Management Financial Analyst

D AN I E L (DONG SEOK) J I

* **** ****** ● D racut, MA 01826 Mobile: 201-***-**** ●

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

P ROF I LE

Multi-talented finance professional with solid foundation in quantitative and fundamental analysis.

E xperience in analyzing emerging markets, business t rends, and financial statements for capital

a llocation. Strengths in statistical analysis, market research and forecasting. Demonstrated strong

work ethic, ability to adapt quickly to changing situations, and to multi-task. Permanent US

Resident.

T EC HN ICAL & LANGUAGE SKILLS

• Proficient in FactSet, Bloomberg, SAS, SPSS, S-Plus, MS Office

• Knowledge of Matlab, Mathematica, Morningstar, R, SQL, SAP, Crystal Ball

• Successfully Completed Bloomberg Essential Online Training Program

• Fluent in Korean and English

EDUCAT ION

Boston University - School of Management

Boston, MA

Graduate Certificate in Mathematical Finance

J une 2010

Bentley University - McCallum Graduate School of Business

Waltham, MA

Master of Business Administration GPA: 3.6 Oct.

2009

Master of Science in Finance GPA: 3.7 Feb.

2009

University of Massachusetts

A mherst, MA

Bachelor of Science in Chemical Engineering M inor: Chemistry

M ay 2002

PROFESSIONAL EXPER IENCE

Boston National Capital Partners (BNCP) Natick,

MA

Business Development Intern Fall

2008

• Researched key industry and global t rends in alternative and renewable energy space

• Conducted company due diligence; identified macro t rends; and developed valuation

f ramework

to formulate recommendations presented to clients

• Assisted in developing framework and structure for BNCP’s new consulting venture

Lexicon Management, LLC.

Boston, MA

Financial Analyst Intern

Summer 2008

• Prepared weekly report based on high level analysis of a count ry, including t rade position,

competitive

advantage, political stability to support managing partners’ investment decisions

• Analyzed the impact of standard statistics such as population, GDP, CPI, interest rate

and FX reserve

• Conducted primary research on five countr ies to identify five stocks that are most likely

to benefit

f rom each count ry’s overall health and competitive advantage

Republic of Korea Army

PoCheon,K orea

Liaison Officer and Interpreter, 1st L ieutenant 2003 –

2006

• Assigned to the Fire M ission Evaluation Team that participated in a major national

p roject and assisted

h igh ranking officers to complete the project successfully which resulted in approval by the

Korean

p resident

• Directed a team consisted of bi-lingual speakers who provided communication to Korea

and the U.S. Armed Forces and provided cross-cultural understanding for both Armed Forces

P ROFESSIONAL ASSOCIAT IONS & ACT IV I T I ES

• Member, Financial Management Association National Honor Society

• Member, QWAFAFEW Boston Chapter

• Chartered Financial Analyst (CFA) Level I candidate – June 2011

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