EducationMBA Finance from U of T
CFA Charter Holder
Passed CSC with license
Bachelor and Master degrees in Engineering
ExperienceI can meet you along the subway line from Union station to Sheppard/Yonge.
1. Finance courses: Introductory Finance, Managerial Finance, Business Finance, Corporate Finance, Securities Valuation, International Financial Management, Derivatives
a) NPV, IRR, payback period, WACC, EBIT, EBITDA, CAPEX, CCA, , FCFF, FCFE, DDM, Golden Growth Model, EV/EBITDA
b) options, forwards, futures, swaps, Black-Sholes model, binomial tree, trading strategies (bull/bear spreads, stradle etc)
c) bond pricing, principal, yield, coupon rate, maturity, duration, Macaulay Duration, convexity
d) unlevered and levered value of a company, CCA, tax shield, , M&M theories, capital structure, dividend policy, leasing, merger & acquisition
e) CAPM, Fama-French model, HML, SMB, variance, standard deviation, covariance, Beta, Alpha, risk free rate
f) FX trading, OANDA platform, purchase price parity, market order, limit order, take profit, stop loss order etc.
2. Programming courses: Spreadsheet-Based Decision Support Systems for Business, Exploring Microsoft Access 2010
a) VBA programming: loops, userform (controls: command button, option button etc.), solver, simulations, projects (game of dots)
b) SQL Queries (make table, parameter queries), form, report and connecting Access database using VBA/Excel
3. Canadian Securities Courses CSC
I cand tutor in two ways: 1) traditional tutoring sessions to cover the whole CSC curriculum; 2)customized sessions for quick tutoring before the exam as needed.
4. Excel VBA tutoring and developing:
I can either teach you how to use VBA or develop VBA codes for your projects.
a) extract data from different sources to establish database: EOD files (xls, csv, txt, pdf), MS Access (SQL), Bloomberg, internet websites or from source codes (like Yahoo) etc.
b) manipulate within database: strings, numbers, web links, images, pivot tables/pivot charts
c) build models either quantitative or customized to perform statistical/financial analysis on the raw data
d) generate customized daily/monthly/quarterly reports to client's need
e) connect to Outlook to extract data from specific emails or send out emails with customized content/pictures/attachments
f) any process automation connecting among internet web pages, Excel, Access, Outlook, Word, PDF and Bloomberg etc.
5. Job Interviews, resume and cover letter
I have great experience in preparing job interviews and customize resumes and cover letters for each position. With my help, two people just got job offers from TD and Scotiabank. Below is what I can do for you:
a) behavioral questions: to test your personality and if you are fit for the team. One mistake of some interviewees is they will honestly tell the interviewers about their weakness if asked. The best answer should be to talk about one of your strengths which looks to be a weakness since every strength is twofold. In this way, you show that you are matured and at the same time give positive impression to the interviewers.
b) technical questions: key words in your answers are very important during the interview.
c) advice on resume and cover letter.
My existing clients include small business owners, individual investors, company employees and students from different industries.
I have been working in capital markets in Canadian banks and responsible for product control (derivatives: options, swaps, equity linked notes etc.) and working template development (VBA and SQL) and maintenance with solid experience.
HobbiesI like to build models by VBA and I have been building trend trading systems such as turtles system. I am learning trading techniques, day trading and swing trading etc. and want to trade for my own later.
Business Finance, Corporate Finance, Managerial Finance, Derivatives (options, futures and swaps), CFA, Canadian Securities Courses CSC, Security Valuation, Finance, VBA, SQL and financial models, Excel, Trading, technical analysis on FX, Job Search (Resume, Cover letter Interview Skills)
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