Fundraising Fox

Anna Yin

Investor

Principal, Active Portfolio Management at Dawson Partners

Toronto, Ontario, Canada

Experience

  1. Dawson PartnersVice President, Corporate Financecurrent2023 β€” presentToronto, Ontario, Canada
  2. Dawson PartnersDirector, Valuations & Data Analytics2022 β€” 2023Toronto, Ontario, Canada
  3. Dawson PartnersManager, Investment Finance2020 β€” 2021Toronto, Canada Area
  4. Dawson PartnersSenior Associate, Investment Finance2018 β€” 2019Toronto, Canada Area
  5. BMO Financial GroupSenior Financial Analyst, Corporate Finance2016 β€” 2018Toronto, Canada Area
  6. RBC Capital MarketsTeam Leader, Fixed Income Trade Settlements2014 β€” 2016Toronto, Canada Area
  7. University of GuelphUniversity Co-op Work Terms (4 Months Each x 6)2010 β€” 2013Toronto & Guelph, Canada
  8. City of Mississauga (Erin Meadows Pool)Lifeguard & Swimming Instructor2006 β€” 2008Mississauga, Ontario, Canada

Skills & more

Teamwork18Leadership11Financial Analysis10Microsoft Office7Microsoft Excel6Accounting4Time Management4Finance3Market Research2Financial Reporting2Corporate Finance2Financial Management1
+12 moreBudgetsInvestment BankingManagerial FinanceAnalysisCustomer ServiceResearchTeam LeadershipTreasurySASTrading SystemsEssbaseFinancial Consolidation
  • Dawson Leadership Academy β€” Korn Ferry
  • Advanced Financial Modeling β€” The Marquee Group
  • Tableau Data Visualization β€” Tableau
  • VBA For Finance Professionals β€” The Marquee Group
  • Advanced Microsoft Excel β€” ctc TrainCanada (Acquired by Global Knowledge)
  • SAS Programming Essentials β€” SAS
  • Canadian Securities Course (CSC) β€” Canadian Securities Institute
  • FINRA Series 99 Licence β€” FINRA

From Anna's professional profile.

Colleagues at Dawson Partners

Frequently asked questions

Who is Anna Yin?
Principal, Active Portfolio Management at Dawson Partners
Where does Anna Yin work?
Anna Yin is Principal, Active Portfolio Management at Dawson Partners.
Where did Anna Yin go to school?
Anna Yin studied at Chartered Professional Accountants of Canada (CPA Canada) (CPA Ontario Member); CFA Institute (CFA Charterholder (Toronto Society)); University of Guelph (Bachelor of Commerce (Honours), Accounting: Co-op).

Same school

Shared employers