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Huiyu (Roy) Shi

Chartered Financial Analyst(CFA) Program- Level 2 candidate


Sep 2011Aug 2015

Bachelor of Financial Analysis and Risk management: Specialist in Risk Management

University of Waterloo

minor in Computer Science Studies

Honors and Awards: Merit Entrance Scholarship (2010)

Anticipated Courses: Fixed Income Securities, Corporate Finance studies, Risk management


Financial Skills
  • Excellent in financial modeling and variance analysis skills
  • Indepth knowlendge of corporate finance and trading concepts
  • Superior research and analytical skills 
Computing Skills
  • Knowledge of software concepts,software design and user interface design
  • Experienced in building data systems,performance prediction and data analysis using : MIPS, SQL, Matlab
  • Familiary with Python and Scheme coding 

Work experience

May 2015Jul 2015

Assistant-Commercial Banking for Small business Division

HSBC Bank(Suzhou Branch)
  • Conducting financial research risk analysis for small business 
  • Providing financial perspective towards investments and policy making

Extracurricular Activities

  • The Chinese Students and Scholars Association(UWCSSA), University of Waterloo
  • The Head of Operations
  • Led a team in organizing and planning the 2012 UWCSSA the Voice of Waterloo Singing Competition (first such event in Waterloo District).
  • Stage Manager of 2014 UWCSSA Spring Festival Gala
  • Deputy Editor in Chief of 2013 UWCSSA New Student Welcome Guide