Financial associate

CHENJIE(Julie) XU

626-***-**** *******.******@*****.*** Los Angeles, CA 90024

EDUCATION

University of California, Los Angeles (UCLA) Los Angeles, California, United States Master of Applied Economics Sept. 2016-Jun. 2017

Relevant courses: Econometrics, Money and Banking, Financial Crises and Exchange Rate Forecasting, Evidence-Based Policy Analysis, Asset Pricing and Portfolio Theory in Practice IESEG School of Management Lille, France

Bachelor of Business Administration Sept. 2013-July. 2016 Cumulative GPA:3.61/4.0 (WES)

Relevant courses: Calculus, Multivariate Statistical Analysis and Optimization, International Economics and Exchanges, Conjuncture and Economic Fluctuations, Accounting, Finance Fundamentals, Financial Analysis Korea University Seoul, South Korea

Exchange program Sept. 2015-Jun. 2016

Relevant courses: Investment, Futures and Options Market, Industrial Economics and Corporate Strategy WORKING EXPERIENCES

LPL Financial Manhattan Beach, CA, United States

Associate Aug.2017-Nov.2017

• Received training including day to day operations, portfolio design and maintenance, financial planning

• Studied different types of accounts- IRA, SEP IRA, 401(K), 403(B), Trust, Individual, and the tax implications

• Participated in calls, client service, preparing PowerPoints, picking mutual funds, doing forecasts and building portfolios

Jiaxing Gas Group Jiaxing, China

Assistant to Finance Manager, Department of Finance Dec. 2015-Feb. 2016

• Assisted manager in monitoring group’s working capital, profit margin, sales turnover, liquidity ratios and other key financial indicators and summarized relevant information to facilitate the manager’s decision making process

• Participated in testing control systems and auditing financial statements of subsidiaries of the group

• Supported the modification of internal financial regulations and reporting processes Industrial and Commercial Bank of China Jiaxing, China Intern Credit Analyst, Corporate Banking Jan.2015-Feb.2015

• Studied the internal corporate credit models and Small and Medium Enterprises (SMEs) credit policy for PRC

• Assisted with writing industry analysis report on domestic real-estate industry

• Participated in credit evaluation of corporate clients by conducting background information check Grand Resources Group Ningbo, China

Intern, Accounting Department Jul.2014-Aug.2014

• Assisted with compiling journals on the basis of everyday transaction

• Handled inter-company remittance, bill of acceptance submission, statement of account and other banking affairs

RESEARCH & ACTIVITIES

Grand Junction Case Analysis

• Analyzed the potential influence on acquisition offer from Cisco and launching IPO

• Conducted valuation of Grand Junction’s through various methods, including NPV method, adjusted NPV method, comparable approach and Black-Scholes Option Pricing method Research on Portfolio Construction

• Selected five stocks in KOSPI and calculated their individual monthly return, excess return and covariance

• Applied the efficient frontier theory and calculated the Sharpe ratio to decide the proportion of each stock in an optimal investment portfolio

SKILLS

Languages: English, Chinese, Korean, French

IT Skills: MS Office, Photoshop, Moviemaker, R, LeTax, EViews, Stata. Certificate: Bloomberg Market Concept(BMC)

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