YALI SUN
**** ***** ******** ****, *******, New York 11418 acgjl2@r.postjobfree.com 315-***-****
EDUCATION
Syracu se Uni ve rsit y, M artin J. Whitm an Sch ool of M an agement S yracuse, NY
Maste r of S cie n ce i n Fi n ance, GPA: 3.7 December 2 01 3
• Curriculum: Financial Accounting, Financial Modeling, Corporate Finance, Fixed Income Securities
• Involvement: VP of Event Management of Whitman Women in Business Club, Member of Consulting Club
Dongbei Uni ve rsit y of Finance an d Ec on omics (DUFE), School of Inte rdisci plin ary Studies of S ociety & B ehavior Dalian, China
Bachelor of Finance, GPA: 4.0 June 2012
• Awards: DUFE scholarship, The Fifth Guanghua Educational Scholarship, Top 100 Outstanding Graduates, Best Team in DUFE
"English Talent Competition"
CERTIFICATIONS
• CFA Level 1, ESOL Business English Certificate (BEC) Higher, National Computer Examination Level 2 in visual fox pro and SQL
PROFESSIONAL WORK EXPERIENCE
Wells Fargo Advisor, Syracuse, Financial Advisor Intern October-Present 2014
• Analyzed 952 mutual funds by investigating fund information such as alpha, expense ratio, management tenure and scatter gram against
category and benchmarks of past 3, 5 and 10 years.
• Communicated regularly with clients per portfolio performance, preparing stock reports and assisting with reviewing their acc ount
workbook.
• Evaluated performance of mutual funds under firm-specific scoring model and introduced new variables to further modify the model.
• Built up financial models targeting at a list of 297 stocks selected from particular industry, calculating intrinsic value us ing terminal
value and twenty years cash flow discounted method and presenting recommendations to supervisors.
Ernst & Young, Shanghai, China, Fraud Investigation & Dispute Service Intern June-August 2013
• Assisted engagement teams to conduct internal fraud investigations for clients with monthly compliance of every 3 months.
• Reviewed accounting records and financial transaction documentation from 2011 to 2013 of targeted companies in fieldwork.
• Collaborated with forensic teams doing due diligence of bank records from fraud committed firms in 4 projects.
• Initiated working papers by detailed fraud categories that will be part of clients’ deliverables, improving clarity and efficiency.
• Developed and maintained productive working relationships with client personnel and legal counsel.
Citibank Co., Shanghai, China, Wealth Management Intern July-August 2011
• Led a team of 6 members collecting and analyzing Shanghai financial market data in the credit card field through market research of 10
other competitors, presenting analysis to senior managers.
• Trained for rules and procedures of foreign exchange transactions, Pyramid Theory in financing, and portfolio investment theories.
• Introduced financial products to the VIP clients of Citibank according to their needs, building credibility of company.
• Managed simulated investment of ¥10000 in stock market practicing portfolio theory, receiving recognition for the best profits among
all the interns.
• Worked closely in team environment and reported progress of operations to managers.
• Proposed the idea of “One Day in Citibank” and shot a 5 minute video promoting Citibank’s culture of “customer come before anything”
culture in Citibank.
LEADERSHIP EXPERIENCE
Whitman Women in Business, VP of Event Manager January 2013
• Managed planning and organizing for WWiB events including meetings, workshops, NYC trips, etc.
• Developed and executed specific agenda and event details, ensuring success of every club activity.
• Tracked attendance at events and maintained event calendar, collaborated with other executives to promote events to students.
Syracuse Whitman International Week, Volunteer November 2012
• Designed and built the China Booth showing Chinese culture and organized interactive games under the budget of $200.
• Won Best Country Booth Prize among booths of countries from all over the world.
DUFE School of International Business Communication (SIBC) Workshop, Founder March 2010
• Self-started a new club with idea of “Learning by Sharing” of more than 30 members and organized team activities every week.
SKILLS
Softwa re S kills: Proficient in Excel Modeling, R programing language, Microsoft Word, Power Point, Access, Eviews, SPSS
Langu ages: Professional working proficiency in English, Native speaker of Mandarin, elementary proficiency of Japanese