Christopher Yee

Analyst - Portfolio Strategy @Ventum Financial

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2023 — Present

Analyst - Portfolio Strategy @Ventum Financial

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Vancouver, BC, CA

Assist in the construction and on-going management of eight in-house model portfolios including Canadian and US equity components in addition to equity and fixed income ETFs -Analyze securities by using quantitative, factor-based and fundamental methods-Contribute to creating a broad range of company, market and portfolio strategy reports distributed to internal portfolio managers, investment advisors, clients and prospects-Review discretionary managed accounts in detail to ensure that all client accounts are within IPS mandates-Build and maintain in house proprietary quantitative models

EDUCATION

2015 — 2017

Beedie School of Business at Simon Fraser University

Bachelor of Business Administration - BBA, Finance and Economics Joint Major

2013 — 2015

The University of British Columbia

Computer Science and Statistics

ABOUT CHRISTOPHER YEE

Wondering what Jimmy Buffet would think about this

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Christopher Yee — Analyst - Portfolio Strategy at Ventum Financial in Vancouver, BC, CA | Unifers