Analyst Service

**** ******** ***., ** ** (KATE) DONG Cell:

217-***-****

Fort Lee, NJ, 07024

Available for relocation

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

OBJECTIVE & QUALIFICATIONS

Valuation Reviewer / Fund / Derivatives Analyst that will draw upon my 8-

year professional experience in finance:

Analytical Skill:

V Top 2 valuation reviewer among 12 analysts (covering CDS/IRS/FX

Option/Swaption/ Equity Swaps/Cap/Floor)

V CFA Charter Pending; Experienced User of Bloomberg, ISDA, Marketit,

Reuters, DTCC, ICE & Risk Metirx

Communication Skill:

V Increased client (hedge funds/ institution investors) satisfaction with

numerous client commendations

V Built up strong connections in the financial fields in China; Fluent in

Chinese

Publication & Academics:

V Master's in Finance at University of Illinois and MBA in China

V Published translated book Introducing Investments--A Personal Finance

Approach in 2006

ISBN: 7-300-07321-2

362 pages Redhead, Keith. Pearson Education Ltd

Professional Experience

Senior Valuation / Derivatives/Risk Analyst SS & C Technologies. Fund

Service Windsor, CT 2007 -Pres.

Analytical Skill Provided independent valuation and oversaw Risk

process in a fund custodian co.

< Reviewed / Approved 5000 OTC valuations for 35 funds to ensure

quality of independent values; success acknowledged by Vice

President with written commendation

< Attracted top hedge funds from competitors by resolving pricing

disparities in valuation tests; resolution resulted in clients

increasing purchase interest for valuation service

< Initiated valuation research & Launched new models (for FX Option /

Interest Rate Swaption / CDS Option / Equity Swaps), expanding

valuation coverage by 15%; the new models adopted by 3 satellite

offices

< Improved customer satisfaction by resolving risk errors challenged

by fund managers

Communication Skill Liaised with Model group to develop

valuation methods & assess limitations

< Fulfilled OTC batch / interface process with developer; Reduced the

time of processing valuation by 20%; team now has time for special

projects that had been "on hold" for more than 3 months

< Developed new and Redesigned existing Valuation documentation

(procedures, methods and models)

Financial Analyst GE Consumer Finance/ Real Client Managed Portfolio

(RCMP), U. of I. 2006-2007

Analytical Skill Implemented trends analysis (Intern)/ RCMP

Performed in-depth equity research

Founder, President MeiZhong Financial Planning &

Advisory- Shanxi, China 2004-2006

Achievement Managed 20 employees and Coordinated 11 guest

speakers

< Trained 30 top executives (21 bank presidents) & 1200 employees in

39 branches

< Fulfilled 3 projects covering 12 branches & 56 ATM service centers

< Developed long-term contracts with 5 major banks, e.g. ICBC &

Peoples' Bank of China (Central Bank)

Senior Financial Analyst /Advisor Huaan Mutual Fund Management Ltd.

Co.Beijing, China 2003-2004

< Analytical Skill Prepared investment / trend analysis / weekly

newsletter ; Analyzed financial statements (P& L, Balance sheet,

Cash Flow) ;Complied / analyzed financial data for holdings of 2

funds

< Communication Skill Assisted in the issuance of the 1st Money

Market Fund in China; Participated in expanding the 1st Index Fund

in China; Presented investment strategy / performance

Achievement Managed institutional Customers; Initiated the dept.

of personal wealth management

< Reduced marketing costs by 21% through exploring a new national

marketing channel

< Expanded $3.75 M in mutual fund investments (10 times that of

peers) to 53 clients within 6 m

Letters of Credit Opener, Accountant Bank of Communications-Shanxi,

China 1997-1999

< Fast-track promotion through 4 increasingly responsible positions

within 11 months

EDUCATION & skills

M. S. in Finance University of Illinois at Urbana-Champaign 2007

MBA Renmin University of China 2003 B.S. Hunan University of

Finance & Economics, China 1997

Proficient in Microsoft Office Professional ( Excel,Word, PowerPoint)

Contact this candidate