Management Analyst
Resume:
KATHERINE HENG
Flushing, NY 11355
Tel: 347-***-****
Email: *********.****@*****.***
EDUCATION:
NEW YORK UNIVERSITY, New York, NY
Leonard N. Stern School of Business
Master of Business Administration, May 2011
• Specialization: Finance and Accounting
• Clubs: Association of Investment Management & Research, Graduate Finance Association, Asian Business Society
STONY BROOK UNIVERSITY, Stony Brook, NY
Bachelor of Science, Business Management and Economics; Summa Cum Laude, May 2005
• President: Economic Honors Society Omicron Delta Epsilon (ODE ) 2004-2005
EXPERIENCE:
NEUBERGER BERMAN, New York, NY Apr 2007 – Jan 2011
Portfolio Administrator
• Conducted financial statement analysis and evaluated companies across multiple industries
• Built and maintained financial models to generate earnings projection
• Analyzed market data to assess and describe current and long-term industry trends
• Worked with equity portfolio managers on stock selection, asset allocation and portfolio analysis
• Interviewed management teams to obtain company and industry information
• Communicated with both internal and sell-side analysts for investment ideas
• Supported portfolio management, monitored cash flow and processed transactions
• Processed portfolio changes and modifications, managed daily reconciliation of multi-million accounts
MORGAN STANLEY, Jericho, NY Jan 2005- Jan 2007
Registered Client Service Associate (June 2006 – Jan 2007)
Wealth Management Analyst (June 2005- May 2006)
Wealth Management Intern (Jan 2005- May 2005)
• Reviewed and analyzed clients’ portfolios, constructed performance summaries and asset allocation models
• Evaluated investment objectives, performed risk & return analysis, developed financial plans for clients
• Performed regular account analysis, tracked investors’ distributions and capital account balances, new accounts,
wire transfers and year-end tax reporting statements
• Compiled, prepared financial reports or charts, interest margin analysis, Gain & Loss statements
• Worked with other internal departments to provide the best solutions for the clients
BIOTECHNOLOGY INDUSTRY ORGANIZATION, New York, NY Summer 2004
Financial Analyst Intern
• Organized and conducted research of the US biotech market and individual companies
• Produced a comprehensive industry analysis report, including licensing agreements, joint ventures, collaborations,
federal funding, vertical integration, intellectual property and other aspects
• Created reports, which profile publicly traded biotech companies, including company’s R&D profile, product
pipeline, stock price stability, profitability, risk exposure and market capitalization
LICENSE: Series 7, Series 66
LANGUAGES: Fluent in Mandarin, Conversational Cantonese, Shanghainese
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