Manager Management

YUAN SHEN

202-***-**** *********@*******.***

*** **** **. *., *********, VA 22202 LinkedIn:

https://www.linkedin.com/in/yuan shen 9ab704a1/ EDUCATION

The George Washington University Washington, DC M.S., Statistics May 2017

Coursework: Investment and Portfolio Management, Financial Statement Analysis, Investment Banking University of International Business and Economics Beijing, China B.Econ., Finance May 2015

Honor: Honorable Mention/2nd Prize in the US/China Mathematical Contest in Modeling, respectively EXPERIENCE

CABEL Foundation, Inc. Washington, DC

Financial Literacy Associate Intern Jan. 2017 Present

• Trained youth and adults to develop wealth management solutions per their financial situations/risk tolerance

• Researched statistics and prepared proposals of financial literacy programs for grants

• Worked with CABEL’s partners to provide financial literacy for communities and schools SWHY Securities Co., Ltd. Shanghai, China Investment Banking Intern Dec. 2016 Jan. 2017

• Performed in depth analysis on the IPO/M&A markets and policies

• Constructed IPO/M&A models and prepared related pitch books

• Reviewed financial/operational/marketing/regulatory data provided by the clients/distributors

• Worked in a team to develop a due diligence report and present to the senior management GF Securities Co., Ltd. Shanghai, China

Research Intern Jul. Sept. 2014

• Used Bloomberg/Wind to perform correlation/tendency analyses of the US Futures/ S&P Global markets

• Collaborated with colleagues to develop the “Timing Framework in the Cross market Analysis Industry” report

• Valued options by the Binomial Tree/Black Scholes models and applied derivatives to eliminate capital gain taxes PROJECTS

Valuation Analysis on a mature manufacturing firm

• Set up assumptions including sales growth rate, gross margin and SG&A expenses

• Predicted the corporate performance and financial statement for the next 5 years

• Calculated FCFF and the predicted earnings and dividends based on the assumed payout ratio

• Performed DCF and Multiples method to value the form and stock price Portfolio Risk Management

• Built an EGARCH model on the marginal distribution of daily returns

• Used the Maximum Likelihood method to estimate parameters of the EGARCH/Copula models

• Generated random rates of return of 10,000 asset portfolios by the Copula function and calculated portfolio VaRs SKILLS & LEADERSHIP

Technical Skills: advanced EXCEL, SPSS, R, Bloomberg Certificate: CFA Level III Candidate

Leadership: Team Captain at the Self Education Association (2012 2013), Office Associate Manager at the Volunteer Service Group (2012), VP at the Student Union (2009 2010), Manager at the Odyssey of The Mind Association (2008 2010)

Contact this candidate