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, wealth management research, 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
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