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  • 30 Nov 2017 8:59 PM | Siyao He (Administrator)

    多伦多职场华人年度盛典-CCFA 2017.12.09圣诞晚会



    Bay Street Chinese Christmas Party

    暖冬行

    彼时,雪花留白

    此刻,枫叶尚红

    年复年,逃不开春夏秋冬

    干一杯,新朋旧友其乐融融


    2017 Bay Street Chinese Christmas Party

    500+业界高校友人暖冬温情再相逢



    CCFA的圣诞晚会从来都是绝佳的社交平台。

    你可以向行业大佬学习取经,可以找生活达人聊投资理财。


    你会不经意地遭遇美食控或技术宅,

    也有可能逮住久未谋面的老友一述往昔,重拾旧谊。


    当然,如果你有才华、不藏艺,也有机会登台表演。




    如此难得的契机,必须也是“买买买”犒赏自己的时候。


    女士们尽管亮出华美的礼服,绘上渴望尝试的妆容,

    即便事后吃土熬圣诞,也要在几百人前绽放一晚。


    男士们也不要吝惜绅士的装点,各种正装的小细节处处体现内(心)涵(机)。



    每年的圣诞晚宴,

    都是大小成功企业展示品牌形象和提升知名度的绝好机会!

    我们在此也诚挚邀请各大金主合作赞助。

    有意者请添加以下微信联系人洽谈。


    WeChat ID: luyang_yan


    偌大的活动,丰厚好礼自是少不了。

    去年小编离iPhone大奖仅仅一“数“之遥,今年更是迫不及待,

    希望丰厚的奖品能给来年博个好彩头。




  • 20 Sep 2017 8:53 PM | Siyao He (Administrator)

    PURPOSE:

    The Manager is responsible for the quarterly production and analysis of the Bank’s Economic Credit Capital (ECC). This requires understanding the key inputs, outputs, and methodology for the ECC engine, Risk Frontier and Return on Economic Capital metrics. You will work on the bank’s credit portfolio data and the related risk parameters, such as PD, LGD, asset correlation R-squared etc. The manager is also responsible for  the IFRS 9 Expected Credit Loss (ECL) reporting to international subsidiaries and units. This role involves analytical work around ECL and EC and supporting internal stakeholders and senior managements’ requests.

     KEY ACCOUNTABILITIES:

    ·         Understand key components of the bank’s EC models.

    ·         Develop / enhance strategic credit risk analytics and advisory applications, maintain / automate existing applications; design and develop “ad hoc” presentations and special projects in SQL and C++.

    ·         Keep abreast with advances in credit risk analytics developments, products, and applications by vendors, consultants, regulatory agencies and competitors. Recommend/develop enhancements appropriate for the Bank.

    ·         Perform independent analysis of potential enhancements to the existing ECL and EC models and communicate and document the results or findings

    ·         Responsible for Quarterly EC production / concentration report and annual stress testing exercise.

    ·         Understand the ECL calculator (the structure and script using SQL and Python) and ECL methodology

    ·         Collaborate with internal stakeholders such as Internal Ratings Management, Enterprise Stress Testing, Information Technology & Systems (IT&S) business lines, and Enterprise Risk Management for methodology improvement to ECL and capital.  Apply specialized knowledge of Expected credit loss methodology, in ECL analytics and implementation. Assist the internal and external ECL reporting and disclosure.

    ·         Ensure compliance with relevant internal policies, procedures and regulatory requirements. Manage timely resolution of audit and regulatory issues.

    EDUCATION/WORK EXPERIENCE/ DESIGNATIONS:

    ·         Master’s degree in Math, Engineering, Finance, Physics, or other quantitative areas is required

    ·         3 years of relevant work experience (compensation will be corresponding to experience) is preferred

    ·         Knowledge in regulatory capital requirements, credit product knowledge and capital modeling.

    ·         Comfort and experience working in a project context and juggling multiple competing priorities

    ·         Strong skills in statistical analysis, organizational and analytical skills.

    ·         Strong programming skills in SQL, VBA, Matlab and/or SAS.

    ·         Critical thinking skills and ability to work under tight timelines.

    ·         Good verbal and written communication skills and proven problem solving skills.

     WORKING CONDITIONS:

    ·         The incumbent works in a standard office environment under occasionally stressful conditions.  Due to the complexity of measurements and models, problems arise frequently which the incumbent must resolve within tight deadlines.

    ·         The incumbent uses a PC or workstation for a substantial part of the day and uses sight extensively.

     Location(s):  Canada: Ontario: Toronto

     

    Contact Person: YoungBin Choe

    Email: YoungBin.Choe@scotiabank.com


  • 03 May 2017 6:28 PM | Siyao He (Administrator)


    About the event

    Registration Link:

    https://cfainstitute.force.com/eventapi__router?event=a1Of1000000O9uG&sourcecode=a1Df1000004mcG0&site=a0Wj0000005liez


    OVERVIEW

    The objective of this social gathering is to promote the awareness of three professional organizations and provide an opportunity for like-minded people to interact and share common interests. Appetisers will be provided.

     

    TOPICS INCLUDE

    [Please list up to 5 general bullet points explaining the topics the event will be covering.  Highlight what is new, relevant, important or what members are talking about and asking for.    

    • Introduce each organization
    • Value of being CFA charter holder
    • Activities provided by each organization
    • Discuss industry hot topics such as: housing markets; China-Canada trade; cross-border investments; career advancement for immigrants and/or minoritties

     

    LEARNING OUTCOMES

    • Learn about initiatives provided by CFA Society Toronto, ASCEND and CCFA
    • Broaden professional network
    • Learn about industry trends from peers

     

    Date and AGENDA

    22nd June 2017                            

    5:00PM - 5:30PM Registration
    5:30PM - 6:15PM Organizations Introduction
    6:15PM - 7:30PM Reception

     Location

    CFA Society Toronto Office
    120 Adelaide Street West, Suite 2205
    Toronto, ON M5H 1T1
                                                                

    SPEAKERS

    Sue Lemon
    CEO, CFA Toronto Society 

    Sue is CFA Society Toronto’s Chief Executive Officer and leads the Society’s strategic direction which includes promoting high ethical standards in the financial industry and increasing the visibility of the charter with key partners in the financial community. An experienced and successful investment executive in fixed income markets Sue formed MSL Advisory Corp in 2008.

    Through-out her career Sue has held progressively senior roles at Canada Trust, CT Investment Counsel, Nesbitt Thomson, and CIBC World Markets. Sue led her team at CIBC to a #1 ranking in the Greenwich sales survey. Sue is a Past President of the Society and has been an active volunteer for the past 20 years, notably mentoring young industry professionals. Sue is a cum laude graduate of Ryerson Business Management and earned her charter in 1989. 

    Kelvin Tran 
    SVP & Chief Auditor, TD Bank

    Kelvin Tran is Senior Vice President and Chief Auditor at TD Bank Group. Kelvin has overall responsibility for the planning, execution and reporting of audits, regulatory reviews and special projects. He is also responsible for the administration and staff management of this global function, with over 400 employees operating out of six locations around the world.

    Kelvin has been with the Bank for over 17 years in progressively senior roles, including Head of Enterprise Decision Support, Treasury and Balance Sheet Management and Chief Accountant. Most recently, Kelvin was the Chief Financial Officer of TD Securities where he oversaw the day-to-day activities of its global finance departments, where he led the teams responsible for capital management, valuation policies, productivity, financial planning and management reporting, analysis and control.

    Kelvin is Chair of both the TDBG Visible Minority Committee and the Diversity Leadership Council of the Office of the CFO. He is the founding President of Ascend Canada, a not for profit organization focused on developing Asian leaders. He is also a past member of the board of directors of Diabetes Canada and past chair of its audit committee.

    Dianna Zhang
    Vice President, Capital and Exposure Analysis at Scotia Bank

    Dianna Zhang is the President of the Canadian Chinese Finance Association and Vice President of Global Risk Management in Scotia Bank. She has been involved in a diverse mix of risk management activities for the past 15+ years. In her current role, Dianna has responsibility for the Bank's market risk capital, credit risk capital, capital optimization, and non-retail expected credit loss for IFRS 9 and risk data aggregation projects in Market risk and counterparty credit risk. She also directs analysis to market risk Value at Risk and stress testing limit, and counterparty credit limit monitoring and management. She have over 20 years of managerial and leadership experience in both Canada and China. Dianna holds an MBA and a CFA designation. She has extensive financial analytics experience in enterprise risk, capital management and stress testing covering all risk types. Dianna is also a frequent speaker in multiple conferences in North America and Asia.

     

    WHO SHOULD ATTEND

    Anyone who is interested in knowing more about the three associations and broadening their professional network should attend the event. 


    Registration Link:

    https://cfainstitute.force.com/eventapi__router?event=a1Of1000000O9uG&sourcecode=a1Df1000004mcG0&site=a0Wj0000005liez



  • 30 Apr 2017 8:51 PM | Yadong Wang (Administrator)
    受上海市金融工作党委、上海市金融服务办公室委托,加中金融协会对2017年上海三类金才(海外金才、领军金才、青年金才) 选拔工作集中宣传。4月24日,市委组织部、市金融工作党委、市金融办、市人力资源和社会保障局、市财政局联合启动2017年上海海外金才、领军金才、青年金才选拔工作。


    选拔工作突出国际化、高端化、市场化,聚焦海外、领军、青年三类重点金融人才,每年选拔20名左右的具有全球视野、通晓国际规则、熟悉金融运作、勇于金融创新的海外金融人才,授予“海外金才”称号;每年选拔40名左右道德素质过硬、专业贡献重大、团队效应突出、引领作用显著的领军金融人才,授予“领军金才”称号;每年选拔60名左右专业水平高、综合素质强、工作业绩优、发展潜力大的青年金融人才,授予“青年金才”称号。同时,在“三类金才”中进一步好中选优,推荐参加中央和上海“千人计划”、上海领军人才、上海青年英才等重大人才开发计划的选拔。入选的人才将在三年的培养周期中获得一定资金资助,用于项目调研、国内外交流合作与研修培训等,可优先参与上海金融人才培训基地和实践基地的开发锻炼,参与陆家嘴论坛等交流活动,享受有关人才政策支持。2016年,共选拔出上海海外金才17名、上海领军金才39名、上海青年金才50名,其中入选上海“千人计划”3名、上海领军人才8名、上海青年英才8名。


    2017年“三类金才”选拔工作自4月启动,经过网上申报、资格初审、微信投票、专家网上评审、专家现场评审、广泛征求意见、社会公示等环节,到9月公布结果。据悉,今年的选拔工作将在更加突出金融行业特点,着重体现广覆盖、专业性。一是参与发动范围更广泛。在人民银行上海总部、上海银监局、上海证监局、上海保监局的大力支持下,在银行、证券、期货、基金、保险同业公会,小额贷款、股权投资、互联网金融、融资担保等行业协会和金融业联合会的积极配合下,今年的“三类金才”选拔将基本实现在沪近2000家持牌金融机构和类金融机构的全覆盖。二是金融人才评选更专业。在专家评委构成上进一步完善,组建由政府人才主管部门、金融管理部门专家领导,重点金融机构领导、重大人才计划专家、人力资源负责人,以及知名金融学者、财经类媒体代表、行业协会、人才中介服务机构专家等组成的金融人才专家评委库,确保“三类金才”评选的权威性和专业度。在评选标准上,将金融人才对国际金融中心建设贡献度、岗位行业紧缺度、职业道德和合规尽职情况,以及个人纳税、薪酬水平、职务等人才市场价值因素作为重要参考依据。

    同并附上三类金才申报详情及资助办法。

    2.三类金才申报通知.pdf

    3.三类金才资助办法.pdf

  • 28 Nov 2016 1:29 PM | Yadong Wang (Administrator)

    为加快推进上海国际金融中心建设,帮助上海金融机构引进海外优秀金融人才,受上海市金融工作党委、上海市金融服务办公室委托,本协会对2016年上海海外金融人才招聘岗位进行集中发布。本次海外金融人才招聘岗位集中发布活动共包括6家金融机构(上海证券交易所、上海清算所、国泰君安、海通证券、太保集团、太平人寿)、33个职位,计划引进50名左右海外优秀金融人才.

    职位涵盖各类金融相关领域:

    1. 财务总监,风控总监,技术总监

    2. 国际业务部 董事总经理,高级客户经理

    3. 资本市场风控岗,金融产品开发岗,驻外机构代表

    4. 审计师,网络金融,国际结算管理,衍生品计量岗,

    5. 投资风险高级经理,全球资产配置,大数据工程师等

    详情请点击下方附件下载具体岗位列表。

    有意者请将个人简历以邮件主题“应聘单位—所在国—信息来源”(例如,“国泰君安—加拿大—CCFA官网”),发送至各金融机构招聘邮箱(见附件),并同时抄送至上海市金融工作党委、上海市金融服务办公室本次活动专用邮箱shjrzp@163.com。此次招聘活动信息有效期至2017131日止。

    欢迎各位海外优秀金融人才踊跃报名!


    附件:2016年上海海外金融人才招聘岗位需求表

        上海海外招聘需求表.pdf


    加中金融协会

    20161129


  • 04 Aug 2016 3:27 PM | Siyao He (Administrator)

    Information Session Icon

    Event Details

    Information Session

    Official Registration Link: 

    http://www.rotman.utoronto.ca/Home/Degrees/MastersPrograms/MasterofFinance/GettingIn/AdmissionsEvents/20160809_MFin_Info

    Date: Tuesday August 09, 2016 | 06:30 PM - 07:30 PM
    Speaker(s): Andrew Parsons
    Vice President, Qubd Capital, MFin ’16, CFA 

    Tom Galimanas
    Senior Manager, Competitive Risk Insights, CIBC, MFin ‘16, MBA ‘14

    Breanna Brooks
    Assistant Director, Recruitment & Admissions
    Master of Finance
    Venue:

    Rotman School of Management
    105 St. George Street, Room 127
    Toronto, ON

    Location: Toronto
    Cost: Free


    Official Registration Link: 

    http://www.rotman.utoronto.ca/Home/Degrees/MastersPrograms/MasterofFinance/GettingIn/AdmissionsEvents/20160809_MFin_Info

  • 28 Apr 2016 9:14 PM | Siyao He (Administrator)

    Information Session Icon

    Event Details

    Information Session

    Official Registration Link: 

    http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160511_MFin_Info.aspx

    Date: Wednesday May 11, 2016 | 06:30 PM - 07:30 PM
    Speaker(s): Sheng Fei, MFin ’15, FRM
    Trading and Risk Audit Manager
    BMO Capital Markets

    Breanna Brooks
    Assistant Director, Recruitment & Admissions
    Master of Finance
    Venue: Rotman School of Management
    105 St. George Street, Room 133
    Toronto, ON
    Location: Toronto
    Cost: Free

    Official Registration Link: 

    http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160511_MFin_Info.aspx

  • 04 Apr 2016 11:02 AM | Siyao He (Administrator)

    Topic: Digital Personalization - The Secret to Client Engagement & Loyalty

    Speaker: Janice Liu, Senior Manager, Digital Strategy & Sales at CIBC



    CCFA was honored to have Janice Liu, Senior Manager of CIBC Digital Strategy & Sales, to give a Lunch & Learn talk on Friday, March 11th, 2016. Janice shared her insights on digital personalization – the art of connecting with customers from behind a screen.

    Janice leads the Digital Personalization & Campaign Optimization team which develops and executes personalization strategies to achieve digital fiscal sales across CIBC’s digital channels, such as CIBC.com, mobile and mobile app. Janice has over 7 years of experience in digital marketing. Her experience spans various industries from consulting, marketing and fashion wholesale. She successfully launched her own e-commerce business in 2011. Janice is passionate about technology and leveraging digital interactions to drive client-centricity.

    Janice started her talk introducing the Consumer Funnel marketing model, which illustrates a consumer journey from the moment a product attracted consumer attention to the action of purchase. The shape and time span of the “funnel” vary depending on both the consumers and the nature of products. The model is useful as it provides a method to track the behaviour of customers and events that trigger the following stages. With better understanding of customers, digital marketers will build better personalization strategies on each stage.

    From CCFA Communication, by Amy

  • 04 Apr 2016 10:36 AM | Siyao He (Administrator)

    Information Session Icon

    Event Details

    Information Session

    Official Registration Link:  http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160413_MFin_Info.aspx

    Date: Wednesday April 13, 2016 | 06:30 PM - 07:30 PM
    Speaker(s): Aaron Toporowski, MFin ’10
    Director, Middle Market Financial Sponsors, HSBC

    Sheng Fei, MFin '15, FRM
    Trading and Risk Audit Manager, BMO Capital Markets

    Breanna Brooks
    Assistant Director, Recruitment & Admissions
    Master of Finance
    Venue:

    Rotman School of Management
    105 St. George Street, Room 127
    Toronto, ON

    Location: Toronto
    Cost: Free

    Official Registration Link:  http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160413_MFin_Info.aspx



  • 07 Mar 2016 11:04 PM | Siyao He (Administrator)

    Rotman Finance Lab

    Registration Link: 

    http://www.rotman.utoronto.ca/Degrees/MastersPrograms/MasterOfFinance/GettingIn/AdmissionsEvents/20160316-Finance-Lab.aspx

    Date: Wednesday March 16, 2016 | 06:30 PM - 07:30 PM
    Venue:

    Rotman BMO Financial Group Finance Research and Trading Lab
    Rotman School of Management
    University of Toronto
    105 St. George Street, 2/F
    Toronto, ON
    M5S 3E6

    Location: Toronto
    Cost: Free


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