Financial valuation and modeling

Yi Liu

** ***** ***** ***** * Jersey City, NJ ***10 y 443-***-**** y ********@*****.***

www.linkedin.com/in/yiliudec

EDUCATION

Baruch College, Zicklin School of Business New York, NY MS in Financial Risk Management, GPA: 1st Semester 12/18

• CFA exam progress: Passed Level 1 and 2; plan to complete Level 3 by Jul 2018 Johns Hopkins University Baltimore, MD MS in Finance, GPA: 3.51 08/16 East China University of Science and Technology Shanghai, China Bachelor in Economics, GPA: 3.42 06/15 PROFESSIONAL EXPERIENCE

Hillside Advisors LLC New York, NY Equity Research and Fixed Income Analyst 10/16 – 08/17

• Performed industry and company research using Bloomberg and financial reports for initiations of stock coverage

• Created stock valuation models in Excel, including pro forma financial statements, discounted cash flow models, and multiple valuation models for stocks in various industries

• Conducted stress tests to forecast bottom line of target prices and identify investment opportunities

• Interviewed the management of target companies with equity research team to better understand industry trends, business strategy, and earnings adjustment

• Assisted director of equity research in presenting stock pitch and writing investment notes and research reports in response to earnings results, industry news, and analysis of data

• Prepared industry report for internal research meeting, including SP500 sectors movement tracking and fundamental analysis for losers and winners in each sector

• Contributed to the development and maintenance of Hillside Convertible Bonds rating system Bank of China International Limited(BOCI) Shanghai, China Institutional Sales Assistant 09/14 – 06/15

• Summarized multi-industry analysis reports and presented to institutional clients to support investment decisions

• Summarized industry news or events and emailed to clients as a daily market guidance

• Collected macroeconomic analysis reports and presented weekly summaries to colleagues and senior management during morning conference calls

• Coordinated financial roadshows and investment conferences for clients with equity research team Bank of China Shanghai, China Corporate Banking Intern 01/13 – 03/13

• Contributed to loan application review by calculating financial ratios in Excel to support financial statement analysis, credit and risk analysis, profitability and business performance evaluation RELEVANT PROJECT

Financial Modeling and Valuation: Completed an equity research for Nike, using Porter’s five forces analysis, enterprise value projections with DCF model, and a detailed scenario analysis, including What-If Analysis and Monte Carlo Simulation with Crystal Ball in Excel

TECHNOLOGY AND LANGUAGE SKILLS

Computer: Advanced Excel (vlookup, formulas), PowerPoint, programming tools (Matlab, Python) and data analysis software applications (R, E-views, SPSS)

Languages: Fluent in Mandarin

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