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Investment Analyst

Location:
Minneapolis, MN
Salary:
65,000 annual
Posted:
January 22, 2019

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Resume:

Yiyang(Joy) Li

Plymouth, MN 612-***-**** ac79qo@r.postjobfree.com

EDUCATION

University of Illinois at Urbana-Champaign Urbana, IL Candidate for Master of Science in Financial Mathematics, December 2018 GPA:3.7/4.0 Earned CFA Level I; CFA Level II Candidate (Exam Date: June 2019) Shanghai Jiao Tong University Shanghai, China

Bachelor of Science in Finance, June 2017 GPA:3.5/4.0 Exchange Student in University of Minnesota, Twin Cities Campus, Fall 2015 GPA:3.8/4.0 LEADERSHIP

Consultant University of Illinois at Urbana-Champaign Illinois Business Consulting January 2018 - Dec 2018

• Evaluated different business models for a biotechnology visualization software company, helping to market in the three industries and seek for funding opportunities

• Analyzed the R&D research of comparable companies for a top 100 technology client, improving their R&D research, including research commercial metrics and Joint research opportunities Team Leader University of Illinois at Urbana-Champaign Practicum Project Sep 1, 2018 - Dec 2018

• Led and built cross-country real estate pricing model for a private equity company to allocate investment in the worldwide market of three sectors

• Hosted weekly client meetings, communicated research progress with MBA senior manager and mentors Vice President Shanghai Jiao Tong University, China Incoming Exchange Global Community Development Program, AIESEC January 2014 - January 2015

• Led 4 projects, involving 44 foreign college students, 30 local students, 3 local communities and 2 urban schools

• Ranked in Top 10 Projects of Go Beyond- The Second Session of Ernst & Young College Students Volunteer Project Competition

INTERNSHIP EXPERIENCE

Hwabao Trust Co., Ltd. Shanghai, China

Intern, Products Division July 2016 – December 2016

• Performed multiple tasks, including investigation and analysis of 6 manufactural counterparties’ financial data; consulted with legal department regarding edits to trust contracts

• Contributed to preliminary design of a new Trust project, involving investment of 2 assisted local living facilities, improving the diversity of current trust products pools Infaith Consulting Shanghai, China

Winter Intern, Consulting Division January 2016 – February 2016

• Provided financial regulations support for information disclosure issues of 8 listed companies, advising them to prepare and meet the required financial policies to go public.

• Researched market position, industry potential, average industry P/E ratio and company P/E ratio for 5 clients, supporting clients’ market strategy consulting advice

China Pacific Insurance (Group) Co., Ltd. Shanghai, China Summer Intern, Risk Monitor & Control Department July 2015 – August 2015

• Operated VAR model for risk monitoring and analysis of health insurance, including operational risk, new product risk, and other product-specific risks

• Analyzed monthly key financial performance trends of different insurance products to generate quarterly and semi- annual reports

TECHNICAL SKILLS

Proficient in R, STATA, SAS, Eviews; Basic in Python, Bloomberg, Capital IQ



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