Sabrina Pei-Hsuan Tsai Vancouver, BC C: 604-728-3958 E: SP.Tsai@Outlook.

com
LINKEIN.COM/IN/SPHT
PROFESSIONAL HIGHLIGHTS_______________________________________________________________________
• Institutional experience with a focus on ESG at SFU endowment fund and data analytics at Aon
• More recent experience conducting research for Canada’s Responsible Investment Association
• Master’s degree in Finance – Investment Management. Completed CFA Level 1. BSc. Environmental Science
• Demonstrated experience in various aspects of ESG. Two-time receipt of Aon’s Gold award for client service

EDUCATION_____________________________________________________________________________________
Master of Science in Finance – Investment Management, SFU 2015

Valuation - Imperial College London, completed CFA Level 1 and CSC (Hon.) 2011
Bachelor of Science – Environmental Science, SFU 2004
SFU Alpine Hiking Club founding member

RELEVANT PROFESSIONAL EXPERIENCE_______________________________________________________________

ST CONSULTING Vancouver (Hybrid) & Toronto (Remote)
Consultant (Contracts) Jan. 2020 – Oct.2021
• Responsible Investment Association – Consultant (Oct. 2020-Oct.2021)
▪ Surveyed 60 institutional investors to calculate Canadian responsible investment AUM, ESG motivation,
and converging ESG framework for 2020 Canadian Responsible Investment Trends Report
▪ Provided data analysis and visuals for 2021 Investor Opinion Survey of 1000 retail investors on climate
change and diversity
• WorkBC/DIVERSEcity – Financial Career Prep Trainer (Jun. 2021-Present)
▪ Designed Fed-BC government-funded financial career prep courses to facilitate employment

AON HEWITT Vancouver, BC

Institutional Investment Consulting Associate (Permanent Full-Time) Apr. 2017 – Feb. 2018
• Conducted responsible manager research to recommend sustainable funds to institutional
(pension/endowment) clients
• Prepared quarterly and annual portfolio monitoring reports containing portfolio performance evaluations,
attribution, peer group comparison, risk analysis, compliance, recommendations, and market commentary
• Regularly optimized clients’ investment policy/asset allocation to improve risk-adjusted returns
• Two-time recipient of Aon’s Gold Star Client Service Awards

SIMON FRASER UNIVERSITY ENDOWMENT Vancouver, BC

Endowment Fund Investment Analyst & ESG Integration (Master’s degree internship) Jan. 2016 – Mar. 2017
• Worked under the Director of Treasury on integrating ESG considerations into $500M endowment fund
• Managed Principles of Responsible Investing (PRI) implementation with internal portfolio management
teams. Researched ESG integration best practices and made recommendations to Investment Committee
• Conducted portfolio carbon footprint to mitigate climate change by meeting the Montreal Pledge
• Reviewed ESG and SRI external managers searches and evaluated equity portfolio managers' investment
process, ESG process, quantitative and quantitative characteristics to deploy $90M
• Developed ESG integrated proxy voting policy, resulting in active ownership over ESG issues
• Summarized stakeholders’ inputs on organization-wide Responsible Investment Policy and Divestment Policy
• Filed PRI Annual Progress and Activities Report

Studied for MSc. Finance – Investment Management Graduate Degree Aug. 2014 – Dec. 2015
Graduate Student Canadian Equity Fund Manager & ESG Lead
• Managed a $5M Canadian Equity Fund and led responsible investing activities by developing an ESG
integration process for security selection and sector allocation.
RELEVANT PROFESSIONAL EXPERIENCE (CONTINUED) ___________________________________________________

SUSTAINABLE CAPITAL Toronto, ON

Co-Founder & Equity Research Analyst – Cleantech Mar. 2013 – Jul. 2014
• Conducted fundamental research on early-stage to small-cap Cleantech companies providing solutions to
environmental problems such as climate change, carbon credit generation, water scarcity and mine waste
reduction
• Built DCF financial models to forecast cashflow, company valuation and conduct sensitivity analysis
• Analyzed quarterly reports, MD&A and annual reports from publicly-traded cleantech companies to write
company research and industry research reports
• Renewable Energy Panelist at the University of Toronto. Finalist for 2014 Toronto Board of Trade Business
Excellence Award in Sustainability

ECHELON WEALTH PARTNERS (FORMERLY EURO PACIFIC CANADA) Toronto, ON

Equity Research Analyst – Cleantech, Water (Contract Full-Time) Aug. 2012 – Mar. 2013
• Prepared research reports to market cleantech stocks to accredited and ultra-high-net-worth retail investors
• Conducted research on early-stage to small-cap Cleantech companies whose technology provides solutions
to environmental problems such as water depletion and climate change adaptation. A comprehensive report
can be viewed here
• Presented water resource challenges and climate change investment thesis and actionable stock ideas to
sales traders and portfolio managers
• Built DCF financial models to forecast cashflow, company valuation and conduct sensitivity analysis

INFOMINE Vancouver, BC
Research Analyst – Mining (Permanent full-time) Mar. 2007 – Jan. 2011
• Provided generalist coverage on global mining companies trading on TSX, NYSE, LSE, HSE and JSE.
• Updated daily precious metals, base metal and minor metal prices for investors.
• Published articles online.

ALS GLOBAL - ENVIRONMENTAL Vancouver, BC

Environmental Chemist (Co-op, Part-time, Full-Time) Mar. 2003 – Mar. 2007
Health & Safety Committee Member
Employee Equity Committee Member
• Conducted environmental testing for resources companies and governments to meet environmental
regulations.

HOBBIES_____________________________________ __________________________________________________
• Piano Teacher, Royal Conservatory of Music ARCT diplomas
• Founding member of SFU Alpine Hiking Club
• Writing music to build an online music score and running an online clothing exchange store