Management Analyst

XUE (KELLY) ZHENG

**** ******* **. ****, ************, PA 19122 (C): 620-***-**** *****.*****@******.***

EDUCATION:

TEMPLE UNIVERSITY, Fox School of Business, Philadelphia, PA

Master of Science, Investment Management, August 2013

GPA: 3.7

CFA Level II Candidate

EMPORIA STATE UNIVERSITY, Emporia, KS

Bachelor of Science, Finance, Minor Accounting, Awarded cum laude, December 2011

GPA: 3.7 Dean’s List: Fall 2009 - Spring 2011

ACTIVITIES

Member, Temple University Investment Association, 2012-2013

Member, Financial Management Association, 2012-2013

Member, ASCEND Pan Asian Organization for Global Business Leadership 2012, 2013

Leader, International Student Orientation Program, 2009 - 2010

Tutor, Project Challenge Program, 2009 - 2010

EXPERIENCE:

ONEPENN FINANCIAL GROUP, LLC. Bensalem, PA December 2012-March 2013

Research Analyst

• Provided Investment Director with portfolio research by conducting fundamental and technical analysis, and

tracking on a variety of equity, fixed income, emerging market, commodity, country, and industry-specific Exchange-

traded Funds.

• Conducted individual research on investment opportunities and escalated proposals to management, resulting in

acceptance and inclusion of innovative strategies into primary portfolios.

GUOSEN SECURITIES CO., LTD. Xi’an, Shaanxi. China June 2012-

July 2012

Financial Analyst - Investment Banking Department

• Evaluated clients business and economic statuses in agriculture and technology industries.

• Analyzed client financial statements from previous five years and forecasted upcoming three years and prepared

summary Financial Report for input to client’s financial report.

• Assisted investment team in determining the price at which securities should be offered in Initial Public Offering.

• Served as liaison between deal team and clients by scheduling meetings as needed.

BLACKMORE PARTNERS, LLC. Chicago, IL February 2012- May 2012

Financial Analyst - Private Equity Intermediary

• Delegated quantitative marketing assignments to five business development interns and improved task completion

efficiency by 15%.

• Prepared one-page company and industry summary before 6-person deal shopping team pitched deal to private

equity groups or family funding groups.

• Conducted phone conferences between industry executives and private equity firm leadership such as Wynnchurch

Capital and Saw Mill Capital in order to negotiate leverage buy-out or roll up opportunities.

AMERIPRISE FINANCIAL SERVICES, INC. Emporia, KS June 2010-July 2010

Finance Intern

• Co-developed with management team a customer portfolio containing bonds, stocks, mutual funds, and certificated

deposits based on investment objectives and risk tolerance.

• Organized clients’ database and created excel spreadsheets.

EMPORIA STATE UNIVERSITY, Emporia, KS August 2010 - May 2011

Resident Assistant-Residential Life Department

• Supervised 34 students at a Midwest university with a student population of 6,000 students and acted as resource

provider and policy enforcement administrator.

• Responsible for conflict resolutions, building community and planning dorm related events.

SKILLS & LANGUAGES:

Skills: Bloomberg Terminal, SQL, Microsoft Office, Capital IQ.

Bilingual: Mandarin Chinese and English

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