ZHENG (CRYSTAL) CAO

**** *. **** *****, *******, IL 60616

312-***-**** * acvt68@r.postjobfree.com * https://www.linkedin.com/in/zcaoiit

Objective

CFA Level I candidate seeking a full-time position in financial field with opportunity for growth

Education

Illinois Institute of Technology, Chicago, IL 5/2016

Master of Science in Finance

Relevant Courses: Equity Valuation; Valuation and Portfolio Management; Equity and Equity Derivatives Trading; FOREX and Fixed Income Strategies; Corporate Finance; Investment Banking; Financial Modeling; C++ with Financial Markets; Options, Futures, and OTC Derivatives; Global Financial Markets

Harbin Engineering University, Harbin, China 7/2014

Bachelor of Naval Architecture and Ocean Engineering

Experience

Sales Account Executive, Options. Energy, Lombard, IL 7/2016-present

Presented products and services pitch to clients in various territories to promote energy deregulation policy

Conducted strategic shopping within different energy suppliers to assist customers to find out the best prices

Managed energy businesses with clients by pulling energy bills, signing contracts and following up on the services

Discovered potential and new clients by bilingual cold calls and achieved a deal-closing rate of 30%

Intern, CITIC Securities Co., Ltd, Beijing, China 7/2013-8/2013

Assisted clients to open accounts and provide transaction consultation such as fee structure, margin requirements

Structured and designed presentation visual aids with PowerPoint and translated marketing documents

Conducted customers’ feedback surveys every week

Bank Clerk Intern, China Construction Bank, Shaoguan, China 1/2012-2/2012

Coordinated personal financial transactions and processed checks payments after signature verification

Recorded all deposits and withdrawals transactions into bank operating systems

Provided consultations to clients on bank products and services and performed administrative function

Projects

Fixed Income Trading 1/2016-5/2016

Calculated the Duration, Convexity and Yield for a long position in a portfolio with 6 instruments in Excel

Established a TED Spread trade using Eurodollar futures to hedge a UST bond with Bloomberg functions

Constructed yield curve trades, butterfly trades and basis trades and calculated the P&L with repo/reverse rates

General Motors Equity Valuation 9/2015-12/2015

Developed GM investment summary, business overview, risk assessment, competitive analysis and financial analysis for 5 years and performed equity valuation with 3 DCF models to get the weighted target price

General Motors Corporate Research 9/2015-12/2015

Created GM business summary, risk return regression analysis, fundamental analysis (capital structure, payout policy)

Applied DCF models to develop the pro forma of firm valuation

Equity Pairs Trading 9/2015-12/2015

Created pairs trading models using 6 signal thresholds and 2 indicators in Excel with VBA code implemented

Developed optimal portfolio allocation algorithm with the rule to look back every 20 excel rows ranking the returns of 4 pairs and move 10% of the capital from the worst pair to the best pair repeating the strategy till the end

Portfolio Management & Risk Analysis 1/2015-6/2015

Performed style analysis to create asset map, lambda regressions and single time series sensitivity regressions, established alphas applying bias regressions, calculated IR and conducted return attributions

Fundamental Analysis & Forecasting 1/2015-6/2015

Option Pricing 8/2014-12/2014

Activities & Community Service

Research Analyst, Stuart Investment Group of IIT 9/2015-5/2016

Conducted equity valuation in consumer discretionary sector to form a portfolio valuing around $100,000

Honors & Certifications

Scholarship Award Recipient-Illinois Institute of Technology 3/11/2014

Skills

Language: Proficient in English, native in Mandarin and Cantonese, basic in Spanish

Computer Skills: Excel, PowerPoint, Word, Access, VBA, Python, C, C++, SQL, Bloomberg, Salesforce

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