KEY ATTRIBUTES

Solid finance background gained from coursework, CFA exam, family members, research and internship experience.

Knowledgeable in accounting that learned from accounting minor.

Excellent researching and reporting skills gather from internship experience and research experience.

Strong attention to detail and accuracy developed from Index internship experience and math courses

Advanced Excel modeling skills (short cut keys, Macro, VBA, formulas) learned through internship and projects.

Outgoing individual with vast experience working in multicultural team

Available for hiring: June 2016

EDUCATION

Bachelor of Arts in Business Administration, Seattle University

Major in Finance (Major GPA 3.7/4.0), minor in Accounting. December 2015

Completed all coursework for a minor in Math. Completed graduate level finance classes with special permission.

Dean’s List Fall 2013-Spring 2015 at Seattle University

Passed CFA Level 1

December 2014

PROFESSIONAL EXPERIENCE

Index Intern

FTSE Russell February 2016- present (end by June 3rd)

Performed stock research, calculating free float factor and updating the result to the system.

Completed projects of index products, index market analysis and index investment strategies by conducting research on Bloomberg, MorningStar and EagerPro.

Product Management Intern

PingAn Trust - Beijing, China Summer 2015

Acted as a contact person of a product that invests US$ 100 Million in the U.S. based hedge funds including Quantum Fund, Renaissance Technologies, and Tiger Ratan.

Conducted research on the target funds and presented to manager in PingAn.

Worked with investment partner face to face to collect information, read materials, negotiate contract and do survey.

Fund Analyst

Seattle University Endowment Fund, RedHawk Fund 2014 - 2015

One of ten analysts charged with managing a diversified university endowment fund portfolio of $440,000.

Tracked three stocks (BRK.B, PAYX, TSLA), Wrote stock research report and presented my recommendation to the Fund’s management.

ACCOMPLISHMENTS

CFA Research Challenge Northwest Regional Candidate (First Place in Local round) September 2015 – April 2016

Member of a team Seattle University team in a research challenge sponsored by the CFA Institute.

Performed stock analysis with valuation models on Esterline Technologies (NYSE: ESL) and presented to judges.

Won the local championship among seven universities and advance North South America Regional final

Research Assistant

Foreign Reverse Merger Examination: Conduct research on foreign reverse merger and the potential fraud risk and assist a professor to complete a relevant research paper. Winter 2016 - Present

Independent Project

Kahn Capital Management Hedge Fund strategy: Created and back tested a long-short investment strategy Spring 2015

Option Pricing Model: Built the Black-Scholes Option Pricing Model on Excel using Macros and VBA that can automatically generate information online. Spring 2015

OTHER

Software skills: R, SQL, VBA, Microsoft Excel (Certificated), Bloomberg Research Terminal

Hobbies: Chinese Weiqi, Cooking, karaoke, photography, tango

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