Management Marketing

ANQI DONG

** ***** **. *******, ** ***** 617-***-****

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

EDUCATION

Bentley University, McCallum Graduate School of Business, Waltham, MA

< Master of Science in Finance

December 2009

< Graduate Assistantship; GPA 3.6; GMAT 730

Dalian University of Technology, Dalian, China

< Bachelor of Science in Economics

June 2008

< Graduated with Honors in top 3% of Department of Economics

< Awarded Academic Excellence Scholarship from 2004 to 2007 (GPA 3.7)

SKILLS AND CERTIFICATE

< Analytic Workstation; Morningstar Direct, Bloomberg, LANA, Microsoft

Excel and SharePoint.

< Candidate of Certificate in Investment Performance Measurement (CIPM)

Level II.

< Fluent in spoken and written English and Mandarin.

PROFESSIONAL EXPERIENCE

State Street Global Advisors, Boston MA June 2010

- Present

GIPS Performance Analyst (Temp)

< Coordinate seven global investment centers to collect legal, accounting

and marketing documents of 70 accounts sampled for SSgA 2000 - 2009 GIPS

verification. Successfully finished the initial documentation in one

month.

< Examine performance calculation and marketing presentations in accordance

with GIPS standards and the firm's relevant policies. Explain to the

verifier regarding portfolio and composite performance calculation and

composite construction.

< Generate composite performance for Factsheets and RFP requests by using

Analytic Workstation. Maintain composites integrity and resolve outliers,

researching investment management agreements and portfolio performance

and communicating with portfolio managers.

Eaton Vance Management, Boston MA July 2009 - May

2010

Performance & Analytics

< Fulfilled performance requests in an accurate and timely manner by using

Morningstar, LANA, Bloomberg and internal applications. Cooperated with

the Legal and IT departments in streamlining the department request

submission process on SharePoint which shortened the request turnaround

time by half.

< Synthesized data from different systems into fund performance reports

presented to the Executive team. Employed advanced formulas resulting

fewer manual inputs and calculations.

< Tested performance calculations of more than 100 fixed income and equity

benchmarks in company's internal application, researched data vendors'

sources and calculated customized indices in Excel.

INTERESTS Traveling and sailing

Contact this candidate