Manager Assistant

YIJING ZHOU

*** *. ******* ****** *****: 773-***-****

Chicago, IL 60614 Email: ********@*****.***

FINANCE PROFESSIONAL

Passionate MSF Graduate & CFA Level III Candidate highly skilled in investment analysis and asset management and with stellar communicatory skills is currently seeking for a position in investment industry.

AREAS OF EXPERTISE

• Budgeting

• Assess Management • Bilingual-English/ Mandarin

• Report Writing • Equity Analysis

• Derivatives Pricing

Professional Experience

FISCAL INTERN AT DEEPLY ROOTED PRODUCTIONS, CHICAGO, IL 01/2012 – PRESENT

• Manage the cash flow of all company business and operate financial system by QuickBooks, petty cash, vendor and contract payments, payroll and check preparation.

• Process all financial transactions, bank deposits, bank reconciliations in a timely and efficient manner.

• Budget program costs and present predictions to the board in layman’s terms.

• Prepare documents for annual audit in conjunction with Fiscal Specialist.

• Manufacture taxation documents for all company’s vendors.

PORTFOLIO MANAGER AT DEPAUL UNIVERSITY, CHICAGO, IL 09/ 2010 – 10/2011

• Successfully analyzed and selected the stock which was growing 16% market price for 30 days and among the top 10 best performing stocks.

• Increased portfolio value by 33% in 6 months by developing strategies via extensive research and active group participation.

ACCOUNTING INTERN AT STEANS CENTER OF DEPAUL UNIVERSITY, CHICAGO, IL SUMMER 2010

• Conducted budgeting projection of $100,000+ for the department’s new fiscal year.

• Controlled costs by tracking the monthly and yearly expenses of 8 programs.

• Generated department’s spreadsheets of cash flows and explained variances between internal spreadsheet sheets and university financial reports.

• Recorded monthly credit card transactions by drafting clear spreadsheets and reviewed related documents in accordance with department regulation to process employee reimbursements.

RISK MANAGEMENT ASSISTANT AT BANK OF SHANGHAI, CHINA SUMMER 2008

• Evaluated financial reports and monetary documents; Interpreted financial information and specific industry trends.

• Assisted in the loan approval process by communicating among several departments; Closely communicated with the customers to track the loan flows

• Categorized and audited approximately 200 clients’ credit files

• Edited over 1000 pages of regulations in two days for the new edition of bank standards.

OTHER EXPERTISE

MARKETING ASSISTANT AT EDGESOFT CO., LTD., CHINA SUMMER 2007

CLIENT MANAGER/TECHNOLOGY CONSULTANT AT DAZHI COMPUTER COMPANY, CHINA SUMMER 2008

SCHOLASTIC HISTORY

MASTER OF SCIENCE: FINANCE, DePaul University, Chicago, IL, 2011

• Courses: Financial Report Analysis, Investment Analysis, Derivatives Pricing, Financial Engineering

BACHELOR OF ARTS: INTERNATIONAL ECONOMICS AND TRADE, Nanjing Forestry University, China, 2009

NOTABLE ACHIEVEMENTS

• Awarded in the Second Stock Contest of DePaul University MBA Association

• STARR Scholarship in DePaul University (10% International students awarded based on strong academic credentials)

• Excellent Student in NJFU (Top 8% students awarded based on comprehensive evaluation)

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