Financial Statement Analysis, Financial Modeling

XINYI LIU

*** **** **** **, *** York, NY ***** C: 929-***-**** *******@*******.***

Master of Science: Global Finance, Current

FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS - New York, NY Member of Fordham Finance Society (FFS)

Relevant Coursework: Financial Modeling, Hedge Fund, Algorithm Trading, Futures and Options, Research in Value Investing, Fixed Income, Global Financial Management. CFA LEVEL I Candidate. FRM Candidate.

Bachelor of Science: Financial Statistics and Risk Management, 2016 SOUTHWESTERN UNIVERSITY OF FINANCE AND ECONOMICS - Chengdu GPA 3.74, Top 5% of class

Excellent Student Scholarship at School of Statistics (Top 0.8%) Statistics Students' Union Vice President for 2 years. Option Pricing (MATLAB): Priced American call option using Least Squared Monte Carlo algorithm; Evaluated holding value and evaluated results with options' value on Bloomberg. Mean-Variance Optimizing Applications using Excel VBA: Utilized Principal Component Analysis to estimate covariance matrix. Optimized long-short equity portfolios under CAPM, traced out efficient frontiers. Merger & Acquisitions Research Project: Provide insightful analysis of 16 M&A activities in the past 10 years and conduct profits projections by Fin-tech industry competitive analysis. Prepare M&A recommendation and generate due diligence report of target company including current technology performance and integration. Financial Associator Intern, 12/2015 to 03/2016

CITIC-PRUDENCIAL LIFE INSURANCE COMPANY LTD. – Beijing, China Managed stock, fund and margin trading accounts of CITIC's customers. Provided customer service for remote trading platform users.

Assisted researchers in macro-research and portfolio management in secondary market trading. Collected and organized customer data using Excel and Access (SQL). Consolidated financial data for key leadership meetings. Developed analytical skills in financial industry by regions such as Beijing and Tianjin.

Investment Strategy Intern, 01/2015 to 03/2015

CHINA GALAXY SECURITIES – Harbin, China

Analyzed over 10 real estate developers and investors' credit reports and income statements to determine the eligibility of commercial loans and financing.

Conducted domestic industry research based on business background, profitability, liquidity using ratio analysis and performed assessments on operating performance.

Cooperated with sales department by analyzing market reports and formulating quantitative strategies for high net worth clients.

Languages: Native in Mandarin and Fluent in English. Computer: Excel VBA, Matlab, R, SPSS, Bloomberg

terminal, Microsoft Offices.

Bloomberg Market Concept Certificates.

Strong quantitative, analytical and quality control skills. Financial modeling building.

Excel to MySQL Certificate: Analytic Techniques for Business

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