Investment Analyst
Resume:
JEFF WU
acgepg@r.postjobfree.com
Boston, MA 02128
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PERSONAL SUMMARY
. Master of Science in Finance, CFA Level III candidate adept at
investment valuations, research and analysis. Solid finance, modeling,
accounting and interpersonal skills. Interested in opportunities
throughout the U.S.
EDUCATION
Clark University GRADUATE SCHOOL OF MANAGEMENT
Worcester, MA
Master of Science in Finance, GPA 3.5
May 2014
Coursework: Investment Strategies, Investment Fund, Fixed Income
Securities, Computational Finance, Financial Econometrics, Advanced
Derivatives, Case Studies in Corporate Finance, Financial and Operational
Auditing and Case Studies in Derivatives.
. CFA, Level III Candidate
June 2014
LANZHOU UNIVERSITY OF FINANCE AND ECONOMICS
Lanzhou, China
Bachelor in Finance, GPA 3.3
June 2012
. Awarded Scholarship (Third), 2011; (Second) 2008, 2009, 2010
. Awarded Prize for Excellence, 2009
PROFESSIONAL SKILLS
. Extrapolated INTECH's mathematical approach to equity investment.
Developed and back-tested a quantitative model using quadratic
programming in MATLAB, beating the S&P 500 by 33% within 3 years.
. Used NPV to evaluate All American Pipeline. Used the WACC to compute
the cost of funding and applied DCF to determine the present value of
cash flows in constant growth model. Used the perpetuity, 30-year
horizon and IRR method to judge salvage value of the pipeline.
. Conducted seasonal modeling on the U.S housing markets using
traditional regression and moving average techniques, as well as Box-
Jenkins seasonal ARIMA models.
PROFESSIONAL EXPERIENCE
BEAMONTE INVESTMENTS
Boston, MA
Private Equity Valuation Intern
September 2014-Present
. Build financial models from scratches for a portfolio company using
the roll up strategy.
. Prepare due diligence check lists, valuation reports and term sheets
for target companies and research on pawn shop chains in Mexico.
STUDENT MANAGED CLARK UNIVERSITY ENDOWMENT FUND
Worcester, MA
Investment Analyst
January 2014-April 2014
. Conducted weekly review, market outlook, company updates and fund
attribution analysis for portfolio with AUM $100,000.
. Covered Consumer Discretionary and Health Care sectors; formulated
stock recommendations and presented U.S. Silica (SLCA) that returned
16.6% in one month during the market downturn.
. Built financial models to dig out investment opportunities on
oligopolies, low debt and low price effects in equity investing.
BANK OF COMMUNICATION CO., LTD- NEW YORK BRANCH
New York, NY
Risk Management Intern
June 2013-August 2013
. Researched Deutsche Bank AG using reporting materials and press
releases to determine its risk exposures from its core businesses;
used bottom-up approaches to analyze and assess its risk control
measures and de-leveraging and cost reduction plans.
. Evaluated and wrote report on current issues in the U.S. banking
industry. Analyzed the business transitions of top foreign banks in US
within the past five years and selected core ratios to do peer group
comparisons.
. Conducted time-to-time market research to present head-line economic
data to make forecasts for Head of the Risk Department.
CHINA EVERBRIGHT BANK CO., LTD- HEFEI BRANCH
Hefei, China
Intern, Residential Real Estate Lending
July 2011-August 2011
. Reviewed clients' credit history, cash flow and conducted financial
due diligence on property and loan collateral.
. Worked with bank's credit risk management team to negotiate loan terms
and special conditions with the borrowers.
. Arranged and attended loan closings with the bank, the client, the
real estate agency and housing authority.
VOLUNTEER WORK
LANZHOU UNIVERSITY STUDENT UNION
Lanzhou, China
Director, Student Volunteer Department
September 2008-January 2009
. Raised funds for Nursing home through newspaper sales; provided
teaching support for students in impoverished areas and provided
seasonal assistance to local farmers.
SKILLS
Computer -Microsoft Office (Word, Excel and PowerPoint), Matlab and
Bloomberg
Languages -Mandarin Chinese (Native)
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