Manager Quality Control

ZHE (JACKY) HUANG, CFA LEVEL III CANDIDATE

**-** ********* **. ****, Elmhurst, NY 417-***-**** *******@*******.***

EXPERIENCE

Dragon Gate Investment Partners, LLC New York, NY

Project Director - CorpStarterTM Mar 2013 – Present

• Initiated CorpStarter incubator for NYC startup companies, worked closely with PE/VCs, accounting firms,

and law firms to offer consultations of fundraising plans, corporate structures, evaluation, and exit plan

• Assisted with the due diligence, reviewed and analyzed twenty projects’ financial status, offered office

space to startups and coached from management building to seed stage funding of five million dollars

• Analyzed targeted investors and PE firms to prepare fundraising materials, organized client meetings with

bankers and investors, interacted with PE firms to obtain information on prospective investments

Jan 2013 – Mar 2013

Financial Analyst

• Created public companies investor relation plans by researching and analyzing SEC filings (10-Ks, 8-Ks, S-

1s, etc.) and meeting with clients. Applied different method to identify company values and strategies

• Served as financial consultant to offer effective advice to clients about financial report, assisted IR agent to

solve investors’ inquiry, assisted clients to achieve 20% increase of trading volume within a month

• Assisted to maintain online road show platform by programming with SQL language to improve and debug

the system, helped to write listed Chinese securities report by modifying financial model and analyzing data

Fordham University, Graduate School of Business New York, NY

Jan 2012 – Dec 2012

Teaching Assistant

• Utilized financial knowledge and maximize learning experiences by providing constructive mentorship on

fixed income, equity valuation, derivatives, compliance and regulation, and prepared feedbacks to professor

• Helped over 200 students to understand class materials, graded problem sets and exams with detailed

comments and explanations, assisted professor to achieve “Business School Yearly Best Professor” award

Citibank (China) Co., Ltd Guangzhou, China

May 2011 – Aug 2011

Summer Intern

• Analyzed market data, financial information and credit documents to determine clients’ credit worthiness,

expanded new relationships by advising and recommending appropriate solutions that met expectations

• Identified opportunities to sell products to enhance clients’ banking experience and increase revenue growth,

created client reports for supervisors, managed the risk and quality control of clients

• Provided administrative support, organized meetings, and ensured meeting follow-up. Organized the young

talent program workshop and investigated local market for setting up a new branch

China Construction Bank Lishui, China

Sep 2010 – Dec 2010

Assistant to Branch Manager

• Assisted in conducting branch operation review to improve branch operations efficiency and worked with

branch manager to implement risk control policies, ensured daily operations conformed to the regulations

• Supported Business Manager in project managing for the housing fund and monitored its progress, updated

the relevant forms on intranet and conducted briefings prior to product launch

• Prepared user requirements together with business analysis on customer solvency as well as field visits,

verified financial information such as operating strategy, accounting statement, and projected growth

EDUCATION

Fordham University, Graduate School of Business New York, NY

Sep 2011 – Dec 2012

MS in Global Finance

Finance courses: Financial Statement Analysis, Risk Management, Financial Statistics, Financial Modeling,

Portfolio Management, Corporate Governance, Managerial Economics, Corporate Finance, IPO, M&A

Guangdong University of Foreign Studies Guangzhou, China

Sep 2007 – May 2011

BS in Finance / BA in Journalism

Courses: Accounting, Calculus, Financial Engineering, Econometrics, Money & Banking, Computer Science

President, Painting and Calligraphy Association

Scholarship for comprehensive Merits Excellent Student Leadership Awards

ADDITIONAL

• Bilingual in English and Chinese (Mandarin and Cantonese)

• Volunteer in 50th New York Film Festival, 16th Asian Games, 26th Universiade

• Bicycle 2,500 miles: New York to Toronto, northeast China

• Skill: Bloomberg Terminal, Microsoft Excel (VBA, pivot tables & VLookup), Eviews, SQL, HTML

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