Management Financial

CHARLOTTE FAN

*** *. **** **., ***. **A, New York, NY 10017

*********.***@******.****.*** 919-***-****

WORK EXPERIENCE

**/**** – 09/2013

Trading and Analytics Analyst at BlackRock, New York, NY

Delivered financial analytics, risk reporting and trading solutions to the world’s largest banks, corporations, asset

managers, and insurance companies on over $13 trillion in AUM across fixed income, equity and multi-asset products

Leveraged the firm’s proprietary risk analytics and trading platform Aladdin to perform analytical reporting, portfolio

performance, risk exposure and ad-hoc special analyses in response to market events and business needs

Interacted with portfolio managers, risk managers, financial modelers, and portfolio analytics team to understand their

business needs and customized portfolio management, analytics, risk and trading solutions for them

Provided client services by giving on-site training and presentations on new functionalities of Aladdin to various

insurance clients on a quarterly basis; demonstrated quick problem solving skills by providing real time solutions to

urgent clients’ requests and inquiries

Acquired an in-depth understanding of investment management and trading processes; collaborated with internal

teams to enhance these processes to address the needs of today’s asset management business

Developed skills in SQL, UNIX, coding compliance rules, and client relationship management

05/2011 – 07/2011

Equity Research Summer Analyst at Bank of China International, Shanghai, China

Conducted equity research and fundamental analysis on the Chinese automobile sector

Performed extensive company and market research; created, analyzed and maintained financial models;

forecasted future earnings and determined price targets

Attended industry conferences, onsite visits, and management meetings; analyzed business models for potential

coverage and performed due diligence

Collected, consolidated and interpreted company and industry data; maintained databases using Bloomberg,

W ind, CEIC China database, and industry publications

Prepared research reports, notes, briefs and conference presentations for both internal and external uses;

communicated findings to investor advisors during weekly meetings

07/2011 – 08/2011

Research Assistant at the New York Times, Shanghai, China

W orked closely with a Pulitzer-awarded correspondent and multitasked simultaneous research projects on

Chinese financial and economic sectors through extensive research and analysis

Conducted in-depth industry and market research through multiple databases, extensive interviews, and onsite

visits; searched, consolidated and interpreted industry and company data; performed financial and data analysis

to identify industry and market trends

Monitored current events and happenings; prepared daily news briefs and provided timely news updates for

correspondents across multiple global office locations

Participated weekly conference calls and presented findings to researchers, correspondents, and editors at both

the New York headquarters as well as other satellite offices

Updated and maintained firm’s internal database; performed document clipping/filing and translation

EDUCATION

08/2008 – 05/2012

Duke University, Durham, NC

B.S. in Economics, Concentration in Finance

Cumulative GPA: 3.6/4.0

Relevant Coursework: Intermediate Finance, Econometrics, Financial Accounting, Corporate Finance, Linear Algebra,

Differential Equations, Probability, Economic History, Business Communication, Consumer Psychology, Women at Work

01/2011 – 05/2011

Duke in New York: Financial Markets and Institutions

Selective program that includes networking events, guest lectures, and on-site visits to financial and consulting firms

Coursework: International Finance, Financial Markets, Economics of Financial Derivatives & Financial Engineering

Awards: BCG Case Competition Finalist

North Carolina Consulting Competition (N3C - Duke, UNC, Wake Forest) Second Place out of twenty teams

DukeEngage in Trinidad and Tobago – Social Entrepreneurship and Economic Development 06/2009 – 08/2009

SKILLS AND INTERESTS

Language Skills: Fluent in English, Mandarin, and Shanghainese

Computer Skills: Microsoft Office, Aqua Data Studio, SQL, Unix, xterm, STATA, SecurityMaster, Bloomberg, Aladdin

Interests & Activities: Volunteering at EverybodyWins!, Swing Dance, Accordion, Hiking, Kickboxing

Certificate: CFA Level I Candidate

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