University of Toronto - Rotman Commerce
Bachelor of Commerce, Finance and Economics Specialist
Class of 2026
- Cumulative GPA: 3.4
- Awards: International Experience Award, Alex R. Waugh Study Abroad Award
Resume
Jesse Xiaoke Deng
Finance & Economics | Asset Management | Research | Portfolio Strategy
Profile
Investment-focused finance candidate with fund research, portfolio construction, and derivatives experience.
Background across Rotman Commerce finance and economics, CFA Level I, asset-management research and valuation, wealth management, quantitative fund exposure, and portfolio simulations. Focused on translating market research and risk-return analysis into clear portfolio strategy decisions.
Education
Academic foundation
Fordham University
Master of Science in Finance
Class of 2028
Credentials
Professional credential
CFA Institute
CFA Level I Passed
August 2024
Professional Experience
Finance, research, and client communication experience
Quantum Financial Advisors
Asset Management Intern
July 2026 - September 2026
- Conducted investment valuation and prepared financial models across public equities, venture capital opportunities, and ETFs.
- Built and maintained financial models tracking key operating metrics, earnings revisions, and valuation multiples to identify potentially mispriced opportunities.
- Assisted with portfolio construction and monitoring by analyzing sector exposures, factor tilts, and risk metrics, including beta, volatility, and drawdowns.
- Supported quantitative research by cleaning data, running investment screens, and contributing to regime-detection and factor models using Python.
China Merchants Securities
Wealth Management Intern
Shenzhen, China
June 2025 - July 2025
- Supported fund-of-funds portfolio construction for high-net-worth client portfolios by conducting investment research across equity, fixed income, and multi-factor strategies.
- Prepared fund comparison materials and market research summaries to support advisor discussions on portfolio strategy, product selection, and client investment objectives.
- Improved asset allocation recommendations by analyzing fund performance, volatility, diversification benefits, and risk-return fit across client risk profiles.
Deyuan Investment LLC
Quantitative Fund Intern
Shenzhen, China
May 2024 - August 2024
- Supported investor acquisition and fundraising for a startup quantitative fund with a $40 million asset pool by preparing strategy materials, performance summaries, and portfolio narratives.
- Translated systematic investment strategy logic into clear client-facing explanations, helping communicate risk-return profile, investment process, and fund differentiation.
Toronto Bankers Basketball League
Social Media Administrator
Toronto, Canada
September 2019 - February 2021
- Improved digital engagement strategy by compiling audience data, analyzing viewer trends, and identifying content patterns to support more targeted communication.
Camp Robin Hood
Sports Academy Counselor
Markham, Canada
June 2021 - August 2021
- Led sports programming by coordinating daily activities, managing camper groups, and communicating with staff, parents, and participants.
- Strengthened leadership and cross-cultural communication skills by supporting an inclusive, team-oriented experience for campers.
Leadership & Investment Projects
Applied portfolio strategy
Rotman Commerce
Futures and Options Markets Portfolio Simulation
First place, 113% return in portfolio simulation
January 2024 - March 2024
- Achieved first place by building a derivatives-based portfolio using delta hedging, options strategies, and risk management techniques across 180+ trades.
Rotman Commerce
RPM Investment Project
Semi-finalist among 26 teams
January 2023 - April 2023
Skills
Research and portfolio toolkit
Bloomberg Market Concepts
Excel financial modeling
Investment research
Portfolio construction
Python
Derivatives analysis
Asset allocation
Fund comparison
Market research