Asset management, Forecasting, Financial Modeling, Microsoft Office

YUNXIAN(SALLY) PENG

Current Address: ** * ****** ***, **.Louis, MO USA 63108

Email: *******.****@*****.***

Phone: 347-***-****

EDUCATION

WASHINGTON UNIVERSITY, OLIN BUSINESS SCHOOL, St. Louis, MO May 2018

Master of Finance in Wealth and Asset Management

• Cumulative GPA: 3.6/4.00

WUHAN UNIVERSITY, Wuhan, China June 2017

Bachelor of Arts in Finance

• GPA: 3.78/4.00

• Minor in Translation and Interpretation GPA 3.66/4.00

EXPERIENCE

Bridge Financial Technology United States September 2017-Demcember 2017

Bridge Financial Technology provides industry-leading back-office technologies to ensure advisors have a superior user-experience.

Practicum

• Make a market research of potential RIA, community banks and other customers for Bridge FT Company

• Develop different pricing models for potential customers based on assets or accounts

China Minsheng Banking Co . Ltd, Shenzhen Branch Guangdong Province, China

October 2016-December 2016

China Minsheng Bank is committed to explore the construction of modern commercial banks for the Chinese banking industry.

Asset Management Division Intern

• Performed financial fundamental analysis, reporting and forecasting operations on potential listed company to provide specific investment stock advice for clients

• Learned the collateral security and stock buy back, and structured products by assisting experienced bankers in writing stock analysis reports and reviewing contracts

• Developed a sensitive awareness of credit risk in financial work by tracking mutual funds daily net asset values and monitoring risk control on the back stage using warning line system

• Worked cross functionally with other bank departments to collect and compile information for assisting clients to open escrow accounts

First Capital Securities Co., Ltd Shenzhen, Guangdong Province, China

August 2015-September 2015

First Capital Securities Co., Ltd is one of the China's largest investment bank and securities company and achieves sustainable development in fixed income, asset management, private equity fund management, investment banking and securities brokers.

Customer service assistant

• Developed marketing skills by assisting General Manager and Customer Manager to communicate with clients and sell security products

• Facilitated smooth communication between customers and desk and deepened communication skills by openning new accounts for different customers

• Developed sales presentations to clients using Powerpoint and videos in different promotion events and sessions

ACTIVITIES

• Third-Place Prize - Comprehensive Entrepreneur Simulation Competition of Wuhan University

• International Volunteer in Nepal - International Volunteer HQ (IVHQ)

• Buddy program to receive foreigners - Wuhan University AIESEC Organization

• Member - Baidu Encyclopedia Club of Wuhan University

SKILLS

• CFA Level II, Level III Candidate

• Computer Skills: Eviews, Microsoft Office, SPSS, Matlab, SAS

• Language Skills: Mandarin (Native), English (Fluent), Cantonese (Fluent)

• Completed Securities Business Qualification Certificate

• Interests: Badminton, running, cooking, piano

Contact this candidate