Management Manager

Miao (Crystal) Hu

*** ****** ***, **** ***, NJ **024, (917) 981- 0850,

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

PROFESSIONAL PROFILE

. Dedicated, detail-oriented, and passionate financial professional with a

broad-based background in asset management industry

. Recognized for professionalism, positive attitude, commitment to

excellence, and exceptional ability to communicate and interact

effectively with clients, senior management, and peers

. Analytical problem solver with a strong figure aptitude and ability to

quickly grasp complex concepts

. Proven ability to quickly learn and adapt to new technologies

. Solid skills in multitasking and time management, worked well under

pressure and tight deadlines

. Proficient in Microsoft Office (Excel, Word, PowerPoint and Access),

Knowledge of SAS, MySQL, database search queries, Strategic Insight

Simfund, Morningstar Direct, Lipper Hindsight

. Strong knowledge in distribution, product management, strategy,

marketing, regulation, M&A, fund manager due diligence, fund performance

analysis, portfolio selection, and financial statement analysis

. Advanced oral and written Chinese(Mandarin); beginner Cantonese

EMPLOYMENT EXPERIENCES

Strategic Insight, an Asset Int'l Company, New York, NY, US

Senior Research Analyst, Feb 2008- Present

. Provide mutual fund industry research, analysis and consulting services

to clients in the asset management, equity research, investment banking,

private equity and insurance industries

. Independently analyze mutual fund industry trends; author research

publications. Manage client relationships; interface with clients

regarding the mutual fund industry, Strategic Insight research and

databases.

. Develop research reports for clients using Strategic Insight databases

(Simfund) and knowledge of the asset management industry.

. Support senior management by preparing analytical reports and client

presentations.

. Interact with both external clients and internal (consultants and

managing directors) in delivering various research projects; answered

clients inquires on fund flows, trends, and regulatory issues.

. Provide senior and mid-level management both quantitative & qualitative

support in preparing meetings, fund forums, and presentations; presented

research findings to senior managing directors

TD Bank Financial Group, Toronto ON, Canada

Investment Consultant, Dec 2006 - Jul 2007

. Reviewed and calculated clients' portfolios asset allocation and

weighting, advised client on fund selection and assisted clients'

portfolios balance

. Executed and verified mutual fund trades; adhered strictly to compliance

and operational risk controls in accordance with company and regulatory

standards, policies and practices

. Achieved revenue and customer-retention goals while increasing client

profitability through relationship building, outstanding service

delivery, cross selling, referral development; exceeded sales target by

30% quarterly

. Analyzed financial statement and computed ratios to assist in credit

granting decisions

Parkson Department Store, Dalian, Liaoning, China

Marketing Analyst, Sep 2000- Jul 2002

. Collaborated on executing market research campaigns and coordinated with

outside marketing agencies to gather customer information

. Prepared accurate and timely analysis reports and presented research

results to assist company executives in strategic decision makings

. Conducted customer focus group to identify the quality of customer care

and improved the customer experience index by 15%

EDUCATION

Passed CFA Level I, II

Sep 2002- Nov 2003: School of Social Science, University of Ulster, UK

Master of Science in Communication, Public Relations and Advertising

Sep 1996- Jul 2000: Dalian Maritime University, China

Bachelor of Business in Marketing

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