Project Security

Natalie Heng Li

*** ******** ****, *** ****** Township, NJ, 08234 * 1-609-***-**** *

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

Education:

Drexel University

Bachelor of Science in Business Administration

Concentrations: Finance & Economics & International Business

Philadelphia PA

Graduated June 2011

Cumulative GPA: 3.43/4.0

Professional Experience:

J.P. Morgan Chase & Co.

Newark, DE

Client Review Analyst - Contract

September 2012 to November 2012

. Participate in J.P. Morgan Security Lending Business Unit's internal

audit project and support multiple trading platforms' integration process.

. Reviewed the full hierarchy of all lending clients across multiple

systems ensuring for 100% accuracy against guidelines and requirements.

.

Turner Investment Partners

Investment Strategist Co-op

Berwyn, PA

October 2010 to September 2011

. Assigned to Executive Managing Director to analyze Top/Bottom performers

in 14 investment portfolio for year & quarter end reports.

. Analyzed portfolio characteristics, performance and sector tilted stocks

in various portfolio products to capture outliers.

. Performed competitor analysis by researching various mutual funds top

holdings and performance.

. Discussed and analyzed current top ideas with Executive Managing Director

on a weekly basis.

. Selected investments for Co-Op market neutral stock competition based

primarily on fundamental company valuations.

Turner Investment Partners

Investments Center Co-op

Berwyn, PA

September 2009 to May 2010

. Built earnings & revenue growth models for small stocks to forecast

stocks' EPS, price targets and growth assumption.

. Made evaluation models to track stock performance for potential

investment opportunities and daily EPS consensus changes.

. Developed a presentation on emerging markets to analyze macroeconomics,

political issues and equity market structure to identify best investments

in the global market.

. Launched new template with pre-set formulas for trading team to calculate

monthly long/short equity performance.

. Instituted universal screening to catch momentum trading strategy for

out/underperformance stocks.

. Established an overview and analyses of growth trends for re-emerged

companies from Chapter 11 bankruptcy.

BlackRock Inc.

Aladdin Portfolio Services Group Assistant

Wilmington, DE

October 2008 to April 2009

. Led the APSG internal team ranking on resolved and completed client

requests to set up various types of securities for new accounts into

BlackRock's proprietary trading system.

. Reconciled of internal clients and data discrepancies request between

internal data and third party data providers.

. Increased efficiency and accuracy of the private investor group and

reduced heavy workload for the security setups.

. Proposed prompt solutions to traders regarding issues with security data

and price.

Nuveen Investments

Account Administrator

Radnor, PA

September 2007 to March 2008

. Activated new accounts for assigned relationships and approved new

accounts for trading.

. Processed changes through APL system for existing account terminations

and full/partial liquidations.

. Reviewed legal documents for accuracy and completeness through

established guidelines and compliance rule.

. Assisted advisors with questions regarding new and existing accounts and

answered status/paperwork calls.

Trump Taj Mahal Casino Resort

Poker Room Dealer

Atlantic City, NJ

August 2004 to January 2005

. Managed all gaming activities at a ten station poker table promptly

and accurately.

. Collected poker revenue in accordance with departmental raking procedures

and processed cash transactions of up to $10,000 per day

Project Experience:

Advanced Portfolio Management

Industry Stock Recommendation

Drexel University

September 2009 to March 2010

. Recommended stock selection from industry in S&P Mid Cap, analyzed

industry trends, stock performance, investment risk and established CAPM,

WACC and DCF valuation for regular, risk/reward analysis, sensitivity

analysis and price target

. Stock generated 35% return within the estimated period.

Skills:

Computer: Advanced in Bloomberg and FactSet, Proficient in Microsoft

office, APL, Charles River, SecurityMaster, ADS, Basic SQL

Languages: Chinese (fluent Mandarin and Cantonese); Japanese

(conversational)

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