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Quntitative Financial Analyst

Location:
Albany, New York, United States
Posted:
January 20, 2018

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Kai(Caiqi) Wei

518.***.**** ac33zq@r.postjobfree.com

https://www.linkedin.com/in/caiqiwei/ Albany, NY 12206

Summary

Goal-oriented actuary graduate with extensive hands-on experience in computer, finance and real estate business. Strong skills in quantitative reasoning, analytical thinking, written and verbal communication. A self-motivated and competent individual who is passionate about finance and quantitative analysis.

Language – Python, Java, SQL, C++, R, Rstudio

Software – Microsoft Windows Suite, Google Doc, Outlook, SAS, Stata

SOA Certificates –Probability Exam, VEE credits (Economics, corporate finance, Applied Statistical Methods)

Education

B.S. in Actuarial and Mathematical Science University of Albany, State University of New York, Albany, NY Dec 2017

B.S. in Economics University of Albany, State University of New York, Albany, NY Dec 2017

Experience

CeditEase Wealth Management Co. Ltd, San Francisco, CA Jun 2017 - Aug 2017

A Beijing based FinTech company specializing in inclusive finance and wealth management.

Real Estate and Equity Analyst Intern

As a real estate and equity analyst intern, conducted research and consolation services on funding of a variety of real estate projects.

Conducted market research to provide logistic support for the management.

Researched and presented reports on assigned developers to access their ability to repay the loan.

Performed on-site research and gathered data on real estate projects determining the suitability of the estate i.e. the quality of the properties, easiness of the commute and the occupancy rate.

The MashCo. LLC, Albany, NY Sep 2016 – Dec 2016

A local start-up company in Albany which sells discount cards to students.

Data Analyst Intern

As a data analyst, managed database update and maintenance and assisted sales and marketing teams.

•Conducted multiple monthly surveys to collect business relevant data to understand and broaden the Mash card market in Albany.

•Setup an internal database with SQL program and organized all the data queries services within the company.

•Managed the matching services for >500 clients for their preferable vendors, achieved the highest customer satisfaction rate in the team.

Yinhua Financial Management CO. Ltd, Beijing, China Jun 2015-Aug 2015

A fund management company that provides investment advice to its clients in China.

Financial Analyst Intern

As a summer intern, conducted research and consultation services on recommended actions for traders, achieved 26% increase in the expected returns.

•Developed best investment strategy by collecting and summarizing financial statements, articles, flyers and charts from leading financial companies.

•Created internal documents with risks and payoff articulated for company executives and fund managers.

Leadership and Awards

Member and tutor, Math and Actuarial Club 2015 – Present

Member, Alpha Phi Omega (community service fraternity ) 2015 – 2016

Volunteer, Albany Non-Profit Organizations (Habitat for Humanity, Jezreel International, etc.) 2015 – 2016



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