Jay Zheng

Jay Zheng, CFA, is an accomplished finance professional currently serving as an Associate at TD Securities, specializing in Reporting Supervision Management. Since March 2023, Jay has implemented automation solutions using Python to significantly enhance productivity, developed intricate Tableau dashboards for data analysis, and documented crucial job aids to mitigate key person risk. Prior experience at TD encompassed roles as Team Manager in Direct Investing and Digital Enablement, where Jay excelled in performance analysis, team management, and operational efficiency, saving significant costs while ensuring high-quality client service. Jay's career began as an Investment Representative, achieving top-tier client satisfaction and recognition as 'Employee of The Year' for outstanding performance. Jay holds a Bachelor's degree in Finance from the Rotman School of Management at the University of Toronto.