Excel(Pivots, Vlookup), PPT, MATLAB, R, Bloomberg, Capital IQ
Certificate: CFA Level 1 Passed
09/2016 to Current
Financial AnalystVlixes LLC － New York, NY
Research, analyze and re-interpret financial statements of S&P 500 companies according to company's proprietary investment strategy framework.
Perform key financial ratio analysis, conduct cash flow analysis and develop quantitative financial models to analyze the fundamentals of target companies.
Collect and analyze relevant information on topics including business models, management, competitors, industry conditions, mergers and acquisitions, agreement and regulation, and macroeconomic condition.
Research, quantify and assess key risk indicators of target companies to ensure risk exposure within investment strategy thresholds; Back test strategy under a specific timeframe to measure performance and refine strategy.
Create and prepare report and presentation with conclusions on financials and recommendations on investment strategies.
07/2016 to 08/2016
Investment Banking InternAlpha Capital Holdings Inc － New York, NY
Completed 20 Module training program including comparable analysis, DCF, LBO, M&A models.
Involved in a deal and prepared a pitchbook with 4 group members for an apparel company.
Developed valuation and modeling skills, and improved problem-solving and data analysis abilities.
09/2014 to 12/2014
Credit Risk InternStandard Chartered Bank － Shanghai, China
Handled 3,000 credit card cases and 1,200 corporate loan cases; Performed exhaustive due diligence investigations on client's financial status and wrote reports.
Analyzed 3,400 clients' financials to access solvency and liquidity, meanwhile closely monitored and projected cash flows for corporate loans on a frequent basis; Enforced credit policy updates and ensured loan exposure limits on a timely basis.
Coordinated with regulatory team about credit review and approval process; Drafted prospectus and paperwork relevant to legal verifications, tasks included validating, proofreading and layout design.
02/2014 to 06/2014
Equity Research InternSealand Securities － Shanghai, China
Conducted fundamental analysis on 12 Telecommunication and Technology companies using financial statements from 10Q, 10K and Bloomberg.
Developed financial modeling spreadsheets to assist in stock valuation, including Financial Ratio Analysis, Weighted Cost of Capital, Discounted Cash Flow Analysis, Leverage Buyout, Price/earnings multiples and Comparable Company Approach.
Five of the investment reports were selected by the fund managers as useful reference for their investment strategies.
Education and Training
Master of Science: FinanceThe Johns Hopkins University － Washington, DCFinance 3.77/4.0