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Skills

  • Technical Writing
  • Stock Trading
  • Academic Writing
  • Investment Research
  • Summarizing
  • Executive Summary
  • Investment Modeling
  • Financial Modeling
  • Investment Education
  • Investment Portfolio Design
  • Microsoft PowerPoint
  • Modeling
  • Ms Powerpoint
  • Powerpoint
  • Powerpoint Presentations

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Services

  • Training, Courses, & Teaching

    $70/hr Starting at $500 Ongoing

    Dedicated Resource

    I have developed courses for mature students to teach them about equity asset valuation modeling and investments for IIPMR. I have also taught at the UBC Trading Group: • Instructor of the UBCTG Trading...

    Algorithm AnalysisAlgorithm DesignAlgorithm DevelopmentAlgorithmsAnalytics

  • Articles, Reports, & Summaries

    $35/hr Starting at $250 Ongoing

    Dedicated Resource

    I have written many articles on business, technology, and finance. My freelancing experience includes drafting summaries on Swaps, Mechanics of Options Markets, Properties of Stock Options, Options Trading...

    Academic WritingAnalysisArticle WritingConsultantDrafting

  • Investment & Finance Research

    $70/hr Starting at $300 Ongoing

    Dedicated Resource

    I have experience in quantitative research, data collection and critical analysis, and am proficient in established financial databases. My freelancing experience includes: - Preparing investment portfolio...

    AnalyticsCollectionsData ManagementExcelFinance

About

CEO of Wealth Management firm

I am CEO of EquitySoft Investments, a private wealth management firm specializing in AI algorithms. Our focus is in medium-high, medium and low frequency strategies. EquitySoft is currently backed by an ex-head trader of BcIMC (assets in excess of $120billion) who managed $30 billion.My experience in portfolio management both for high net worth clients and my family office goes back to 2007. My interests include quantitative methods and machine-learning applications to asset management.

(Writing)
I have written many articles on business, technology, and finance. My specific experience includes drafting summaries on Swaps, Mechanics of Options Markets, Properties of Stock Options, Options Trading Strategies, Binomial Trees for Options, and Options on Stocks Indices and Currencies; I have also written white papers about Predictive Analytics Consulting for Large Organizations, and Procurement Strategy in a Freelancing Age, and market research about the hedge fund industry.

(Training and Courses)
I have also developed courses for mature students to teach them about equity asset valuation modeling and investments. I have also taught at the UBC Trading Group:

• Instructor of the UBCTG Trading Series with 800 attendees over 10 seminars on Technical analysis, algorithmic trading, and other investment topics
• Head student-run Research Team on Equity Asset Valuation Modeling
• Managed $300,000 of the club’s virtual portfolio in aggressive trading and made at least 2% profits weekly
• Publish monthly articles and stock pitch via team presentations

(Access to Research Databases)
IBIS World, SpringerLink, JSTOR, MarketResearch, WRDS, MorningStar, Thomson One, Bloomberg Terminal.

(EquitySoft portfolio)
• Word for Business Plans, Executive Summaries, Investment Program, Prospectus, Legal shareholder & IP & NDA & BOA & BOD & Compensation & Non-Competition agreements, Business Proposals, Financial Engineering Proposal,
• Excel for Financial Projections, Valuation methods,

Work Terms

Interview at Skype: seanj.chan
Email via seanj.chan@gmail.com is preferred

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