Bei Qi
* ***** ******** ******, ***.***
North Billerica, MA 01862
***.****@*****.***
Summary
. Over two years work experience in pension and term loan fund accounting
. Proficient user of Bloomberg and MS Office; basic VBA knowledge
. Master in International Finance with 3.7 GPA; passed all three levels of
CFA exams
. Strong communications and teamwork skills
. Fluent in Chinese Mandarin; current US work authorization
Education
2004 - 2006
Brandeis University, International Business School
Waltham, MA
Master of Arts in International Economics and Finance, May
2006
International Finance Concentration, GPA: 3.7/4.0
Relevant Courses: Financial Theory, Credit Risk Analysis,
Financial Statement Analysis, Options and Derivatives, Fixed
Income Securities, Corporate Finance
2000 - 2004
Beijing Technology and Business University (BTBU)
Beijing, China
BA of Economics in International Economics and Trade, June
2004
Experience
12/2007 - Present
State Street Corporation, Institutional Investor Services
Boston, MA
Portfolio Accountant
. Provide services to multiple parties for GM pensions with
focus on financial reporting responsibilities such as cash
availability, trades, income and expenses; promptly resolve
outstanding issues such as class actions and corporate
actions
. Communicate on a daily basis with the loan servicing unit,
legal department and investment managers to process trade
documents, execute trade settlements in compliance with
FTOP requirements, and process daily term loan reports
. Audit over 50 funds on a daily, weekly and monthly basis;
ensure prompt delivery of month-end reports and validate
reports to ensure accuracy
. Analyze, research and resolve past due income and share
variances; research and code IM recon alerts within 48
hours of eHorizon data uploads
. Perform business analyst duties by processing fund
conversions
. Provide on-the-job training to new employees in compliance
with the Standard Operating Procedures
10/2006 - 05/2007
Hudson Highland Group, Inc., Informational Technology
Waltham, MA
Accounts Payable Clerk
. Coded incoming invoices to appropriate departments; entered
data for vendor invoices and credit memos
. Performed periodic vendor reconciliation to identify
missing invoices or double payments
. Created purchase orders from department purchase
requisitions
Summer 2005
China Construction Bank, Xiamen Branch
Xiamen, China
Intern, Credit Analyst Assistant, Risk Management
Department
. Assisted senior credit analysts reviewing and analyzing
commercial loan proposals including: syndicated loans,
trade finance and mortgage loans
. Conducted annual and quarterly reviews of existing loans
and made recommendations for further actions
. Managed real estate appraisal process for loan collateral
analysis
. Coordinated Credit Risk Committee weekly meetings and wrote
committee minutes
Additional
Skills Advanced Excel and PowerPoint user;
proficiency using Access, Outlook, MCH, Interchange, eHorizon
Activities Treasurer of Chinese Scholars and Students Association at
Brandeis University, 2005-2006
Volunteer in admissions office of Brandeis International
Business School, 2004-2005
Team member of Brandeis table tennis club, 2004-2006