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Financial Analyst

New York, NY
March 19, 2018

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Jiawei Sun

**** ****** ******, *** ***, Fort Lee, NJ, 07024 206-***-****


Columbia University GPA: 3.89 New York, NY

Master degree in Applied Analytics 09/2016-12/2017 An interdisciplinary program including corporate finance, financial accounting, programming, data analytics, strategic leadership and communication.

University of Washington Seattle, WA

Bachelor degree in Mathematics Overall GPA: 3.36 09/2012-06/2016 Minor in Applied Mathematics Major GPA: 3.77 (Minor GPA: 3.79) Honor: Dean’s List (6 academic quarters), Annual Dean’s List 2015-2016 Certification

Passed CFA Level I, CFA Level II candidate

Passed FRM Part I & Part II


Agricultural Bank of China Jinan, Shandong

Client Service Representative 06/2016 - 09/2016

Business Analysis: Connected with customers to uncover products and solutions that satisfied their top financial priorities. Ensured that the bank meets or exceeds sales goals by influencing customers to learn about products and services that benefited to them.

Client Management and Communication: Monitor activities of assigned clients and maintained healthy working relationship with clients.

Jinan Eagle CNC Machine Co., Ltd Jinan, Shandong

General Manager Assistant 08/2015 - 09/2015

Business: Assisted the general manager to investigate and understand the operation and management of the company and put forward suggestions. Assisted the general manager to supervise and inspect to make sure that every operation is properly implemented.

Client Management and Communication: Arranged meeting with global clients as well as the reception of local authority.

Documentation & Reporting: Documented detailed organizational meeting records. Drafted and published solutions, decisions and other documents.


Multi-national Media & Entertainment company (Global Leader) Project Leader

Functional: Utilized media that has time-aligned, closed caption data to generate a dynamic set of chapters based on the content of the video. Experienced with unstructured data and sparse data set and utilized machine learning techniques and natural language processing, including data cleansing of text word counts, application of clustering algorithms and techniques creation of topic models, and sentiment analysis. Created purpose-built analysis, linked data analytics to business goals, opportunities and challenges Consulting: Led a team through execution of 11-week team project, including project schedule management, project communications management, creation of final report, examination of business impact, and milestone customer presentations. Completed Proof of Concept (with client agreed upon success criteria), including Return on Investment analysis, competitive analysis, and parallel analysis

(lessons learned from other industry)


Financial: Quantitative analysis, Corporate finance, Portfolio management, Financial market and product analysis (equity, fixed income investment, derivative, alternative investment), Valuation and risk models, Market risk analysis, Credit risk analysis, Operational and integrated risk analysis, Risk and investment management, Analysis on current issues on financial markets. Programming: R, Java, JMP, Matlab, Excel and Word

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