A designated CFA level 1 with strong financial analysis experience.

XINYANG GONG

******@******.*** 504-***-**** ***6 Broadway, New Orleans, LA 70118

EDUCATION

Tulane University, A.B. Freeman School of Business New Orleans, LA Master of Finance (STEM Designation) Expected December 2017 Relevant Courses: Valuation, Investment, Financial Modeling, Risk Management, Trading, Freeman Report, Hedge Fund Xi’an Jiaotong-Liverpool University Suzhou, China

Bachelor of Arts in Accounting; National Encouragement Scholarship June 2016 Relevant Course: Business Finance, Calculus, Quantitative Methods, Macro/Micro Economics, Financial Reporting PROFESSIONAL EXPERIENCE

Pt Hedge Fund (mock) New Orleans, LA

Cofounder & Portfolio Manager September 2017-present

• Led team’s efforts to develop “quantmental” investment strategy, including creating quantitative and fundamental analysis models to build equity long/short portfolio.

• Analyzed literature and found 7 key factors highly related to stock performance, which made the strategy viable.

• Created and managed investment allocation by analyzing the fundamental factors and running the efficient frontier model.

• Backtested the strategy and successfully proved the strategy’s profitability. Delivered the public presentation. Guosen Securities (Top 5 Investmeng Banking in China) Beijing, China Investmemt Banking Intern June 2017-September 2017

• Successfully participated in the underwriting of 3 bond issues, wrote 5 issuers’ semi-annual bond reports, created an intern working guide as the handover and led other interns to complement it, thus improving the department’s work efficiency.

• Project Experience:

o The underwriting of a nationalized corporation’s corporate bond

§ Assisted in due diligence, efficiently communicated with corporate clients, successfully completed the due diligence report. o The underwriting of a medical company’s private placement bond

§ Compiled and revised application materials, organized working papers, and wrote bond referral materials. o The underwriting of a nationalized investment company’s private placement bond

§ Collected data on Wind, wrote financing plans, and visited corporate clients. Tulane University -Southwestern Energy Company Equity Report New Orleans, LA Equity Research Analyst Intern Supervisor: Professor Kenneth Carroll March 2017-June 2017

• Researched SWN’s operation status and financial information by using SEC filings and Bloomberg terminals

• Conducted industry research, peer analysis, shareholder analysis, and risk analysis

• Built a financial model for SWN and valued the target share price

• Completed a 56-page equity report and brought forward the investment recommendation CITIC Securities (Top 3 Investment Banking in China) Suzhou, China Sales Department Intern April 2016-June 2016

• Provided brokerage administrative services to clients, including assessing the risk tolerance of the initial clients, handling the account information, managing over 200 account portfolios, and maintaining close relationship with individual clients for business retention

• Conducted DCF Model and Multiplier Method to value the equities and found the overvalued/undervalued stocks

• Reviewed daily financial news and research papers on stock market, and enhanced perception of stock picking and industry trending

• Assisted in 2 fund roadshows and several financial product promotions, and participated in several lectures for shareholders Market Efficiency in VIX Futures Market: A Martingale Hypothesis Suzhou, China Research Analyst supervisor: Yi Hong June 2015-September 2015

• Collected and processed data of VIX Futures prices and VIX term structure, arranged interpolation and extrapolation to fix the errors

• Made descriptive statistical analysis, conducted a unit root test with Stata and Kolmogorov-smirnov test with Matlab to confirm existence of arbitrage chances between VIX futures market and spot market

• Delivered a public presentation, successfully tested the VIX Futures market efficiency LEADERSHIP EXPERIENCE

Global Investors’ Group(GIG) Co-founder Suzhou, China

• Held various financial activities, such as the mock trading competition

• Developed policies and operating process for the organization and made effective connections with sponsors March 2014-May 2016

Ya’an Earthquake Volunteer Ya’an China

• Taught student Math and Music, with effectively arranged curriculums; Actively communicated with students and parents

• Allocated relief supplies, and assisted in reconstruction of stricken houses June 2013-July 2013

SKILLS AND INTERESTS

• Certifications: CFA level 2 Candidate, Bloomberg Training Certification

• Skills: Microsoft Office, Python, Matlab, Fluent in English and Mandarin

• Interests: Accordion(Level 8 certification), Piano, Singing, Jazz, Tai Chi, Traveling, Rock Climbing(Outdoor events club)

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