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    Phuong (Lily) Tran Package 3

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    phtran123
    Phuong Tran has over 10 years of experience in finance and banking. She holds a double degree in math and business administration from the University of Waterloo and Wilfrid Laurier University. Currently, she works as an Assistant Manager at Scotiabank overseeing $14 billion in deposits and loans across 18 countries. Previously, she held analyst roles at several major financial institutions gaining experience in investment banking, private placements, international banking, and financial analysis. She demonstrates strong academic performance and leadership experience through roles like VP of her university finance association and other achievements.

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    Phuong (Lily) Tran Package 3

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    phtran123
    276 views7 pages
    Phuong Tran has over 10 years of experience in finance and banking. She holds a double degree in math and business administration from the University of Waterloo and Wilfrid Laurier University. Currently, she works as an Assistant Manager at Scotiabank overseeing $14 billion in deposits and loans across 18 countries. Previously, she held analyst roles at several major financial institutions gaining experience in investment banking, private placements, international banking, and financial analysis. She demonstrates strong academic performance and leadership experience through roles like VP of her university finance association and other achievements.

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    Phuong Tran has over 10 years of experience in finance and banking. She holds a double degree in math and business administration from the University of Waterloo and Wilfrid Laurier University. Currently, she works as an Assistant Manager at Scotiabank overseeing $14 billion in deposits and loans across 18 countries. Previously, she held analyst roles at several major financial institutions gaining experience in investment banking, private placements, international banking, and financial analysis. She demonstrates strong academic performance and leadership experience through roles like VP of her university finance association and other achievements.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    276 views7 pages

    Phuong (Lily) Tran Package 3

    Uploaded by

    phtran123
    Phuong Tran has over 10 years of experience in finance and banking. She holds a double degree in math and business administration from the University of Waterloo and Wilfrid Laurier University. Currently, she works as an Assistant Manager at Scotiabank overseeing $14 billion in deposits and loans across 18 countries. Previously, she held analyst roles at several major financial institutions gaining experience in investment banking, private placements, international banking, and financial analysis. She demonstrates strong academic performance and leadership experience through roles like VP of her university finance association and other achievements.

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    PHUONG (LILY) TRAN

    909-201 Sherbourne Street, Toronto, ON M5A3X2

    (647) 963-0309

    phuong_tran_39@yahoo.com

    EDUCATION
    UNIVERISTY OF WATERLOO & WILFRID LAURIER UNIVERISTY
    Waterloo, ON
    Honours Bachelor of Math & Honours Bachelor of Business Administration Double Degree, Finance
    Sep. 2009 - Aug. 2014
    Academics: CFA Lvl. II Candidate, CPA Student, A in Econs, Maths of Finance, Accounting, Financial & Investment Mgmt.
    Society of Actuaries: Passed Probability Exam, Financial Mathematics Exam (interest theory and financial instruments)
    Achievements: Presidents Entrance Scholarship (94% admission average, 2009), top 13% WLU Stock Market Competition
    Leadership: VP Internal of UW Finance Association, organizer of inaugural UW and WLU Stock Pitch Competition with my
    name featured on a UWs newspaper issue, VP Finance of Student Offering Support, Student Career Assistant
    NATIONAL UNIVERISTY OF SINGAPORE HIGH SCHOOL OF MATH AND SCIENCE
    Singapore
    High School Diploma, Major with Honours in Math, Physics and Chemistry
    Jan. 2004 - Dec. 2008
    Honors: AP Scholar with Distinction, 5s (top grade) in six Advanced Placement exams in Math, Stats., Physics and Chem.
    Award: full scholarship covering tuition, room and board for 4 years from A*STAR (largest research agency in Singapore)

    EXPERIENCE
    Scotiabank
    Toronto, ON
    Assistant Manager, Pricing and Profitability
    Aug. 2015 - Present
    Work in a contract position to oversee performance of deposits and loan portfolios of 18 countries with balance of $14billion
    Achieve aggressive growth and profitability targets through pricing of the portfolio products as well as mitigate the financial
    risks for these portfolios
    GLOBAL MAXFIN CAPITAL INC.
    Toronto, ON
    Investment Banking Analyst
    Sep. 2014 - Nov. 2014
    Compiled and evaluated company & industry data; prepared financial models; performed scenario analysis and due diligence
    Developed valuation tools & analysis, financial and merger models, pitch decks, corporate presentation and marketing
    materials; analyzed clients' financial/corporate situations and market data to provide strategic advice regarding capital
    structure, M&A opportunities, capital markets strategies, capital rising activities and alternative financing strategies
    Focused on equity financing for technology, telecom. & industrial firms; left the team due to reorganization
    MANULIFE FINANCIAL
    Toronto, ON
    Investment Analyst - Canadian Private Placements
    Sep. 2013 - Dec. 2013
    Worked under a Vice President of 8 person team to invest Manulifes private fixed-income portfolio with AUM of $4 billion
    in infrastructure, real estate, project finance, lease financing, senior secured debt, ; conducted financial statement analysis,
    industry research; assessed risk rating on S&P Capital IQ, Moodys and DBRS; consequently created credit review reports
    Performed analysis of downside risk factors, negotiation, pricing and covenant structure; conducted sensitivity analysis
    SCOTIABANK
    Toronto, ON
    Analyst - Prime Brokerage Sales Desk, Global Capital Markets
    Dec. 2012 - May. 2013
    Worked in sales and trading fast-paced environment to advise about 29 hedge fund clients on their trading positions and to
    inform them about reorganization; successfully managed business relationships with hedge fund clientele to achieve growth
    and increase balances; produced daily clients P&L report using Bloomberg for executives, short sales and stock loan reports
    for 5 Securities Lending traders, position reports for FX group and option trade report to Equity Derivatives team; sent OBO
    alerts to client representatives; updated client positions daily; generated monthly interest and dividend reports for clients from
    Bloomberg terminal; set up options and booked FX trades; reconciled clients holdings
    Liaised with 5 Sales and Trading teams to gain an understanding of different products/solutions offered to clients
    Enhanced teams productivity by 5% by assisting client representatives in a variety of administrative tasks
    SCOTIABANK
    Toronto, ON
    Analyst - International Banking
    Jan. 2012 - Apr. 2012
    Fulfiled a senior managers primary role: Analyzed historical balances and seasonality to build forecasting models for credit
    card and Scotialine sales for all international countries (about 23 countries)
    Assessed risk/return parameters of countries portfolios; identified key observations of balances and revenues of the products
    over the month for the Director of Performance Management to present to the Executives
    Produced Excel ad-hoc reports for 2 Vice Presidents using Business Objects financial database; collaborated in producing
    monthly executive reports on sales performance of mortgages, personal loan, Scotialine, credit card, core and term deposits
    Redesigned Excel Chile originations report to track performance of lending products, increasing productivity by 19%
    SUN LIFE FINANCIAL
    Waterloo, ON
    Financial Analyst, Canadian Operations Finance
    May 2010 - Sep. 2010
    Analyzed existing Excel-based unit cost model and 5 year historical financial data from Cognos financial database;
    developed a new one which required significantly less manual input; reduced processing time from 1day to 0.5hr
    Reduced processing time of Excel FTE reports by 1.25 hours; enhancing teams efficiency by 7% through knowledge sharing
    Created FTE and Excel-based budget variance reports to various business units; performed expense management

    ADDITIONAL

    Selected to attend Hedge Capital Markets Conference - workshops on sales and trading, private equity and equity research
    Experienced with Excel VBA, Microsoft Sharepoint and Microsoft Visio as a co-op at Scotiabank Technology Project Review

    This is an article on a recent school newspaper publishing regarding a successful event that I
    was involved in organizing. The article mentioned an interview with me about the event. Date of
    publishing is July 26th 2013.
    Source: http://www.uwimprint.ca/article/3313-uw-finance-association-cashes-in-on

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