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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