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Anna Song Location
Toronto, ON, CA
Anna Song Work
2017 -now VP of Finance @
2019 -2023 VP of Finance @
2013 -2017 Assistant Portfolio Manager @
2013 -2014 Instructor (previously Teaching Assistant) @ University of Toronto "Passing the CFA"
2009 -2010 Investment Analyst @
2007 -2009 Portfolio Manager Assistant @
Anna Song Education
CFA Institute
CFA Charterholder
University of Guelph
Masters (International Student representitive for Teachers' Assistant Union)
University of Toronto
Passing the CFA program
Anna Song Skills
Microsoft Excel
Performance Measurement
Investments
Fundamental Analysis
Financial Modeling
Valuation
Mutual Funds
Capital Markets
Equities
Trading
Investment consulting
Asset valuation models(Discounted CF, Market Multiple etc. )
Monte Carlo Simulation
Word
Excel
money market funds trading
Investment Advisory Services
Venture Capital
Securities
Microsoft Word
multi-factor linear regression model
GIPS
Bloomberg
Performance calculation
Portfolio Attribution Analysis
Fixed Income
Portfolio rebalancing
Database management
Customer Service
Compliance
PowerPoint
Anna Song Summary
Anna Song, based in Toronto, ON, CA, is currently a VP of Finance at KNNX Corp. Anna Song brings experience from previous roles at KNNX Corp, Jarislowsky, Fraser Limited, University of Toronto "Passing the CFA" and State Street Global Advisors. Anna Song holds a CFA Charterholder @ CFA Institute. With a robust skill set that includes Microsoft Excel, Performance Measurement, Investments, Fundamental Analysis, Financial Modeling and more. Anna Song has 2 emails and 1 mobile phone numbers on RocketReach.
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