ZD 丁智轩 Zhixuan Ding Waterloo FARM Honours Co-op Waterloo FARM Honours Co-op

University of Waterloo FARM / 股票研究 / 保险风险 / 数据软件 University of Waterloo FARM / equity research / insurance risk / data software

丁智轩 Zhixuan Ding

Robin / 丁智轩，滑铁卢大学 FARM Honours Co-op 学生。关注股票研究、保险风险、金融分析与数据软件。 Robin / Zhixuan Ding, a University of Waterloo FARM Honours Co-op student focused on equity research, insurance risk, financial analysis, and data software.

查看奖项 View awards 查看经历 View experience
项目
Program
FARM Honours Co-op
方向
Focus
金融 · 风险 · 数据
Finance · Risk · Data
预计毕业
Expected
2030 年春季
Spring 2030
简介 Profile

把金融判断落到模型、证据与可执行方案。 Turning financial judgment into models, evidence, and actionable decisions.

我在 University of Waterloo 攻读 Bachelor of Mathematics - Financial Analysis and Risk Management，Honours Co-op。近期实践覆盖保险承保策略、股票研究、财务分析与数据软件，也在 DealMoon Canada 参与校园合作与活动执行，并为 BASE 新生提供同伴辅导。 I study Bachelor of Mathematics - Financial Analysis and Risk Management, Honours Co-op at the University of Waterloo. My recent work spans insurance underwriting strategy, equity research, financial analysis, and data software. Alongside this work, I support campus partnerships and events at DealMoon Canada and mentor incoming BASE students.

01 股票研究 Equity research

连接财报、估值、催化剂与下行风险。 Connect filings, valuation, catalysts, and downside.

02 风险设计 Risk design

量化承保、集中度、容量与风险保留。 Quantify underwriting, concentration, capacity, and retention.

03 数据系统 Data systems

用 Python、API 与 SQL 把分析做成工具。 Turn analysis into tools with Python, APIs, and SQL.

工具与语言：Python、pandas、scikit-learn、FastAPI、JavaScript、SQL / Cloudflare D1、Racket、Git、Docker，以及 Excel、PowerPoint、Word。中文母语，英文专业工作水平。 Tools & languages: Python, pandas, scikit-learn, FastAPI, JavaScript, SQL / Cloudflare D1, Racket, Git, Docker, Excel, PowerPoint, and Word. Native Mandarin; professional working English.

奖项与荣誉 Awards and honors

核心奖项与经历摘要 Selected awards and experience highlights

从数学竞赛、研究与商业模拟，到以奖学金体现的大学认可。 From mathematics, research, and business simulation to university recognition through scholarships.

录取奖学金 Admission Scholarships

UW

University of Waterloo FARM

CAD $2,000

President's Scholarship of Distinction

查看专业优势 View program fit
MM

McMaster Business

CAD $25,000

Entrance awards package

MS

McMaster Math & Stats

CAD $15,000

Science Dean's Global Award + MELD Excellence Scholarship

QU

Queen's Science

CAD $80,000

Arts and Science International Admission Award

UTM

University of Toronto Mississauga

CAD $12,000

Renewable entrance award

UTSC

University of Toronto Scarborough

CAD $60,000

International Scholar Award

竞赛、研究、校园与公益 Contests, Research, School, and Service

数学竞赛 Math Contests

  • Math Kangaroo Gold Award / National Bronze Award。
  • Waterloo Cayley、Fermat Contest 均进入 Top 25%。
  • AMC Distinction；UKMT Gold Certificate。
  • Math Kangaroo Gold Award / National Bronze Award.
  • Top 25% in Waterloo Cayley and Fermat contests.
  • AMC Distinction; UKMT Gold Certificate.
查看数学优势 View math strengths

校园商赛 Campus Business Challenge

  • NewBiz 校园商业模拟挑战赛：最佳 CEO、冠军公司、最佳运营经理。
  • NewBiz Campus Business Challenge: Excellent CEO, Champion Company, Outstanding Operations Manager.
查看商赛优势 View business strengths

校内学术荣誉 School Academic Honors

  • Kent School November Top Academic Award。
  • Kent School Monthly Outstanding Student Award。
  • Kent School November Top Academic Award.
  • Kent School Monthly Outstanding Student Award.
查看学校优势 View school strengths

CTB 课题研究 CTB Research

  • 2023 CTB 全球青年研究创新论坛（China Think Big）。
  • 参与团队课题研究，承担分析、数据核对和对外联络合作。
  • 2023 CTB (China Think Big / Global Youth Research and Innovation Forum).
  • Contributed analysis, data checking, and external coordination to team research.
查看研究经历 View research experience

校园与公益 Campus and Service

  • 国际少年研究院计划 Summer Camp 金奖；“毅行达人”。
  • “看见敦煌”公益展览 60 小时；“谷雨邻里”公益活动 24 小时。
  • International Youth Researcher Program Summer Camp Gold Award; Yixing Daren recognition.
  • 60 volunteer hours for Seeing Dunhuang; 24 volunteer hours for Guyu Neighborhood.

DealMoon Canada 感谢证书 DealMoon Canada Recognition

  • 2026 年 10 月获 Certificate of Appreciation。
  • 表彰对 2026 Back to School Integrated Marketing Campaign 的贡献。
  • Certificate of Appreciation, October 2026.
  • Recognized contributions to the 2026 Back to School Integrated Marketing Campaign.
经历与项目 Experience & projects

从金融分析，到校园合作与实际交付。 From financial analysis to campus partnerships and delivery.

在校园工作、同伴辅导、案例赛、股票研究与软件项目中，将分析、沟通和执行连接起来。 Connecting analysis, communication, and execution through campus work, peer mentoring, case competitions, equity research, and software projects.

01

校园大使（兼职） | DealMoon CanadaCampus Ambassador (Part-Time) | DealMoon Canada

  • 向 WUSA、UWCSA、KWCSSA、International Student Experience 和 Renison 开展双语合作联络；比较场地、租赁费用与赞助方案，协调预订、发票、设备、保险及品牌宣传要求。
  • 在预算内协商减配赞助与仅展位方案，准备活动脚本、推广消息和布置安排，并向同事同步计划。
  • 参与 9 月 12 日迎新活动的现场推广、赠品发放与拍照记录；活动负责人报告该场活动团队共获得 23 次二维码 App 下载。9 月 25 日零食比赛中完成五小时现场协调与物资分发。
  • Conducted bilingual partnership outreach to WUSA, UWCSA, KWCSSA, International Student Experience, and Renison; compared venues, rental costs, and sponsorship packages, and coordinated booking, invoices, equipment, insurance, and branding requirements.
  • Negotiated reduced-benefit and booth-only sponsorship options within budget, prepared event scripts and promotion plans, and shared planning updates with colleagues.
  • Supported promotion, giveaways, and photo documentation at the September 12 welcome event; the campaign lead reported 23 QR-code app downloads for the event (team result). Completed a five-hour facilitation and materials-distribution shift at the September 25 snack competition.
02

BASE 同伴导师（志愿） | Waterloo / Renison ELIBASE Peer Mentor (Volunteer) | Waterloo / Renison ELI

  • 完成 Renison ELI Peer Helper 培训与两项测试，在秋季开学前与三位 BASE 新生建立一对一联系。
  • 通过邮件、微信和 Instagram 解答 BASE 课程、FARM 一年级学习、微积分、迎新安排与 WatCard 使用问题；结束时向三位学生逐一回访，并转介至 BASE Peer Leaders 获取持续支持。
  • Completed Renison ELI Peer Helper training, the BASE/iBASE Mentor Quiz, and the final ELI Peer Helper Quiz; established individual contact with three incoming BASE students before the Fall term.
  • Provided guidance through email, WeChat, and Instagram on BASE coursework, first-year FARM and calculus, orientation, and WatCard access; followed up with all three mentees at the end of the program and directed them to BASE Peer Leaders for ongoing support.
RISK 01

2026 Quantify Risk & Insurance Case Competition

以 Team RiskLab 正式四人团队晋级第二轮；独立完成提交材料中的分析、写作与演示内容。

Advanced to the Second Round with the registered four-person Team RiskLab entry; independently produced the analytical, written, and presentation content submitted.

5 years
五类保险业务承保表现
underwriting across five lines
135
外部 AI 事故样本
external AI incidents
C$10M / C$5M
总容量 / 净保留框架
gross capacity / net retained
查看比赛含金量与项目成果 View competition significance and project results
EQUITY 02

Halozyme Therapeutics Equity Research & Stock Pitch

与团队完成 14 页 HALO 多头研究，使用 SEC 文件、公司材料、合作伙伴数据与可比公司估值。

Co-developed a 14-slide HALO long pitch using SEC filings, company materials, partner data, and peer multiples.

$58 / $111 / $132
熊市 / 基准 / 牛市情景
bear / base / bull cases
~$105
概率加权价值
probability-weighted value
47%
相对 $75.80 的基准情景上行
base-case upside from $75.80
DATA 03

Flight Forecast Lab

在 AI 辅助下指导开发并验证 Python 航班票价与准点率平台，包含时间顺序评估、区间预测、REST/CLI 接口和双语仪表板。

Directed and validated an AI-assisted Python fare and on-time platform with temporal evaluation, prediction intervals, REST/CLI interfaces, and a bilingual dashboard.

$73.99 vs $366.63
确定性合成演示中的票价 MAE / 朴素基线
fare MAE / naive baseline on a deterministic synthetic demo
0.2345 vs 0.2428
天气增强 / 基线 Brier score
weather-enhanced / baseline Brier score
查看 GitHub 仓库 View GitHub repository
01

财务分析与风险研究Financial analysis and risk research

完成 Omega 财务报表联动分析、五因子股票筛选，以及 JPMorgan 与 BlackRock 的早期职业风险比较。

Completed linked-statement analysis for Omega, a five-factor equity screen, and an early-career risk comparison of JPMorgan and BlackRock.

02

个人投资组合跟踪Self-directed portfolio tracking

记录 2026 年 1 月 24 日至 7 月 6 日的账户价值与投入本金，计算 Since Inception return 为 15.73%；不作基准、Alpha 或专业资产管理声明。

Tracked account value and contributed capital from Jan. 24 to Jul. 6, 2026 and calculated a 15.73% since-inception return, with no benchmark, alpha, or professional asset-management claim.

03

研究与分析表达Research and analytical communication

研究数字技术与青少年福祉、快时尚回收、航空运输中的数学，并用 Excel 对 79 条听力观察进行分类分析。

Researched adolescent well-being, fast-fashion recycling, and mathematics in air transportation, and classified 79 listening observations in Excel.

04

社区服务与学生组织Community service and student organization

2021–2024 年参与 Lions Clubs International - China 乡村公益，协助儿童学习及书籍、文具、衣物和生活物资发放；2022 年协助 Kent School 乒乓球社团训练安排、器材协调与同伴配对。

Participated in Lions Clubs International - China rural outreach from 2021 to 2024, supporting children's learning and distributing books, stationery, clothing, and essential supplies; coordinated practice, equipment, and peer pairing for Kent School's table-tennis club in 2022.

05

双语个人网站与游戏平台Bilingual Portfolio & Game Platform

使用 AI 编码助手，定义并验证双语个人网站、2048 和数独的功能与验收标准：三档难度、进度保存、响应式页面，以及 Cloudflare Worker / D1 排行榜、数独服务端计时与解答验证。

Defined features and acceptance criteria and directed development with an AI coding assistant: a bilingual portfolio, playable 2048 and Sudoku, three difficulty levels, saved progress, responsive pages, and Cloudflare Worker / D1 leaderboards with server-recorded Sudoku runs and solution checks.

联系 Contact

联系我 Contact

Mr Zhixuan Ding University of Waterloo · FARM Honours Co-op · Expected Spring 2030
z76ding@uwaterloo.ca LinkedIn GitHub Flight Forecast Lab
Waterloo FARM Finance Equity Research Insurance Risk Python Data & Software
小游戏 Games

数独和 2048，放松一下也保持思考。 Sudoku and 2048 for a quick logic break.

2048

用方向键或按钮合并数字。 Use arrow keys or buttons to merge tiles.

难度 Difficulty
分数 Score 0 最佳 Best 0 目标 Target 2048

2048 实时排行榜 2048 Live Leaderboard

    数独 Sudoku

    填入 1-9，完成每行、每列和每个宫格。 Fill 1-9 across every row, column, and box.

    难度 Difficulty
    用时 Time 0:00.0 当前题目 Puzzle 标准 1/3

    数独速度实时排行榜 Sudoku Live Speed Leaderboard