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Analyst

Location:
Newton, MA
Posted:
January 08, 2019

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Resume:

Zhilu Zhang

Cell: +1-781-***-****, Email: *****.*****@*******.***

Address: ** *********** ****, ******, ** 02458

Profile

* *****’ Analyzing and Investing experience

3+ years’ experience in Financial Service Industry

Advanced skills in MS Office Professional, Bloomberg, Python, Matlab, R

Excellent analyzing, communication and organizational skills

Fast learner, great team player, self-starter, detail-oriented, multi-task taker Work Experience

Personal Capital Market Trader / Maternal leave Boston, USA 2018 Baoshang Bank / Investment Analyst (VC & PE) Boston, USA 2015-2017

Source and obtain meetings with entrepreneurs; maintain relationship with them

Create financial models, run analyzes, and generate research report

Coordinate with senior team members to make investment decision Xirun Real Estate Development Co., Ltd. / Vice President Guangxi, China 2011-2014

Use financial modeling to formulate project developing strategies and sales plans

Conduct market research and lead the market and sales team

Create a high-end brand real estate project; accomplished over 90% sales plan Guosen Securities / Investment Advisor Shenzhen, China 2010-2011

Provide investment advice for customers, including buying and selling of stocks, bonds and funds

Manage entrusted assets of more than 60 million

Awarded “Best Growth Employee”

Education

Brandeis University, International Business School, Waltham, MA, USA 2014 - 2015 M.S. in Finance (GPA 3.7)

Southwestern University of Finance and Economics, Chengdu, China 2006 - 2010 B.S. in Economics, with Honors

Leadership Roles

Financial Chair of IEEE International Conference on Universal Village 2018

Set up the marketing department and recruit for the department as the VP in Xirun Real Estate

As the President of College Student Association to conduct activities



Contact this candidate