Financial Analyst Professional Experience

Siyu (Nicolas) Chen

Tel: 302-***-**** Email: ***********@*****.*** Address: 3737 Chestnut Street, Apt 609, Philadelphia, PA, 19104 Education .

Master of Science in Finance GPA: 3.65/4 12/2017

University of Delaware, Newark, DE

Core Courses: Corporate Governance, Corporate Finance, Financial Accounting, Corporate Financial Analysis, Financial Statement Analysis, Applied Econometrics, Theory of Financial Decision Making, Fixed Income, Investment Analysis Bachelor of Science in Finance (Minor) / Bachelor of Science in Biochemistry (Major) 07/2015 Xiamen University, Xiamen, China

Skills .

SAS (Certified Base Programmer), Data Analysis, Asset valuation, Fixed Income, Portfolio Management, Bloomberg Terminal, Financial Analysis, Corporate Finance, Financial Derivatives, Eviews, Excel Regression Analysis, Financial Modeling Professional Experience .

Global Financial Analyst Intern, U.S. Green Chamber of Commerce (USGCC), Solana Beach, CA 06/2017-09/2017 Initial research and business plan of setting up a new networking organization program for USGCC.

Researched sample organizations’ business model: The services that competitors provide and how to implement.

Researched sample organizations’ financial statement, financial budget and fund-raising process.

Analyzed the pros and cons on the services and provided some developed creative ideas on services.

Concluded from research and analysis, and created a complete business plan. Financial Analyst Intern, Citibank China, Beijing 08/2014-09/2014

Utilized financial analysis tools, financial products (Currency hedge, hedge fund, portfolio management, etc.)

Customer development and processing customer’s feedback.

Business plan: Created a business plan targeting at the middle class in China who want to immigrate to other countries, providing the immigration services and relative currency financial service and financial products.

Group leader

Course Projects .

Asset Allocation and Equity Evaluation 09/2017

Using Excel to test out the portfolio’s proper weights based on lowest variance or highest sharp ratio restrictions.

Equity valuation:

-Qualitative analysis: including porter’s five forces, corporate governance, conference call reviewing.

-Ratios analysis: ratios vs peers, ratios overtime, Tobin’s Q, PEG, Put Call Ratio.

-Technical analysis: short interest, Bollinger bands, MACD.

-Regression analysis: Fama-French regression, ROE decomposition, EV/EBITDA regression.

-Forecasting analysis: Using Bloomberg to do the DDM, DCF forecasting.

-Weighting and rating each sector, and giving a buy/sell proposal on the equity. Test of cross-section stock performance (Fama, French, 1992) 03/2017

Using SAS to process the stock price data (with 4.3 million observations) testing the Fama-MacBeth regression on the significance of earning the riskless return on the arbitrage portfolio. Corporation financial information analysis 02/2016

Computing financial statement ratios (NOWC, NOPAT, ROIC, EVA, etc.) and calculating WACC.

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