Jakob Bickley

Jakob Bickley

University of Alberta Mathematics and Finance Student

Actively seeking full‑time opportunities in Finance, Insurance (Underwriting & Analytics), and Data Operations - available Jan 2026.


Education

University of Alberta – BSc in Mathematics & Finance (Expected Jan 2026)

  • GPA: 3.8
  • Scholarships:
    • The Cathy Allard-Roozen Leadership Award (2023)
    • Louise McKinney Scholarship (2023)
    • Thorleif M. Fostvedt Scholarship in Mathematics (2024)
    • The I M May Denham Memorial Scholarship in Mathematics (2025)

View My Transcript


Work Experience

May 2025 – Sept 2025

Saskatchewan Government Insurance – Summer Underwriting Intern

  • Supported commercial property and auto underwriting teams; liaised with brokers to improve quote accuracy and turnaround time.
  • Built automated Excel tools to track premiums, quoting success, and broker KPIs-cutting manual reporting time by ~40%.
  • Integrated Python/Selenium data validation flows and approved AI tools (LLMs) to streamline administrative workflows.
  • Standardized intake checklists and quality controls to reduce rework and ensure complete submissions.
  • Collaborated cross‑functionally to triage edge cases and document repeatable procedures for junior team members.
Sep 2024 – May 2025, Sept 2025 - Present

University of Alberta – Teaching Assistant (Calculus)

  • Evaluated 1,200+ assignments weekly using consistent rubrics and quantitative grading checks.
  • Delivered problem‑solving sessions; identified learning gaps and created targeted examples to improve outcomes.
  • Provided structured feedback to instructors highlighting common errors and recommended syllabus clarifications.
Aug 2023 – May 2025

University of Alberta – Residence Assistant

  • Mentored and supported 45+ residents; recognized as RA of the Year (2024–2025) for leadership.
  • Designed and executed monthly programming that increased engagement and academic performance.
  • Mediated conflicts, coordinated with campus safety and housing teams during incidents, and maintained detailed reports.
  • Promoted inclusion, wellbeing, and adherence to university standards through proactive communication and restorative practices.

Technical Skills

A quick snapshot of what I use to ship automation, analytics, and finance work.

Python

Data wrangling, web automation, and reporting pipelines

  • Pandas
  • NumPy
  • Matplotlib
  • Selenium (browser automation)
  • PDF/Email parsing
  • Regex
  • Dataclasses

Excel & VBA

Rapid prototypes and robust ops tooling for end users

  • Power Query
  • PivotTables
  • VBA automation
  • Financial models
  • Data validation
  • Dashboard Creation

Data & Databases

Lightweight storage and integration for ops workflows

  • SQL (read/write)
  • Access
  • SharePoint list flows

Finance & Risk

Domain expertise from insurance and math/finance coursework

  • Underwriting support
  • Pricing/quote tracking
  • Variance analysis
  • Risk metrics
  • Backtesting basics
  • Excel modeling
  • Underwriting analytics
  • Exposure analysis
  • DCF Model
  • Scenario Analysis
  • Derivatives Pricing
  • Fixed Income

Projects

Excel‑Driven Guidewire Automation

Bulk vehicle & coverage configuration with automatic VIN lookups

GW Uploading Tool overview screen
GW Uploading Tool - overview
Drivers tab of Excel template
Drivers tab (Excel template)
Vehicles tab of Excel template
Vehicles tab (Excel template)
Coverages configuration sheet
Coverages configuration sheet
Run settings: Drivers/Vehicles/Config selection
Run settings (Drivers/Vehicles/Config)
Old vs New intake flow - Excel-based with automated VIN retrieval
Old vs New Intake Flow

This tool keeps Excel as the user interface while automating the heavy lifting in the background via a couple of python scripts. Users enter VINs (or VIN/Year/Make/Model); vehicle details and pricing are automatically retrieved from VINs where possible.; coverages and vehicles are configured in bulk and inputted a reliable manner using a Python Selenium runner. Result: faster intake, fewer manual clicks, and consistent completion of required fields all while allowing the user to complete other tasks. Note: This project is a component of the SGI Automation initiative.

Ongoing Project: Markov Bank Run Simulation

We are building a practical simulation of bank funding stress that a finance professional can read and interpret. The model blends a Markov chain for regime switches (calm vs. stressed liquidity), a jump-augmented Vasicek interest rate process to capture sudden rate shocks, and simple balance sheet flows for insured and uninsured deposits. Outputs will show how funding costs, deposit run probabilities, and fire-sale losses evolve over time so teams can stress test assumptions without heavy math notation. Visuals and scenario dashboards will be added as we complete the code and begin simulation runs.