JINGYI GUO
Toronto,Ontario
Summary
Analytical, organized, and detail-oriented analyst with a proven track record of delivering business-driven insights for well-known organizations. With two years of experience in the field, honed skills in data analysis, financial market research, and revenue forecasting. Adept at utilizing various analytical tools and software to extract meaningful insights from complex datasets. Committed to delivering accurate information, thrives in fast-paced environments.
Overview
3
3
years of professional experience
Work History
Client Consultant
Mercer
10.2024 - Current
- Engaged with high-net-worth clients to understand their needs and expectations so that providing customers with personalized consulting services.
- Actively participate in networking events to increase company's brand awareness, developed clients through various channels and maintained long-term customer relationships.
- Leveraged CRM software to update customer information, managed contacts and ensured compliance with business process.
- Worked with sales team to collaboratively reach targets, achieved a personal performance of nearly 600,000 within three months.
Operation Analyst
Beijing SKP
08.2023 - 06.2024
- Developed forecasting models in Excel grounded in the company's historical financial performance to predict future revenue will increase 28%-32% in next fiscal year.
- Developed member information dashboards in Tableau , showcasing data visualization skill that provides managers with important customer information across different stores.
- Utilized optimized SQL queries to filter, organize and summarize data in Visual Studio Code , leading to effective improvement in data retrieval and analysis efficiency.
Investment Analyst
ICBC Credit Suisse
04.2022 - 04.2023
- Developed an enterprise-level data warehouse through Matplotlib and NumPy , analyzed the correlation between income volatility and risk tolerance and provided data-view support.
- Built financial model in Excel to analyze fund size, risk characteristics, ROE/PE ratio. Utilized quantitative indicators to determine future investment directions.
- Employed eVestment to analyze performance of fund investment portfolios in real-time, accurately identifying future market trends and ROI .
- Conducted live streaming on TikTok by analyzing the fluctuation of mutual fund market and prospects based on real-time news, grew social media followers by 5000 in four months.
Education
BBA - Finance
University of Toronto
Toronto, Canada11-2022
Skills
Data Analytics & Modeling: Advanced Excel (Power BI, Pivot Tables, VLOOKUP/HADOOP, VBA, Macros), eVestment, Python, SQL Query, visualization tools (Power BI, Excel dashboard & Conditional Formatting)
Project & Productivity: G Suite, MS Project, Trello, Visio, MS Office Suites (Outlook, PowerPoint, Word), JIRA, SharePoint
Languages Skills: Bilingual Proficiency in Mandarin and English (both interpersonal and written skills), basic French
Timeline
Client Consultant
Mercer
10.2024 - Current
Operation Analyst
Beijing SKP
08.2023 - 06.2024
Investment Analyst
ICBC Credit Suisse
04.2022 - 04.2023
BBA - Finance
University of Toronto
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