Cathy Chen

Background

About Cathy Chen

I’m passionate about becoming a future leader in the financial services industry—someone who drives results through strategic thinking, data-informed insights, and collaborative execution. With over 3 years of investment banking and capital markets experience, I’ve developed a deep appreciation for how complex financial decisions shape industries and people’s lives. What drives me is the ownership mindset. While at BOCI, I managed several capital raising and strategic advisory transactions. One of the most rewarding projects involved working with over 500 project leads to track progress and align cross-functional stakeholders—balancing intense deadlines with high expectations. The real payoff wasn’t just the successful document delivery—it was the client’s recognition of my resilience and work ethic. That’s the moment I knew this work gave me purpose. I believe the next generation of finance leaders must blend business acumen with technical fluency. At Rotman, I honed my skills in machine learning, SQL, and Python—applying them to real-world cases like identifying risk clusters or enhancing operational efficiency in banking. In 2024, I interned at Capital Canada, where I modeled valuation analysis and supported fundraising for emerging companies in transportation and tech-enabled services. Whether it’s innovating in ESG, digital finance, or real estate, I’m excited to help financial institutions embrace transformation while staying grounded in delivering value to clients. Currently completing my MBA at Rotman School of Management with a focus on Data Analytics & Real Estate. Previously earned an MSc in Quantitative Finance from Bentley University and gained international exposure across North America and Asia. Let’s connect if you’re passionate about finance, innovation, and building the future of capital markets.