Manager Management

Jonathan A. Liu

***** ******* ***., ********, ** 95070 abnerq@r.postjobfree.com 408-***-****

Professional Experience

Harnett Investment Partners

San Diego, CA

Hedge Fund Intern, Long/Short Equity

Mar. 2009 - Jun. 2009

. Assisted investment manager with business development and due-diligence

for a long/short equity fund focused on fundamental and value investing

strategies

. Worked extensively with PowerPoint and Excel to create and revise

presentation materials and financial models

. Developed risk analyses spreadsheets using statistical and regression

analysis to track and compare risk measures and investment fund returns

with 5 benchmark indices over daily, monthly, and quarterly periods

. Compiled SEC filings and 10-K reports to support equity research reports

of U.S. and international public equities

Bainbridge Capital

San Diego, CA

Mergers and Acquisitions Intern, Capital Advisory

Feb. 2008 - Nov. 2008

. Provided targeted acquisitions advisory for private equity firms and

corporate buyers to facilitate proprietary transactions and

supported buy-side clients with M&A processes

. Selected Transaction Experience:

o Acquisition of U.S. Based Company by $3.0 Billion Investment Firm

. Expanded database of U.S. headquartered companies with operations in

China by 3,000+ using strategic thinking and narrowed list down to 20

companies for further diligence based on revenue growth, EBITDA

margins, assets owned, management, and synergistic value

. Resulted in 5 diligence meetings between private equity client and

target company senior management

o Acquisitions of 3 Consumer Goods Companies by $600 Million Private

Equity Firm

. Profiled market dynamics and viability of the allergen-free industry;

generated precedent transactions and comparable company analysis

models utilizing Capital IQ to analyze financial metrics of potential

acquisition opportunities within the space

. Strategy was approved and led to 2 additional strategies undertaken

by M&A Manager and private equity client

o Acquisition of IT and Outsourcing Company by $1.6 Billion Private

Equity Firm

. Assessed the Healthcare IT industry through primary and secondary-

source research and analysis; identified 5 opportunistic niche-

markets and retained private equity client from discontinuing with

company's advisory services

Merrill Lynch & Co.

Los Angeles, CA

Summer Analyst, Private Banking and Investment Group

Jun. 2007 - Aug. 2007

. Worked with team managing $4.3 billion in assets and assisted with

account due-diligence of 50+ client investment portfolios

. Researched sell-side analyst reports and evaluated potential funds on

Morningstar in respect to relative benchmarks

. Identified leads using Bloomberg database; found direct contact for

solicited Club Penguin, Disney account worth $700MM

LEADERSHIP EXPERIENCE

Investment Banking Honors Society

San Diego, CA

President Mar.

2008 - Dec. 2008

. Coordinated merger with Undergraduate Investment Society and rebuilt

organization as a subsidiary; recruited team of 5

officers and organized $2,000 in funding to sustain the first investment

banking club at U.C. San Diego

. Interacted with alumni and career services center to develop network

database and promote school-wide finance

Delta Sigma Pi Professional Business Fraternity

San Diego, CA

Director of Corporate Relations

Oct. 2007 - Dec. 2008

. Maintained $10K in sponsor contracts; trained committee in sales strategy

and initiated plan for $5K annual increase

. Rejuvenated sponsorship pitch book and attained 30+ corporate contacts at

the Spring Job Fair; led to additional sponsors

Education

UCSD Extension

San Diego, CA

Certificate in Financial Analysis, GPA: 3.8/4.0

Jan. 2009 - Jun. 2009

. Coursework: Financial Accounting, Financial Statement Analysis, Finance

Management, Financial Modeling

University of California, San Diego

San Diego, CA

Bachelor of Arts in Economics

Jun. 2006 - Dec. 2008

SKILLS, ACTIVITIES & INTERESTS

. Languages: Conversational in Mandarin Chinese; basic knowledge of Spanish

. Activities: Boy Scouts of America (Eagle Scout); UCSD Financial

Professionals Network; Wall Street Prep Boot Camp

. Interests: Avid sports fan; enjoy weightlifting, traveling, guitar and

piano

Contact this candidate