Sales Assistant

Maxwell Y. Li

**-** **** ****** ***. *C

Rego Park, NY 11374

Tel: 917-***-****

Email: ************@*****.***

Objective

To obtain a significant and challenging position as a market research analyst, offering creativity and critical thinking skills to help solve comprehensive problems and maximize my potential in providing marketing advice and services to clients.

Education

FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS 2011-2012

Master of Science in Investor Relations, GPA 3.83/4.0

• Leadership: Student Ambassador of MIR Program, Graduate Assistant

• Relevant Coursework: Investment Analysis, Global Industry Analysis and Strategy Planning, Media and Communication Industries, Communication and Public Relations

NANJING UNIVERSITY, DEPARTMENT OF ASTRONOMY AND SPACE SCIENCES 2007-2011

BS, Astronomy, minor in Finance, GPA 4.4/5.0

• Leadership: President of Nanjing University Student Union of Associations

• Honors: People's Scholarship of Nanjing University (first prizes)

UNIVERSITY OF CALIFORNIA, BERKELEY 2009 Summer

Summer Sessions, Managerial Accounting, GPA 4.0/4.0

Experience and Researches

CAPITAL LINK INC 01/2013-3/2013

Investor Relations Intern

• Use Bloomberg Terminal to gather marketing data from the equity markets and shipping industry

• Write Excel Macros (VBA) to analyze the market data and calculate the industry index

• Build a database of over 4,000 financial advisors based on Google search and invited them to our ETF conference

• Write press releases, daily trading reports and peer-group report for clients

• Respond to phone and email inquiries from the investment community and media

• Coordinate conference calls and events, prepare itineraries and assist with trip planning

• Update index and market data for the official website

CHINA GENERAL CHAMBER OF COMMERCE 09/2012-12/2012

Intern

• Created a list of Chinese companies located within the United States to analyze regulations placed on foreign companies, and how to improve the image of scrutinized organizations to potential investors

• Organized social activities and charitable events to raise funds for the chamber and associated organizations

CITIC SECURITIES 06/2012-08/2012

Sales Assistant in QFII Group, Equity Sales & Trading Department,

• Confirmed and settled trades with clients and brokers within the Equity Sales & Trading Department

• Updated and maintained a list of existing accounts consisting of clients and organizations

• Gathered and analyzed daily market information to keep clients aware of changes and trends in the market by abstracting key information for clients

Additional

• Skills: Bloomberg Terminal, MS Excel (Proficient in Vlookup, VBA), SQL, and C/C++

• CFA Level 1 Candidate

• Languages: Mandarin Chinese (native) and English (professional fluency)

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