Management Financial

Qianqian (Nicole) Li

*** *. ******* ****** *-****, Chicago IL 60661. 312-***-**** .

****@****.***.***

PROFILE

A financial services industry professional with experience dealing in a

broad range of financial market instruments and processes, looking for a

position where I could contribute by leveraging the insights acquired from

professional and academic endeavors.

EXPERIENCE

BMO Harris Bank

Chicago, IL

Credit Analyst

November 2012-

Expect December 2012

- Analyzed financial statements of auto dealers and calculated

financial ratios for further analysis.

- Build database for records of key financial variables to set up

credit risk model regression.

Wintrust Financial Corporation

Chicago, IL

Loan Servicing- Wintrust Mortgage

September 2012- November

2012 - Ran reports and processed of mortgage payment deposit, tax

due and payment, bills forwarding.

- Searched and adjusted Escrow Account Balance for each funded

mortgage, corrected journal entries and forwarded extra credits to investor

banks.

- Used Prologue Test and Mortgage Builder software to update and match

corresponding accounting data.

Bourbon Financial Management, LLC

Chicago, IL Funds Research Team Leader-Internship

October 2011 - August 2012

- Led a research team of 4 to conduct detailed study on individual mutual

fund and researched factors that are significant to the performance of

mutual funds.

- Constructed fund portfolio building methods and analyzed asset and

expense allocations of portfolios.

- Participated in the preparation and diligent reporting of Quarterly Cash

Flow Statements/budgets to companies.

Trinity Higher Education Corporation

Chicago, IL Business Consultant-Internship

November 2010 - May 2011

- Prepared materials and matched data to Balance Sheet in Annual Reports.

- Developed and regularly improved software for clients to track updates of

their applications and scholarships.

- Researched and planed financial resources funding for clients' further

education.

Haitong Security Co., Ltd (Investment Bank)

Shanghai, China

Assistant Trader/ Analyst-Internship

September 2009 -

April 2010

- Cooperated with analysts to develop reports of trading performance

benchmarked with various indexes.

- Analyzed and reported financial statement analysis, especially financial

ratios based on 10K, 10Q.

- Processed risk management by historical simulated VaR method and Implied

Volatilities for portfolios.

EDUCATION

Illinois Institute of Technology- Stuart School of Business

Chicago, IL

Masters of Science in Finance

May 2012

- Coursework: Financial Statement Analysis, Portfolio Management, Risk

Management, Investment Banking

- Recipient of merit based Tuition Scholarship

- Participated in the FIA EXPO Exhibitor for IIT-Stuart School of Business

(2011)

- Financial Analyst, Technology sector, Stuart Investment Club (2010-2012)

Shanghai Finance University

Shanghai, China

Bachelors in Finance

July 2010

- Coursework: Fixed Income and Time Series, Accounting, Commercial Bank

Accounting, Budget Management

- Recipient of merit based Tuition Scholarship.

- Vice Chairman, Future Financier Association- Shanghai Finance University

(2007-2010)

- Published : "The Problems and methods of future development for real

estate in Shanghai" in TIME FINANCE (2009)

ACADEMIC PROJECT

- LBO Valuation: Leverage Buyout Analysis for the target of listed company,

IAC/InterActiveCorp.

- Annual Report Analysis: Comprehensive report of liquidity, profitability,

leverage, and financial forecast analysis.

- Market Risk Valuation: Comprehensive portfolio market-risk analysis,

including VaR, GARCH (1, 1), EWMA, VIX.

ANALYTIC TOOLS & LANGUAGES

Computer: MS Excel/VBA (Advanced Level), Access, SQL Server, Bloomberg

Terminal

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