Analyst Financial

T ian Wang

●469-***-**** ●*.********@*****.*** ●7421 Frankford Rd., #838 ●Dallas, TX 75252

SUMMARY

Objective: Financial Analyst

●Hands on experiences in financial planing & analysis, accounts management, P/E valuation and M&A

modeling; ●CFA Level 2 Candidate; ●Strong market research ability; ●Advanced financial modeling skill with

Excel; ●Expert in CapIQ, Bloomberg and Principia; ●Database skill in Visio, SQL and Access.

EDUCATION

Master of Science, Finance, University of Texas at Dallas 5/2013

Overall GPA: 3.94/4, High Distinction, in class with Cohort MBA, Dean’s Excellent Scholarship, Runner-up of ACG

National Investment Banking M&A Case Competition, 3rd place of Student Managed Investment Fund Equity Report

Competition.

Bachelor of Economics, Finance & Bachelor of Arts., English, Uni of Shanghai for Sci & Tech, 7/2010

Major GPA: 3.95/4, Shanghai Honored Graduate, Academic Excellence Scholarship, Student Leadership Scholarship,

Honored Student, Runner-up Debate Team leader of Finance Dpt., Runner-up of the 2nd Jindie Cup Enterprise Operation

Simulation Competition for Elites.

PROFESSIONAL EXPERIENCE

Investment Banking Analyst Intern, Pepperwood Partners LLC., Dallas, TX 9/2012-1/2013

• Conducted financial analysis and market research based on the research of Capital IQ database.

• Performed market research for P/E client based on Q&A with affiliated investors, partners, and sponsors.

• Developed up to 5 business projects pitch books simultaneously to meet deadline.

Financial Analyst Intern, Sethi Financial Group, Plano, TX 5/2012-9/2012

• Opened and kept accounts for individual investors and monitor their compliance of FINRA Rules weekly.

• Conducted due diligence of funds performance in Morningstar and managed the adjustments of portfolios.

• Built up investor relationships database to 4400 companies and 1200 individual investors.

Operations Analyst, Guangdong Yuehai Feed Group Co., Ltd., Guangdong, China 10/2010-6/2011

• Designed sub-branch KPI index and made monthly reports on departmental performance.

• Recorded fishmeal import contracts in the ERP system and checked them with the ledger accounts from accounting

departments of 6 subsidiaries.

• Developed part of Business Intelligence project for supplier management based on EXCEL and standardized raw

material reports, which has saved labor of 15 employees.

C&B Assistant Analyst, Salary.com, Shanghai, China (SDC) 4/2010-6/2010

• Participated in salary surveys from 10-K, identified and input compensation data of fourteen corporations daily.

• Assisted with compensation analysis and presented results with compensation statement knowledge.

Finance Intern, Bank of China, Shanghai, China 7/2009-9/2009

• Prepared company credit ratings, managed corporate accounts and identified the validity of VAT invoices.

• Promoted face-to-face bank products and sales, which resulted in opening hundreds of new accounts and up to 1M

RMB deposited in the seven-day notice deposit.

ACHIEVEMENTS AND MEMBERSHIPS

• ACG Capital Connection Conference Volunteer, ACG 3/2013

• 2 Annual PE Funds Symposium Volunteer, UTD

nd

10/2012

• Public Relations Officer, Graduate Student Society, UTD 11/2011-11/2012

• Public Relations Officer, Friendship Association for Chinese Students and Scholars 9/2011-11/2012

• Participant in FXCM Exchange Trading Competition (once ranked top 10 http://t.cn/SAz6qt) 11/2011

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