Profile
Yifei Z. - 16657 Investment Analyst from Canada
Completed
0
Assigned
0
Invites
0
Posted
0
Payments
$0.00
Rate/hr
$22.22
User ID
Yifei Z. - 16657
7:26 PM, GMT -05:00

Yifei Z. - 16657 Investment Analyst from Waterloo

About

I obtained my Honors B.A. Economics degree from McMaster University in June 2021, being on the Dean’s Honour List. My educational background equipped me with solid practical knowledge of finance, accounting, and economics. As an Equity Analyst at the Laurier Graduate Student Investment Fund, I conducted industrial analysis, financial statement analyses, and valuation for three companies independently, visualizing the ratio analysis using excel and PowerPoint. I have applied Excel Macro in multiple course projects and have received the VBA Certificate from Prism Resources at Laurier. I also have proficiency in using Capital IQ, Bloomberg Terminal, and WRDS.
Occupation

Investment Analyst

Work experience
2022 - 2022
Laurier Graduate Student, Equity Analyst
Investment Fund
2021 - 2021
Sales Associate, Barista
Nowness Bookstore & Café
Education
2021 - 2022
Wilfrid Laurier University
Master of Finance
2017 - 2021
McMaster University
Bachelor of Arts
Calendar
December 2023
SU M TU W TH F SA
Available
Unavailable

Skills

Capital Markets
1 Y
Discounted Cash Flow
1 Y
Eye for detail
1 Y
Financial Modelling
1 Y
Financial Statements/Financial Reports
1 Y
Financial Statements/Financial Reports > Balance Sheet
1 Y
Japanese
1 Y
Mandarin
1 Y
Microsoft Excel
1 Y
Microsoft PowerPoint
1 Y
Microsoft Word
1 Y
Mortgages
1 Y
Pivot Tables
1 Y
Presentation Skills
1 Y
Python Programming
1 Y
Report Writing
1 Y
Teamwork
1 Y
Visual Basic for Applications
1 Y

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