Manager Assistant

Jie Yao

Bay Ridge Ave, Brooklyn, NY ***** Phone: 347-***-****

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

ENTRY-LEVEL FINANCIAL PROFESSIONAL

WITH STRONG KNOWLEDGE OF FINANCIAL ANALYSIS AND CORPORATE FINANCE

Core Competencies

. Market Research/Analysis

. Interpersonal Skills

. Project Valuation(DCF/NPV)

. Financial Statement Analysis

. Advanced Excel/Access skills

. Company valuation

. Quantitative Analysis / Statistics

. Basic Bloomberg Platform

. Spreadsheet Modeling

Insurance Broker Qualification Certificate (China) Insurance Agent

Qualification Certificate (China)

CFA level 1 candidate Honored Member of Beta

Gamma Sigma

Education

Master of Science, Lubin School of Business, Pace University, New York,

NY, May 2011

Major: Financial Management; GPA: 3.85/4.0

Relevant Courses:Financial Accounting/Theory and Analysis of Financial

Statement/Statistic & Modeling/M&A/Financial Analysis and Policy

Bachelor of Economics, Fudan University, Shanghai, China, June 2008

Focus: Insurance; GPA: 3.51/4.0

Professional Experience

Merrill Lynch(Bank of America), New York City, USA, Jan 2011-May 2011

Intern, Manager Assistant

. Processed, analysised data and supported day to day operations

of retail brokerage office.

. Helped financial advisor to design and plan wealth products for

clients.

. Organized client transactions and filled option correction file.

Pace University, New York City, USA, June 2010-December 2010

T.A. with Professor Richard E. Ottoo(President candidate of Uganda )

. Searched and collected data to support professor's project

research.

. Utilized strong financial analytical and modeling skills to do

basic financial analysis. Including firm valuation with

DCF/DDM/CAPM/WACC/NPV/FCFF/RE models, Financial ratio analysis.

Bank of China, Shanghai, China, May 2009-August 2009

Intern, Financial Analyst Assistant

. Consolidated budget and forecast for P&L, general operating

expenses.

. Generated analysis reports with graph or chart and transcript of

market movement.

. Utilized Excel skill such as Lookup, Match and Index to assist

analyst assembling spreadsheets modeling.

. Utilized pivot table, draw charts and other graphs to help

analyst illustrating technical reports.

BaoShunChang International Trade Co., Ltd, Shanghai,China (Subsidiary of

Baosteel Group Corporation)

January 2008- December 2008

Assistant Manager (Department of Steel Structure)

. Achieved monthly target of four thousand tons, major deals

include deals with General Motor Co., Ltd(Shanghai Branch), A.O.

Smith Co., Ltd.(China) and Jiang Su White Snow Electric

Equipment Co., Ltd, China

. Analyzed market trend based on global market factors and new

domestic policies

. Assisted the manager to administrate the department and

maintained relationship with clients

Activities & Interests

Charitable Activities: Organized donations for Victims in devastating

earthquake in Sichuan Province in China on May 12, 2008

Member of CMDP: China Marrow Donor Program

School job: Secretary in charge of literature department of Students' Union

of finance school; Masterminded, emceed some school culture

show and evening party; In charge of the school broadcast.

Art: Traditional Chinese Painting Sports: The record holder of

4 200M in High School; Soccer player in the school.

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