Jay Lan
Investment & Data Analytics Professional
Double Degree in Mathematics & Business Administration with experience at SunLife, CIBC, KPMG, and BioRender. Seeking junior-level positions where I can leverage my analytical skills to optimize business processes through technology.
Career Objective
I am actively seeking junior-level positions in investment or data science/analytics. My goal is to contribute my analytical skills and financial knowledge while continuing to learn and grow. I firmly believe that technology can optimize business processes and enhance efficiency in the financial sector.
About Me
As a fourth-year student at the University of Waterloo, I am immersing myself in the dynamic fields of Math, Business & Legal Studies. I am passionate about the intersection of Math and Finance, and I am pursuing the CFA designation. I also have a strong interest in law, and I have set my goals on earning a law degree by 2033.
I've garnered diverse experience across finance, consulting, and IT. I pride myself on my proficiency in tools pivotal in today's data-driven landscape, including Excel, Python, SQL, R, and Bloomberg Terminal. My experiences have honed my skills in financial modelling, analytical thinking, and effective communication.
Education
University of Waterloo
Bachelor of Mathematics, Legal Studies Minor
2020 - 2025
Lazaridis School of Business & Economics
Bachelor of Business Administration (BBA)
2020 - 2025
Certifications
CFA Program Level I
Top 10% Performance
Issued Oct 2024
Canadian Securities Course (CSC®)
Issued Aug 2022
Professional Experience
Associate Data Scientist
- •Performed feature engineering on raw event-level user data using SQL; applied PCA and statistical tests to identify high-signal features for user retention and engagement behavior.
- •Developed and validated L1-regularized logistic regression models to predict user retention; performed cross-validation and model diagnostics.
- •Designed and built 5+ production-grade data pipelines, using SQL, PySpark, and dbt to extract, clean, and transform users' patterns into actionable insights.
Private Fixed Income Intern
- •Shadowed in the structuring and pricing of asset-backed securities (ABS) deals and developed expertise in auto, commercial equipment, and mortgage asset classes.
- •Automated ABS tranche analysis, improving the accuracy of asset quality evaluations and reducing analysis time by 30%.
- •Conducted credit reviews of high loan-to-value assets and developed scenario testing, strengthening risk assessment.
Capital Markets Treasury Analyst
Capital Markets - Treasury - Securities Lending
Professional Expertise
My technical and analytical skills have been developed through academic excellence and practical experience in finance and data science roles.
Investment Finance
Data Science & Analytics
Open to New Opportunities
I'm actively seeking junior positions in investment finance or data science/analytics for 2025.
- Available for full-time roles starting April 2025
- Passionate about optimizing business processes with technology
- Eager to contribute analytical skills to your team