Financial Analysis

CHENGXI PENG

**** **** ***** ******, *** Angeles, CA 90504 C: 601-***-**** ***********@*****.***

PROFESSIONAL SUMMARY

Enthusiastic, organized, independent graduate student (Graduating September, 2018) with an academic and professional background in business specialize in Finance. Candidate of FRM Level II. Took CFA Level I June 2018. Native Speaker in Chinese Mandarin SKILLS

Data Collection and Evaluation Economic and Business Trends Analysis Financial Risk Management Financial Statement Analysis Familiar with SAS, R, MATLAB Efficient Excel PivotTables Skills EDUCATION

Master of Finance (STEM designated program, 3-year OPT) 09/2017 - 09/2018 Rady School of Management, University of California San Diego – San Diego, CA

• Comprehensive and detailed knowledge of finance emphases on quantitative method, empirical work, financial econometrics

• Excellent grade from Rational Decision Making by Nobel Prize Winner Dr. Harry M Markowitz in Modern Portfolio Theory

• Major Course: Financial Risk Management, Collect/Analyze Financial Data, Investment Analysis, Financial Statement Analysis, Derivatives, Corporate Finance Valuation, Mergers and Acquisitions Valuation, Asset Management.

• Project: Investment Strategy of Companies with Small Capitalization and Positive Earnings, Big Data and Predictive Analytic Method on Gold Price Prediction, Study project of Public Company going Private Bachelor of Business Management 08/2014 - 12/2016

Terry School of Business, University of Georgia – Athens, GA

• Recipient of Out- of- State Tuition Waiver Scholarship with outstanding academic record

• Member of Chinese Student Association, Vice President of Xi Kappa Fraternity

• Participated in Work& Study Program at Campus Library and Campus Dining

• Major Course: Financial Management, Predictive Modeling, Risk Management, Stat Analysis, International Strategic Management, Organizational Behavior, Organization Change and Innovation Management, Operation Management. WORK AND INTERN

Financial Analyst Intern, Shephard Ventures Capital - San Diego, CA 07/2018 - Present

• Participate in development, test and optimize of “Wealth Engine”, a risk level based portfolio management investment model

• Conduct risk tolerance assessment on portfolios based on holders’ level of ability and willingness on risk for portfolio selection

• Gather and analyze information from updated news, stock prices, company’s financial reports for long/short recommendations

• Consulting representative of venture capital project “Entrepreneur’s Boot Camp” for capital raising and investment advices Equity Portfolio Management Project, Thames Capital Management – New York City 06/2018 - 08/2018

• Quantitative project requested by Thames Capital sponsored by Rady School of Management. Performed in three-person team

• Develop model on cross- section US stocks using SAS to evaluate the relationship between EV/Sales and Composite score

(Revenue Growth + EBITDA Margin)

• Using Composite Score as a signal. Construct long/short trading strategy by optimizing information in the signal

• Construct portfolios in different industries and test the results using historic data for reliability Co-Founder, Grief Grocery - San Diego, CA (Entrepreneurship Practice Project during school) 01/2018 - 03/2018

• Partnered with WUBA(NYSE: WUBA), Uniboil using Wechat platform to develop online retail exclusively on Chinese Snacks

• Develop business from advertising, promoting, strategic modifying and business partner searching seeking growth opportunities

• Achieve $5000 sales within two months, better understand retail business, realize future growth limitations, project terminated Manager, 180F Cafe – Athens, GA 11/2016 - 05/2017

• Train new staffs on operating procedures and company services standards to ensure productivity and service level

• Schedule shifts for staffs to cover peaks and lulls based on customer inquiries to most efficiently allocate labor resource

• Set marketing strategies and plan promotion events to appeal new customers and increase popularity in the market Intern at Foreign Currency Office, The People's Bank of China – Linyi, Shandong, China 06/2015 - 08/2015

• Collect and record quarterly financial data provided by all other Chinese banks into database for restoration and future analysis

• Assist office manager to analyze the data to conduct capital reserves valuation and capture abnormal cash inflow or outflow

• Write summary report, reserves valuation report, unusual cash activity report of different banks using Words and PowerPoint

• Attend and record branch meetings as the office representative, serve as a vertical connection between office and higher level

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