Management Financial
Resume:
Lili Zhou
**************@*****.*** 518-***-****
***, **** **., *** *****, Brooklyn, NY 11220
SUMMARY
Detail oriented, full of passion and quick learner. Skilled in Excel,
Matlab, R, Eviews, Access, writing report and with experience in
consulting, auditing, futures transaction, I have a strong ability of
analysis and risk management. So i focus my career on finance industry.
EDUCATION
Rensselaer Polytechnic Institute, Lally School of Management and
Technology, Troy, NY
M.S. in Finance Engineering and Risk Analytics GPA:3.56
2013
Zhejiang Gongshang University (ZJGSU), Hangzhou, China
2012
B.A. in Finance GPA: 89/100
Member of Jinda International Financial Management Workshop (20 students
among 2000 undergraduates)
EXPERIENCE
CA Capital Management, New York
2013
M&A, Intern
> Acquisition project about $40,000,000 between one China Energy group and
hotel in New York. Did research about the candidates, using SWOT listed
every candidates' advantages and disadvantages, the history and price,
etc. Made assessments about the acquisition feasibility and wrote
report.
> Communicated with sellers about the legal matters, negotiated about the
acquisition process
Zhonghui Certified Public Accountants Co. Ltd,Hangzhou, China
2012
Auditing, Intern
> Auditing about the fixed assets sheet, income statement, etc.
Communicated with companies for more than 5 projects, processed the data
from the financial statements and analyzed the results to prepare annual
auditing reports.
Grandtag Financial Consultancy Group, Shanghai, China
2011-2012
Investment Management, Intern
> Designed a new financial product combining oversea insurance with the
hospitals in China and priced it using cost method. Develop the new
product market and get the feedback from customers, using statistical
software R and Excel to analyze the potential market, adding over 30 new
accounts.
> acquired financial products knowledge both domestic and oversea
concentrated in assets management and legacy planning; marketing the new
product
Dadi Futures, Quzhou, China
2009
Marketing Department, Intern
> Received ten days of training about futures transaction operation,
assisted analyst with collecting financial marketing information,
sorting out data and preliminarily analyzing work with simulation
software, prepared analysis reports for analysts' reference, risk
control for companies customer to hedge their products
> Participated in clients calls and provided Financial services for
individual customer development, counseling, market research, forecast
market trends, investment strategies, risk control
PROJECTS EXPERIENCE
> 'Analyze the optimal investment strategy for Golden Gate Bank Retirement
Fund (GGF) stand by Janet and Ron'. --Leader
Recommend the International Index Fund and Fiduciary Put Strategy to its
old investment portfolio, analyzed the performance at different weights
using " SOLVER" in Excel. Conduct Value-at-Risk (VaR) Analysis on 90%,
95%, 99% confidence coefficient and stress testing to better choose the
portfolio with a 1.2% profit growth.
> Project "Analysis of Google Annual Report"-Leader
offered GOOGLE common shareholders financial ratios in 2011 and 2012,
identified GOOGLE's financial positions, provided them with company's
free cash flow, hedging situation on derivatives and the accounting
concern of the company and dual class shares structure, did the research
to see how dual class shares affect company's performance and how Class
B shareholders affect Class A shareholders and wrote the report.
> The Effect of Economic Policy Uncertainty(EPU) and VIX On S&P and SSE -
Leader
Used statistical software Eviews and R to analyzed the statistical
characteristic of the large database, also some relative tests like ADF
test, OLS, cointegration relationship, ECM. Analyzed the effect of
economic policy uncertainty and wrote the report.
TECHNIQUE SKILLS AND LANGUAGE
> Proficient user of MATLAB, R,MS OFFICE(WORD, POWERPOINT, EXCEL),
EVIEWS, SPSS, ACCESS
> Fluently Chinese
> CFA in progress
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