Athena Chan
Transaction Valuation, CFA Level 1
Toronto,ON
Summary
Self-motivated to accomplished CFA level 1 in Nov 2022 and finished my last semester with straight As in core subjects. Passionate and experienced in valuation, investment, and analysis. Pursuing to become a CFA charterholder and Master's degree in Canada (UOT Master of Finance). Love to work in a fast-paced and challenging environment. Enjoy fully emerge myself in the calculation.
Overview
1
1
year of professional experience
4
4
years of post-secondary education
Work History
Voluntary Finance Assistance
The Hope Initiative Foundation
Vancouver, BC
07.2022 - Current
- Assisted in preparing financial statement, managing cash flow and bookkeeping
- Maintained finance team operation and reported to the administrative board members during meeting
- Developed an investment project to construct a portfolio that best utilize the foundation fund
Transaction Advisory Services Intern
RSM
Hong Kong
01.2022 - 04.2022
- Calculated IBR, CB, ESO, WACC and ECL by utilizing valuation models in excel
- Sourced comparable companies’ information from Bloomberg to perform targeted firm’s analysis
- Performed credit rating according to Moody’s credit rating procedure
- Effectively communicated with valuer about valuation report and kept updated, detailed and accurate valuations
Digital Banking Internship
Livi Bank
Hong Kong
07.2021 - 09.2021
- Offered two implement plans for Livi app promotion: cooperate and sponsor university society, collab with social media platform to promote our campaign
- Developed communication channel with university society to increase the Livi app usage
- Accomplished 300 new Livi app users with pre- set budget and timetable
Financial Analyst
Talent Power Limited
, Hong Kong
03.2021 - 05.2021
- Integrated and presented target stocks’ macroeconomic status, valuation, and forecast
- Evaluated stocks by utilizing CAPM method and financial ratios, compare the targeted stock with other stocks in the same industry
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Education
BBA - Finance and Banking
The Hang Seng University of Hong Kong
Hong Kong 09.2020 - 12.2022
Associate of Business Administration - General Management
Community College of City University
Hong Kong 09.2018 - 05.2020
Additional Information
- Additional Information Certifications & Training: , IA Insurance License, Vehicle License
Timeline
Voluntary Finance Assistance
The Hope Initiative Foundation
07.2022 - Current
Transaction Advisory Services Intern
RSM
01.2022 - 04.2022
Digital Banking Internship
Livi Bank
07.2021 - 09.2021
Financial Analyst
Talent Power Limited
03.2021 - 05.2021
BBA - Finance and Banking
The Hang Seng University of Hong Kong
09.2020 - 12.2022
Associate of Business Administration - General Management
Community College of City University
09.2018 - 05.2020
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