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CLASS OF 2017
“A number of
exciting, challenging
and important
problems at the
interface of finance
and insurance
require a new breed
of professionals.”
The Department of Statistical Sciences is tremendously excited to launch its new and innovative professional Masters of Financial Insurance (MFI). This program provides students with a sophisticated understanding of the complex interaction of the financial and insurance fields, and has been created in direct response to a need in industry for a new breed of professionals.
The MFI program is mathematically sophisticated, but grounded in practice, and contains a comprehensive and unique set of offerings with rigorous training in statistical science, actuarial science and finance. Graduates from this program will be well armed to face the highly skilled work required of them in the banking, insurance, pension and consulting industries.
Our 2016 cohort have been selected from a highly competitive applicant pool and come from solid quantitative backgrounds. MFI courses are a mix of theory and practice, and are taught by academic faculty and industry professionals and exposes students to real world problems and applications.
By Spring 2017, this select group of students will have reached a high level of technical expertise in finance and insurance. They will be available for full time industrial internships during the summer term (May through to August) and can be successfully placed in banking, pension, consulting, or insurance industries.
If you are interested in providing a summer work placement for one of our fabulous pre-professionals, or have any questions regarding the program or the candidates listed please do not hesitate to contact the MFI office.
PROGRAM OUTLINE
Courses and Scheduling
STA2540H Financial Risk Management
STA2551H Financial Insurance Case Studies
STA2536H Non-Life Insurance Mathematics
ECO2506H Economics of Risk Management
STA2550H Financial Insurance Seminar Series
STA2560Y Industrial Internship
STA2503H Applied Probability for Mathematical Finance
STA2530H Applied Time-Series Analysis
MMF2021H Numerical Methods for Finance
STA2535H Life Insurance Mathematics
STA2550H Financial Insurance Seminar Series
Second Semester
Summer
First Semester
THE MFI CLASS OF 2017
From left to right: Alexey Pakhuchiy, Tianjiao (Tian) Qi, John Feng, Zhenyi Li, Hualun Li, Siying (Stephanie) Feng, Kaiwen (Kevin) Jiang, Yiwen (Sophia) Zhang,
Adrien Brice Nouya, Jingyu Bao
MFI ADMINISTRATION
Professor Sebastian Jaimungal MFI Director
Sarah J. Lee MFI Program Coordinator
JINGYU BAO, PhD [email protected] ▪ 647 676-4953 ▪ www.linkedin.com/in/bao-jingyu-00495646
Jingyu is professional and passionate about applying his statistical expertise in the field of finance. His career interest lies in quantitative finance including modelling, data analysis, and statistical learning in finance. He is proficient in MS Office, C++, Python, R, Java & Oracle
University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 Tsinghua University, China ▪ Doctor of Philosophy, Statistics Peking University, China ▪ Bachelor of Science, Statistics
EDUCATION
EXPERIENCE
Wells Fargo Security, Charlotte, U.S., Front Office Quant Intern June 2016—September 2016 Created a new method of hazard curve building to avoid arbitrage in CDS market quotes Implemented the method into system library by using C++ Documented the method and algorithm in the company system China Ministry of Civil Affairs, Research Consultant February 2016—June 2016 Analyzed foundations’ net asset, income and expenditure data throughout country Provided advice of minimum & maximum percentages of charitable and administrative expenditures Presented the new policy to government officers Cedar Capital Management, Equity Research Quant Intern January 2016—February 2016 Explored novel factor models for improving alpha-seeking performance Studied, built and wrote a new alpha score method by using Python Created Python modules to integrate analysis and visualization of portfolio investment methods Department of Statistics, University of Chicago, Visiting Student 2014—2015 Built a new space-time model for large auto-correlated datasets Applied statistical method to select and diagnose space-time models Wrote R package to estimate and predict the new space-time model Center for Teaching Excellence, Tsinghua University, Research Assistant April 2014—June 2015 Built statistical model for teaching evaluation data Applied robust statistics to estimate the assessments Analyzed and modelled massive discreet data by R linking with JAVA and Oracle
PUBLICATIONS & PRESENTATIONS
A spatial dependent model for Climate Emulation, accepted by Environmetrics Screening Effect on Isotropic Gaussian Random Fields, submitted to Bernoulli A Spatially Varying Coefficient Model for Climate Emulation , 2015 Joint Statistical Meeting A Spatial Dependent Model for Climate Emulation, First National Statistical Graduate Forum 2015
AWARDS
2nd Prize: Guangua Scholarship 2013 Social Award: Tsinghua University Internship of Huaian 2013 2nd Prize: China Mathematical Contest in Modeling 2009 Silver Medal: Chinese Mathematical Olympiad 2007
EXTRACURRICULAR ACTIVITIES
Vice Director of Student Union at Peking University Team Leader of DotA e-sport team at Peking University Team Leader of social practice activities at Huai’an, Jiangsu
ADRIEN BRICE NOUYA, MSc [email protected] ▪ 647 676-2516 ▪ www.linkedin.com/in/adrien-brice-nouya-246b572b
Adrien has a thorough understanding and practical awareness of actuarial valuations, costings, & projections. He is able to perform statistical, accounting & financial analysis through practical educational experiences, and is adept at conducting research & technical report development. He is skilled in MS Office; VBA with Excel; R; Matlab; SPSS; AS400 & bilingual in French & English.
EDUCATION
University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 Heriot-Watt University, Edinburgh, Scotland ▪ Masters of Science, Actuarial Science Kwame Nkrumah University of Science & Technology ▪ Bachelor of Science, Actuarial Science & Statistics
EXPERIENCE
Axa Insurance Cameroon, Actuarial Intern March—August 2016 Participated in the monthly actuarial valuation process including data collection, analysis, producing results & reports based on related analysis requests Performed IBNR valuations & health insurance portfolio monitoring Collaborated in determining reserves by creating report templates for the Health Department to align with new Solvency II requirements Reviewed & streamlined Travel insurance pricing spreadsheets for completeness Health insurance claim settlement using AS400 La General D’Expertise, Yaoundé Cameroon, Insurance data Analyst Intern May—September 2014 Sorted & processed data from relating to various insurance Hazards Prepared & presented risk information reports using Excel used by managers for review processes Development analytical solutions for motor insurance Kwame Nkrumah University of Science & Technology, Student Academic Assistant 2012—2014 Supported the delivery of lessons, workshops & tutorials Tutored up to 35 students taking Integrated Algebra and Logic & Set Theory Assisted students to improve their test scores by 20% Beneficial Life Insurance PLC, Douala, Cameroon, Actuarial Internship May—September 2012 Rotated between jobs to learn various operations & phases of insurance work such as underwriting, pension, reserves, & product development Introduced a new life insurance product to clients—70% purchased over 2 week period Communicated with concerned clients & assisted in claims settlement
LEADERSHIP EXPERIENCE
International association of Black Actuaries (IABA) 2016 Customer Service/Sales Agents—OffToWork—Birmingham UK September—December 2015 International Students’ Representative—College of Science, KNUST 2012—2014 Founding Member—KNUST Actuarial Student Club (KASC) 2013 President Cameroon Student Association Ghana (CAMSUK), KNUST 2012—2013
AWARDS
£2000 Student Fees Academic Award - Heriot- Watt University 2014 Best International Student—Department of Mathematics—KNUST 2014 O– and A-level Distinction Awards by Les Brasseries du Cameroon 2009
EXTRACURRICULAR ACTIVITIES
Swimming Reading College Football
PROFESSIONAL CERTIFICATIONS & EXAMINATIONS
Completed & received exemption from the core technical examinations (CT1 to CT8) of the Institute &
Faculty of Actuaries UK
QIANYI JOHN FENG, MSc (Expected 2017) [email protected] ▪ 647 261-5165 ▪ www.linkedin.com/in/john-feng-a3810612a
John has a strong ability to utilize academic training in actuarial science and finance with hands-on experience in insurance and financial services. He is skilled in Excel, VBA, Python, SAS, R and all MS Office applications.
University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 University of Calgary ▪ Bachelor of Science with distinction, Actuarial Science 2012—2015 Casualty Actuarial Society 2013—2014 Passed Exam Probability, Life Contingencies, Financial Mathematics
EDUCATION & TRAINING
EXPERIENCE
KPMG, Actuarial Associate, September 2015—August 2016 Develop data analytics work, including data extraction, transformation, load & analysis by using common
analytic software, such as Excel or SQL Creating spreadsheets to perform GAAP valuation and test; calculated reserve and the minimum capitals of
regulatory requirements Participated in the entire process of monthly actuarial valuation, including data reconciliation and analysis, setting up models, producing results and dealing with various analysis requests Mercer, Group Benefits Analyst February 2015—August 2015 Reviewed annual health insurance renewals and prepared full analysis and reporting Provided accurate interpretation of benefit and pension policies and guidance regarding group programs Administered Canadian pension & group benefits programs for union and salaried employees and maintained
employee personnel, pension & benefit files ERGO Life Insurance, Actuarial Analyst May 2014—August 2014 Involved in pricing exercise for life insurance products such as Critical Illness Insurance with Total Permanent
Disability (TPD) & Endowment Insurance with Dividends based on assumed interest rates and regulatory legislations
Developed actuarial assumption by summarized mortality rates, accidental rates, discount rate and interest rate
Projected annual & monthly cash flow to calculate insurance benefits, book value, cash value, & investment income
Derived a specific formula of basic premium for 1000 units based on insurance benefits, dividends and annuity factors using Excel
SKILLS
Technical: Word, PowerPoint, advanced Excel & Access, VBA, Python, SAS & R Time Management: Developed & maintained taking full course load, volunteering for campus career services,
and studying professional exams Customer Service: Communicated with consulting clients about actuarial projects & quickly find their needs &
resolved problems as shown within authority limits Problem Solving: Ability to identify trends & topics and develop strategic initiatives for the University of Calgary Actuarial Society’s newsletters and information sessions, strong process improvement aptitude
AWARDS
Faculty of Science Dean’s List at University of Calgary 2013/2014 Undergraduate Awards for International Students 2014 Towers Watson Actuarial Exam Excellence Award 2013/2014 2013 Student Peer Assistance Undergraduate Bursary 2013
EXTRACURRICULAR ACTIVITIES
University of Calgary Actuarial Society March 2014—December 2014 Handled & managed ASNA Calgary operations, marketing, promotions & sponsorship design Managed negotiation between the Department of Mathematics & Statistics & Students’ Union about funding
issues surrounding ASNA conference for students from the University of Calgary
SIYING (STEPHANIE) FENG, MSc (Expected 2017) [email protected] ▪ 647 673-2333 ▪ www.linkedin.com/in/siying-feng-126204110
Siying is a results-oriented professional with industry and academic experience in financial risk analysis, data analysis, statistical modeling and quantitative finance. Siying is highly skilled at using mathematical modeling to analyze financial risk and business problems. Proficient in Matlab, R, SAS, SPSS, MS Office, Adobe Photoshop
EDUCATION & TRAINING
University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 Wuhan University ▪ Bachelor of Financial Engineering Academic Development Seminar, University of Cambridge GPA 93/100, July 2014 CFA: Level 1 passed; Level 2 Candidate SAS Global Certification: Base & Advanced Level & R Programming: Certificate
EXPERIENCE
The Hong Kong & Shanghai Banking Co., Ltd (HSBC), Wuhan Branch, Elite Program Member January 2016 Drew up investment & financial plans for customers using various structured financing products in HSBC Tiandijiankun Investments Consulting Co., Ltd, Analyst Assistant January—March 2015 Assisted in developing bottom-up earnings models utilizing discussions with management, industry resources, and sell-side contacts Tested & evaluated the risk of earning models using Barra Risk Model (Matlab) Drafted the project investment proposal based on company fundamentals, earnings momentum, industry attractiveness, valuation & technical analysis Forex Capital Market Ltd. (FXCM), Junior Trader Intern Training Program August 2014 Managed a virtual foreign exchange trading account Submitted daily reports of forex fundamental and technical analysis and delivered daily presentations to
share trading strategies Won the best Analyst award [1/20] RMB Exchange Rate Marketization Reform Risk Management, Project Leader March 2013—March 2014 Conducted stress tests of the impacts of RMB exchange rate fluctuation on Chinese commercial banks’ asset
and liabilities management based on Monte Carlo Simulation Analyzed risk exposure of 14 listed Chinese banks and 1020 A-share companies based on Adler-Dumas model
and Augmented market model Mathematical Contest in Modelling (MCM), Meritorious Winner (9%) February 2014 Predicted the spread of Ebola virus based on SIR model Analyzed economic impacts on the R&D speed of Ebola medicine and vaccine Established a healthcare evaluation system for countries during the outbreak of Ebola Designed a plan to distribute Ebola medicine around the World by K-Means Clustering Business Negotiation Simulation Contest in Central China, Team Leader November 2013 Simulated the M&A activity between Shuanghui Group & Smithfield Foods Inc. Conducted SWOT and financial analysis of the merger, and valuated the market value of acquired company
based on DCF model
AWARDS
Mathematical Contest in Modeling (MCM), Meritorious Winner (9%) 2015 Business Negotiation Simulation Contest in Central China Area, Top 8 2013 Scholarship for Academic Excellence of Wuhan University 2014
EXTRACURRICULAR ACTIVITIES
Modeling: VAR, VECM, GARCH, K-Means Clustering, multivariate statistics, linear model, factor analysis Languages: English, Chinese Violin, Chinese Calligraphy, Graphic Design, Travel
KAIWEN (KEVIN) JIANG, MSc (EXPECTED 2017) [email protected] ▪ 647 219-1481 ▪ www.linkedin.com/in/kaiwen-jiang-2a953566
Kevin is a dedicated student who completed his undergraduate studies in Mathematics, Statistics & Biology. He has exceptional skills in data analysis and is adept with programming languages such as Python, R and Matlab. A passionate teacher, he is constantly seeking better ways to communicate concepts and hopes to apply these skills as a consultant in the insurance industry.
University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 University of Toronto ▪ Bachelor of Science, Mathematics, Biology, Chemistry GPA 3.5 Relevant Courses: Time Series Analysis; Stochastic Processes; Math Theory Finance; Regression Analysis
EDUCATION
EXPERIENCE
University of Toronto Mississauga, Mathematics Teaching Assistant September 2013—Present Conducted 10 weekly tutorials per tutorial section each academic term for various undergraduate math
courses Graded periodic assignments and tests whilst providing effective feedback to students Held 1 to 2 weekly office hours to answer questions from students University of Toronto, Statistics Consulting Course September 2013—2014 Collaborated with a psychology research student on a project about racial stereotyping and attention orientation Developed a statistical model to test if experimental data was sufficient to support the hypothesis Presented research project to collaborator and fellow students UTM Student Housing & Residence Life, Peer Academic Leader September 2010—2012 Mentored a group of 50 first-year students each year, advising them on academic matters Presented 10 weekly seminars each year for the first-year students covering a range of topics dealing with
adapting to the new academic environment of university Facilitated at least 10 study sessions covering a range of math and science courses, to help students prepare
for midterms and exams
EXTRACURRICULAR ACTIVITIES
Badminton & Squash Cooking Reading (popular science & science fiction)
PROFESSIONAL CERTIFICATES
SOA (Society of Actuaries): P (Probability)
HUALUN LI, MSc [email protected] ▪ 647 675-6780 ▪ www.linkedin.com/in/hualun-li-04b185129
Hualun is passionate about financial insurance. He worked as an actuary in China Pacific Insurance Company for three years. Moreover, he has a strong background in Mathematics, including a Master of Science degree in Applied Mathematics with Fudan University. The diversified background of Hualun Li elevates him to be a professional actuary in the future. He is skilled in MS Office, Matlab, R, SQL, C Language, LaTex
EDUCATION University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 Fudan University ▪ Masters of Science, Applied Mathematics East China University of Science & Technology ▪ Bachelor of Science, Information & Computing Science
EXPERIENCE
China Pacific Insurance Group Co. Ltd., Supervisor of Empirical Analysis 2012—2015 Forecasted & Back-tested cash outflow from surrender surplus using Moses and assisted in setting related quota policy Calculated lapse rate for all kinds of types of insurance products using exposure method by VBA and Excel,
and adjusted related actuarial assumptions Calculated reserves and reinsurance reserves for short-term insurance products Participated in making the annual operational analysis report AIA Insurance Co. Ltd., Internship, Division of Actuary, November 2011—December 2011 Assisted in the calculation of lapse rates, loss ratio for some insurance products Assisted in pricing some insurance products based on actuarial analysis reports Fudan University, Teaching Assistant in Advanced Mathematics, September 2010—January 2011 Conducted weekly tutorial lessons, gave feedback on assignments and exam papers, held office hours and
answered students’ questions Fudan University, Research Assistant May 2010– June 2011 Assisted Professor Wenlian Lu in a cyber-defense project, including coding stochastic dynamic systems in different topological structure networks by Matlab, theorizing observations from the simulations And typing results through LaTex ECUST, Research Assistant in Matrix Equation Project January 2008– June 2008 Assisted Professor Liang Bao in researching the Global GMERS method for solving Lyapunov equation and
simulated in Matlab
PUBLICATION
Participated in publishing an article “A Stochastic Model of Active Cyber Defense Dynamics” on Internet Mathematics, 11 (1), 23-61, 2015
AWARDS
Graduate Scholarships successively provided by Fudan University 2009– 2012 1st prize in Intramural Mathematical Modeling Contest provided by ECUST 3rd Prize in National Mathematical Modeling Contest, the Tenth Mathematical Modeling Invitational Contest
EXTRACURRICULAR ACTIVITIES
Tennis Basketball Guitar, Piano
PROFESSIONAL CERTIFICATIONS & EXAMINATIONS
Passed all fundamental exams by SOA (Society of Actuaries), including P (Probability), FM (Financial Mathematics, MLC (Models for Life Contingencies), MFE (Models for Financial Economics), C (Construction & Evaluation of Actuarial Models), FAP Modules 1-3, VEE Stage 1 CFA Level II Candidate
ZHENYI LI, MSc (Expected 2017)
[email protected] ▪ 647 475-3344 ▪ www.linkedin.com/in/臻一-李-058648102
Zhenyi graduated with a major in Actuarial Science (GPA of 3.67/4.0). He has proficient skills in Eview, R, Matlab, and MS Office. He is also versatile, adaptable, and has a proven ability to work under pressure. Zhenyi is passionate about finding solutions for diversification of insurance risk, particularly standardized contracts.
University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 Central University of Finance & Economics ▪ Bachelor of Science, Actuarial Science GPA 3.67/4.0
EDUCATION
EXPERIENCE
Academy of Chinese Actuarial Science, Team Leader October 2015—January 2016 Devised a proportional analytical method to compare and research different characters of same risks of
natural disasters and fluctuation in population Collected 396 data from 36 year books on agriculture, population distribution and municipal medical facilities Gathered information of agricultural and life insurance practice situations and predicted direction for insurance development for a decade Xinhua News Agency Index Center, Index Analytical Intern July 2015—September 2015 Summarized 67 thesis in agricultural index insurance, designed a data table in China Agricultural Index Insurance 2015 Edited & ranked the two parts of the Global Financial Center Index 2015: industrial support & service level by
collecting 53 indicators Independently wrote Xinhua-Baltic Freight Index 2015 Report Review by collecting 150+ reports from 63
media companies and edited 126 page file Designed presentational file in preparing bidding materials for Xi’an: The Start of Silk Road Economic Belt
project (won the tender) Taikang Life Insurance Company, Administrative Intern December 2013—January 2014 Hosted branch company conferences attended by approximately 100 agents; directed all parts of the
meeting Learned operation processes of policy information collection system; entered in more than 80% of new policies sold by the branch company & trained half of established agents to use the system Assisted in organizing the Company Annual Meeting by arranging the agenda for the event
AWARDS
Moral Integrity Prize of the University 2015 Third Prize in National Undergraduates Innovating Experimentation Project 2015 Outstanding Internship Prize 2014
EXTRACURRICULAR ACTIVITIES
Singing (Top 10 singer in the University) Consumer electronics Table Tennis (2nd prize in Insurance Department)
PROFESSIONAL CERTIFICATES
SOA (Society of Actuaries): P (Probability) -FM (Financial Mathematics) CAA: A1 (Mathematics, A5 (Life Contingency), A7 Accounting & Finance), A8 (Management of Actuary)
ALEXEY PAKHUCHIY, MSc (Expected 2017) [email protected] ▪ 416 833-5978 ▪ www.linkedin.com/in/alexey-pakhuchiy-b8273071
Alexey graduated with high distinction majoring in Mathematics & Statistics. He is a reliable and hard-working individual with a proven record of effectively communicating statistical and mathematical material. He also has strong computing software and programming skills including Java, Python, SQL, SAS and R. Alexey also has a good understanding of the financial world having taken several economics and management courses.
EDUCATION
University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 University of Toronto ▪ Honours Bachelor of Science Mathematics & its Applications Specialist (Statistics stream) GPA 3.91/4.0 Relevant Courses: Statistics & Finance; Time Series Analysis, Stochastic Processes; Regression Analysis; Applications of Statistical Methods (SAS & R); Fundamentals of Investment & Credit; Financial Derivatives; Microeconomics; Macroeconomics University College London ▪ Undergraduate Exchange program (First Class) Relevant Courses: Complex Analysis; Mathematical Methods; Optimization Algorithms in Operational Research
EXPERIENCE
University of Toronto, Teaching Assistant September 2014—August 2016 Led 14 tutorials. Conducted 1– or 2-hour weekly tutorial sessions for various mathematics and statistics
courses for students in both quantitative and non-quantitative programs. Courses taught included calculus, linear algebra and multiple probability and statistics courses
Planned the tutorials by emphasizing on the material that students had difficulties with in the past, based on past experience of taking and teaching the courses
Created quizzes for the tutorials in a way to best prepare students for the exam, resulting in higher exam grades for the students in my tutorials
Received great reviews from both instructors and students, praising my ability to explain material in an easy to understand fashion, along with my organizational skills
AWARDS
University of Toronto Dean’s List 2012, 2013, 2015, 2016 Study Abroad Scholarship ($2000) 2013
EXTRACURRICULAR ACTIVITIES
Playing sports such as soccer, tennis and golf, and organizing soccer games Watching soccer and ice hockey, and analyzing the data from the games and seasons Reading, mostly fiction, but also some psychology books along with some financial articles
SKILLS
Technical: MS Office, Java, Python, SQL, SAS, & R Communication: Proven communication skills demonstrated through teaching Language: Fluent in English & Russian
TIANJIAO QI, MSc (Expected 2017) [email protected] ▪ 647 710-3286 ▪ www.linkedin.com/in/tianjiao-qi-785b7959
Tian has a developed understanding of finance & statistics through study & work experience. The quantitative finance stream prepared her to excel in analyzing big data and working in this hybrid field of statistics, finance & insurance. Software skills include Matlab, R, Excel & MS Office Suite, SAP & Python.
University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 University of Toronto ▪ Bachelor of Science with High Distinction, Specialist (Co-operative) in Statistics and Quantitative Finance
EDUCATION
EXPERIENCE
University of Toronto, Teaching Assistant September 2013—Present Strong sense of responsibility shown by giving effective feedback to students for areas of improvement Critical thinking skills refined by preparing & conducting weekly tutorials from a student perspective to provide a stronger understanding of course materials Strong analytical skills shown by giving clear explanations to simplify abstract concepts for students Sanofi Pasteur, Quality Operations Co-op Position, Finance Assistant September 2013—August 2015 Abstracted raw datasets, evaluated & presented the trending of data & identified the root causes of production deviations with across functional teams Developed & analyzed the metrics for the quality systems supported by the Operational Quality Department Provided data perspective support to the development of Standard Work Instructions & training modules Reviewed the production cycle times on planned time with material management WorldPride 2014 Toronto, Research Team, Volunteer February 2014—September 2014 Effectively applied statistical skills to conduct research & data collection to prepare for the event Demonstrated exceptional performance & excelled above and beyond the call of duty, with a strong willingness to assist others Demonstrated exemplary team work to find solutions using improvised methods in order to succeed, while
remaining positive as a team AIA Singapore, Life Insurance for Singapore, Manager’s Assistant March 2012—May 2012 Strong resilience & learning skills demonstrated through acquiring necessary insurance knowledge within
time constraints & working under high pressure Strong sense of responsibility developed by communicating with stakeholders & updating the corresponding
insurance products effectively Exceptional attention to detail developed while inputting & analyzing confidential client information Outstanding communication and interpersonal skills developed through maintaining good relationships with
customers
AWARDS
Dean’s List 2016 ASA Datafest @ UofT, Best in Show & Visualization 2016 The MACGYVER & Most Valuable Participant Award in World Pride Festival 2014 2nd Year Honours List 2013
EXTRACURRICULAR ACTIVITIES
UTSC Music Club, Co-Founder Strong multi-tasking skills prioritizing academic, volunteer & club activities, performing all tasks effectively
with high quality Thorough leadership skills initiating the club, planning and organizing activities with the executive team Mature working attitude and ability to deal with personnel at different levels Yoga Instructor Exceptional patience & self-discipline in teaching yoga and self practice
Amateur Chinese classical poetry researcher Yoga & Pilates Cheering Squad Piano Avid Volunteer (World University Services; UofT Career Path Association)
YIWEN (SOPHIA) ZHANG, MSc (Expected 2017) [email protected] ▪ 647 628-9407 ▪ www.linkedin.com/in/yiwen-zhang-477aba60
Yiwen is passionate, driven & dedicated. She has developed skills in problem-solving, information synthesis, analysis, decisiveness and strategic thinking through academic and employment experience. She is adept at using tools such as R Software, MS Excel, Python, Matlab, SAS & SQL.
EDUCATION
University of Toronto, Toronto, ON ▪ Master of Financial Insurance Candidate 2017 University of Toronto ▪ Bachelor of Science, Statistics (Co-op) Specialist, Quantitative Finance Stream
EXPERIENCE
University of Toronto, Teaching Assistant January 2015—Present Prepared & held tutorials for classes of 30-40 students performing excellent presentation skills & strong
ability to transfer knowledge, methodology & techniques Created quizzes with other TA’s at am appropriate difficulty level & marked term papers Provided effective feedback to students creating diagrams & charts to demonstrate exam results from different perspectives LoyaltyOne-Precima, Technical Analytics Specialist January—April 2016 Created numerous simple to complex queries involving self joins, correlated subqueries and XML techniques
for diverse business requirements. Tuned & optimized queries by altering database design, analyzing different query options & indexing strategies Designed database maintenance plans to set up core maintenance tasks to ensure that the database performs well, is regularly backed up in case of system failure & is checked for inconsistencies Built a variety of innovative VBA-based business tools, including the automation & scheduling of pivot tables
updated for project managers, a tool to automate data checking between ODBC cubes & SQL source as well as automatically generated PPT based on customized requirements
Proven fast learner and strong multi-tasking skills demonstrated through studying related techniques & background knowledge of four different projects & successfully coordinated all of them Royal Bank of Canada, Financial Shared Services—Reporting Analyst May—September 2015 Performed an analytical review of the reporting services highlighting strengths & weaknesses focused on a
process improvement project to successfully build a more cohesive & effective service team Provided high level internal customer service by supporting business requirements gathering, discussions &
documentation which exceeded requestors’ expectation Impressive analytical & problem-solving skills demonstrated through compiling research reports & report
views with all surprising issues collected & ensured 100% parameters selection accuracy Quick learner to grasp new reporting tools e.g. Cognos Report Studio & WebFOCUS MRE Canadian Imperial Bank of Commerce, Technical Process Analyst September—December 2014 Recipient of CIBC Winter 2014 Technology Co-op Program Achievement Award Received an outstanding appraisal from manager for professionalism, drive & personal accountability Built effective communication skills through presenting projects to managers & directors, kicking off project
engagements and facilitating meetings across different teams Strong attention to detail developed through performing analysis to determine root causes of process issues
& substantiate solution options Impressive problem-solving skills by establishing a data analysis dashboard to solve problems which saved
60% of time for the request team as several unnecessary procedures were reduced
EXTRACURRICULAR ACTIVITIES
Next steps:
Are you interested in collaborating with the Masters of Financial Insurance program, and bringing onboard a top-notch pre-professional? We would be delighted to hear from you!
Department of Statistical Sciences
Sidney Smith Hall
100 St. George Street
Toronto, ON M5S 3G3
Phone: (416) 806-4874
Fax: (416) 978-5133
Email: [email protected]
CONTACT
MFI Program Director Professor Sebastian Jaimungal
MFI Program Coordinator Sarah J. Lee
