun 2024
- View certificate
Data Analysis with Python
CourseraMar 2022 
Exam FM (Passed)
Society of ActuariesAug 2023- View certificate
Virtual Internship
JPMorgan Chase & Co.Aug 2022 - View certificate
Building a Financial Model (of a Company)
The Marquee GroupFeb 2022
Volunteer Experience
Club member
Issued by McGill Investment Club on Sept 2021
Associated with Sofi Sun
Languages
- enEnglish
- frFrench
- maMandarin
- koKorean
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