Manager Management

INVESTMENT CONSULTANT

Investment Consulting/ Management/ Marketing/ Product Management

Career highlights include:

. Led bid evaluation of a market neutral portable alpha search resulting in

hire of two fund of hedge funds;

. Researched, scored, conducted due diligence on hedge funds. Member of

firm's Hedge Fund Committee;

. Projected and analyzed private equity capacity forecast and presented

allocation targets to clients;

. Designed customized benchmark for private equity asset class according to

client requirements;

. Evaluated transition managers and selected finalist to transition client

portfolio;

. Analyzed and benchmarked investment management fees and negotiated fee

reductions on clients' behalf;

. Conducted investment research projects and presented at company's client

conferences;

. Superior financial modeling skills using MS-Excel resulting in automation

of high-impact processes in client work;

PROFESSIONAL EXPERIENCE

WILSHIRE ASSOCIATES, INC.

Pittsburgh, PA

Senior Associate, October 2007 - April 2010

Serviced consulting clients on all aspects of institutional investment

management

Researched investment managers across US/ Non-US/ Emerging Markets

equities, fixed income and alternative asset classes and made

recommendation for client searches. Produced manager search and other

presentations.

Analyzed and optimized investment structure within equity asset class

Supervised analyst team to complete client work assignments

WESTINGHOUSE ELECTRIC COMPANY LLC (July 1998 - October 2007)

Pittsburgh, PA

Treasury Manager, July 2004 - October 2007

Managed multimillion-dollar daily cash funding and investment activities

Administered multi-currency inter-company loans up to $300 million and

related FX hedging activities

Advised on and executed foreign exchange hedging transactions for

projects up to hundreds of millions US dollars

Oversaw monthly borrowing process for company's $50 million A/R asset

securitization facility

Advised business groups on establishing bonds, bank guarantees and

standby letters of credit worth $300 million

Involved in pension management process and participated in Pension

Investment Committee meetings

Corporate Finance Manager (Expatriate), October 2002 - June 2004

Manchester, UK

Managed processes for corporate acquisitions, divestitures and financing

activities

Facilitated the corporate investment sanction process (the "Investment

Review Panel")

Analyzed, challenged and guided business groups' investment proposals

Advised business groups on their treasury activities including foreign

exchange and bank guarantees

Senior Financial Planning Analyst, February 2001 - October 2002

Pittsburgh, PA

Consolidated corporate income statement, balance sheet and cash flow

statement for monthly closing, forecasting and five year financial

planning. Reconciled inter-company accounting entries

Investigated and reported variance explanations that helped management

track Company performance

Implemented a number of technical changes to improve visibility of

drivers of corporate cash flow

Analyzed and reported Company's audited financial statements. Responded

to auditors' inquiries

Extensively used SAP, Hyperion Essbase and Reporting to perform job

functions

Senior Financial Planning Analyst, July 1998 - February 2001

Columbia, SC

. Undertook monthly closing, reporting, forecasting, business

planning and variance analysis

. Analyzed and forecasted customer advanced payment account to

determine its impact on cash flow

. Examined receivables and worked with project managers to

accelerate collections and improve cash flow

. Collaborated with engineering managers to establish, forecast

and analyze environmental reserves; constructed the site's

capital expenditure plan

. Extensively used SAP to perform job functions

Scientific-ATlanta, Inc.

Atlanta, GA

Financial Analyst Intern, June 1997 - December 1997

Valued potential acquisition targets, using valuation techniques of WACC,

APV and multiples

Conducted feature/cost analysis on all analog converters that identified

significant overpaid procurement cost and presented cost reduction

strategies

EDUCATION

Goizueta Business School, Emory University

Atlanta, GA

MBA, May 1998, Finance

Awards and Activities: "International Ambassador Award;" Goizueta

Business School merit-based/full-tuition scholarship; Vice President,

International Business Association; Scored in top 2% worldwide on GMAT

Beijing University of technology

Beijing, CHINA

BS, July 1995, International Trade and Technology

Awards: Excellent Student Leader and Citywide Student Leader

Representative Awards; Dean's List and Citywide Honor Student Awards;

Minor Specialty in Finance and Accounting

ADDITIONAL INFORMATION

Chartered Financial Analyst (CFA) designation since December 2002

Certified Treasury Professional (CTP) since July 2005

US permanent resident ("Green Card" holder) authorized to work for any US

employer

Fluent in both Mandarin Chinese and English.

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