Livecareer-Resume
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary

M.S. in Finance candidate seeking a full-time position of financial analyst. Dedicated, confident, and high-energy professional holds exceptional knowledge in financial software (advanced Excel, Bloomberg terminal, E-views, MATLAB), CFA and FRM candidate.

Skills

Advanced Excel (pivot, vlookup, data analysis), Word, PowerPoint, Access

  • E-views, MATLAB, Bloomberg terminal
Education
FRANK G. ZARB SCHOOL OF BUSINESS, HOFSTRA UNIVERSITY Hempstead, NY Expected in 12/2014 Master of Science : Finance - GPA :
Hofstra University , NY Expected in 10/2014 BLOOMBERG Essential Training Program, 09/2013, N. Y. : Certificate Of Working Knowledge Of Bloomberg Terminal - GPA :
SCHOOL OF BUSINESS, SOOCHOW UNIVERSITY Suzhou, NY Expected in 06/2012 Bachelor of Economics : Economics And International Trade - GPA :
, Expected in Financial statement analysis, Derivatives Markets, Portfolio Management, Quantitative Analysis, Accounting and Financial Reporting, Managerial Finance, Investments, Financial Modeling : - GPA :
Experience
Investors Community Bank - Financial Support
Green Bay, WI, 03/2015 - 07/2015
  • Created insightful analysis on financial statements, and prepared monthly and quarterly reports for investment decisions and recommendations
  • Monitored fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, trade publications, and company sources
  • Screened investment opportunities, delivered ad-hoc analysis, maintained good relationship with clients, and explained investment recommendations to clients
Arthur J Gallagher & Co. - Credit Analyst
Seattle, WA, China 05/2012 - 2013
  • Oversaw financial analysis and risk assessment, assessed and developed new and existing customers' credit terms
  • Developed spreadsheets detailing status of high-risk customers for upper management's weekly review
  • worked within a team to manage default risk, and maintained the non-performing loan ratio below 0.3% during the fourth quarter of year 2013
Yangguang Real Estate Development Co., Ltd - Financial Analyst
City, STATE, China 05/2010 - 07/2011
  • Input financial data for transactions and maintained company databases using Excel
  • Collaborated with a team to advise clients use various debt instruments in order to finance commercial, industrial, and residential real estate
  • Achieved over 97% clients' satisfaction from feedback survey
Accomplishments
  • Portfolio Management Project, 2014 Provided Request for Proposal from a potential institutional client by using data from a selected portfolio, S&P500 and US T-bill, and calculated Return/Risk Statistics, Correlation Matrix, and portfolio key ratios using Excel Data Analysis; Conducted Brinson Attribution Analysis to get cross-sectional assessment concerning selected portfolio.
  • Portfolio Hedging Project, 2014 Designed an effective method by calculating Value at Risk by using data from assigned positions and SPY; Conducted portfolio optimization by calculating derivation of a correlation matrix, a covariance matrix and a weighted covariance matrix to determine portfolio risk using Excel Solver, and presented results of analysis using Excel Pivot Table.
  • Advanced Statistical Modeling, 2014 Utilized ARCH and GARCH Model to analyze the bid-ask Spread, volatility, Turnover and Volume of selected S&P 500 companies via Bloomberg and E-views.
Skills

  • Software: Advanced Excel, BLOOMBERG Terminal, MATLAB, Access, PowerPoint, Word, EViews
  • Language: English, Mandarin

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Resume Overview

School Attended

  • FRANK G. ZARB SCHOOL OF BUSINESS, HOFSTRA UNIVERSITY
  • Hofstra University
  • SCHOOL OF BUSINESS, SOOCHOW UNIVERSITY

Job Titles Held:

  • Financial Support
  • Credit Analyst
  • Financial Analyst

Degrees

  • Master of Science
  • BLOOMBERG Essential Training Program, 09/2013, N. Y.
  • Bachelor of Economics
  • Financial statement analysis, Derivatives Markets, Portfolio Management, Quantitative Analysis, Accounting and Financial Reporting, Managerial Finance, Investments, Financial Modeling

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