Qingyang (Robinson) Zhao

*** **** ***** ***, *** D San Gabriel, CA 91776 323-***-**** aculao@r.postjobfree.com EDUCATION

University of Southern California – Los Angeles, CA May 2015 Master of Science, Mathematical Finance, GPA: 3.74

• Main Courses: Investment Analysis and Portfolio Management, Stochastic Calculus and Mathematical Finance (I&II), Fixed Income Securities, Mortgages and MBS, Time Series, Mathematical Statistics…

• Leadership: President of Mathematical Finance Association, sponsored by USC Math Finance program

• Project: Asset Price Dynamics in SFC Macroeconomics Model Shandong University – Shandong, China Jun 2013

Bachelor of Economics, Financial Mathematics; Minor: Information and Computing Science; Major GPA: 3.9

• Honors: First-Class Student Scholarship (2010&2011, top 5%); Aviva-Cofco Star of Future Outstanding Student Scholarship (2010&2011, top 1%), Best 10 Presidents of Student Associations (2012)

• Leadership: President of SDU Speech Association, an association with 2000+ members; organize 13 large public speaking and debating events each with participants 500+ EXPERIENCE

Abroad Intellect Capital, Inc – Los Angeles, CA Oct 2015 – Mar 2016 Financial Analyst

As entry-level financial analyst, gather and analyze financial data, develop and monitor capital structure

• Analyze

financial

reports

and

build

financial

spreadsheet

models

for

senior

analysts

• Projects:

Real

Estate

Investment

in

the

U.S.,

China

Entertainment

Industry

Analysis USC Marshall School – Los Angeles, CA 2014 - 2015

Teaching Assistant

Work as TA for the course “Investment Analysis and Portfolio Management”, with 60-70 students per semester

• Evaluate students performance and give feedbacks; grade all the homework, projects and exams;

• Prepare supplementary materials after analyzing their performance and give TA sessions FTBD HECM Project – Los Angeles, CA Fall 2014

Design a financial product called Fixed-Term-Bi-Direction (FTBD) Home Equity Conversion Mortgage that

• Combines the properties of HECM, life insurance and conventional mortgage;

• Meets individual’s residential property demand, increases retirement income, provides investment funds with long-term investment assets, and reduces systematic mortgage risks StockTrak Investment Simulation Contest – Los Angeles, CA Fall 2013 Lead a team of 5 to manage portfolio using StockTrak, end in 3rd among 30+ teams with 35% annualized return

• Exploit prediction of US economy recovery, Fed’s commitment to low interest rate and continuing impact of Fed’s QE program, allocate higher portion to stocks and lower to bonds (most of bonds in TIPS) Hongyuan Securities – Shandong, China Summer 2012

Portfolio Analysis Intern

Focus on IT industry, help portfolio manager prepare analyst report and do performance review, affect ¥5+M

• Read CSRC filings, analyst reports, news and economic data and attend conferences

• Maintain, modify and validate Excel models, input data and prepare analysis report and presentation Agricultural Bank of China – Shandong, China Winter, 2011 Risk Department Intern

Credit risk evaluation, post-loan management and field investigation with the team under supervisor’s instruction ADDITIONAL INFORMATION

• Computer: Matlab, Stata, SQL, C++, Microsoft Office (Excel-VBA, Word, PowerPoint)

• Language: Native Mandarin Chinese speaker, business fluent in English

• Math Finance Skills: B-S Model, M-C Simulation, Derivatives Pricing and Portfolio Management…

• Finance certificates: Bloomberg terminal Essentials certificates, Passed CFA level 1&2 on 1st attempt

• Actuary: Passed 3 SOA Exams on 1st attempt: Probability/1, Financial Mathematics/2, MFE/3

• Volunteer: Tutor nearby high school students AP Calculus and other math subjects

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