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Microsoft Office Manager

New York, New York, United States
December 05, 2017

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Jingjing Xu

*** ****** ******, ********, ** *****



University of Connecticut (UCONN), School of Business Stamford, CT Master of Science in Financial Risk Management May, 2017 Honors: “The Strongest Group Leader” Award winner of UCONN MSFRM program Relevant Coursework: Financial Risk Modeling, Equity Markets, Fixed Income Securities, Credit Risk Nanjing University of Information Science and Technology (NUIST) Nanjing, China Bachelor of Science in Financial Engineering June, 2015 Honors: Outstanding Graduate Award, Annual Scholarship for 4 years, Head of Information Communication Department Relevant Coursework: Adv. Math, Linear Algebra, Probability Theory and Statistics, Accounting, Corporate Finance, Economics, Financial Derivatives, Time Series Analysis, Insurance PROFESSIONAL EXPERENCE

DiligenceVault New York, NY

Investment Technology Intern, Technology Team & Financial Research Team June 2017 - Present

Automated preliminary financial analysis and figures calculation by programming in Python. Confirmed the consistency of outcomes from traditional process conducted by Excel. Significantly facilitated client’s efficiency and reliability in their investment decision making process.

Collected and adjusted format for all Form ADV filed with SEC from 2006-2017 to create summarized structure of the filings. Valuable financial data was delivered to clients with the organized and comprehensive database infrastructure.

Discovered potential connection among independent information of funds, strategies, and corresponding projects of investment companies using fuzzy lookup module in Excel. Contributed completeness and better overview of market to investor database.

Stratified, pre-processed, and classified information of financial firms, including assets under management, disclosures, client types, fee types, company names, etc. Presented data-visualized analysis to supervisor and published partial results on company blog.

Bank of China Jiangyin, China

Intern, Company Business Department January 2015 - June 2015

Provided supervisor with loan decision recommendations by performing due diligence reviews of clients to prevent losses caused by potential regulatory and credit risk.

Collected, reviewed, and edited loan contracts of corporations and banks to ensure the accuracy and integrity of materials and data. Maintained an organized data structure of contacts and forms in the internal computer system of company. Intern, International Settlement Department June 2014 - August 2014

Worked as banker serving institutional clients, including acquiring customers, opening accounts, setting up online banking, and other BAU uses. Maintained sound and stable customer relationship.

Worked as process controller to reduce operational risks by auditing client documents, verifying Letter of Credit of clients, and detecting data errors. Investigated discrepancies between paper and system records to ensure consistency. Managed inactive client accounts to improve efficiency and applicability of client data in the internal system. PROJECT EXPERIENCE

Automated Questionnaire Classification (August 2016 - May 2017) DiligenceVault & UCONN

Created whole structure of request for proposals (RFP) based on hundreds of RFPs for financial services.

Extracted required information from RFP using Python, R and excel. Categorized the core information of RFP using Natural Language Processing method and rule based method. Contributed to building the products for clients.

Played a role as project manager prioritizing goals and coordinating resources to support the company and professor assigning tasks. Monitored the team and generated progressive reports ensure project quality and timeline. Portfolio Construction and Risk Management (Spring 2016) UCONN

Constructed portfolios with long and short in stocks by finding Efficient Frontier and Tangency Portfolio. Quantitatively evaluated risk-adjusted profitability and risk level of the portfolio by employing Sharpe ratio, VaR, and Beta Exposure respectively. Conducted stress test for portfolio using linear regression based on DFAST 2016 framework. The project was programmed in SQL, Excel - VBA, and R.


Languages: English, Chinese - Mandarin

Computer Skills: Microsoft Office (PowerPoint, Word, Excel - VBA, VLOOKUP, Pivot Table), Python, R, SQL, Unix, Bloomberg

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