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Finance

Location:
La Jolla, California, United States
Posted:
December 13, 2018

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Resume:

Meng (Catherine) Deng

858-***-**** ac7ypw@r.postjobfree.com www.linkedin.com/in/meng-deng San Diego, CA Education

Master of Finance (STEM Program), Rady School of Management, University of California, San Diego (UCSD) 12/2018 l Focus: Quantitative Finance (Python, R, SQL, SAS, Matlab), Financial Risk Management, Derivatives B.S., Actuarial Science and Risk Management, University of International Business and Economics (UIBE) 06/2017 l Award: Second-class Scholarship - Top 8%(2015)

l Highlight Courses: Financial Mathematics 95%, Actuarial Mathematics II 94%, C++ 90% Experience

Financial Advisor Intern, Newport Advisory, San Francisco, CA 06/2018 - 09/2018 l Received professional training on personal financial planning and relevant software including Riskalyze, Morningstar and Emoney

l Conducted elaborate analysis on ETFs market, optimized portfolios for client retirement account and investment account using Matlab, operated portfolio analysis and monitor risk profile l Established client relationship management database, assisted host financial advisor with seminar planning, marketing support, and assistance with client services as allowable Industry Analyst Intern, Automobile Team, China Securities Co., Ltd, Beijing, China 10/2016 - 06/2017 l Collected and cleaned production, sales, and year on year growth data with Bloomberg, Wind, and CEIC, for China’s automobile industry and maintained an internal research database l Analyzed the macroeconomics, industry trends, and fundamentals of Foton Motor and Bohai Piston, evaluated financial status, created revenue forecasts and investment ratings, and drafted the initial company investment report l Assisted analysts to write annual strategic reports on China's automobile industry and developed statistical models to evaluate the effects of taxation on vehicle sales

l Reviewed and wrote daily reports on the latest automobile industry news Fixed Income Department Intern, Rongtong Fund Management Co., Ltd, Beijing, China 03/2016 – 06/2016 l Collected data on primary and secondary bond markets and maintained the database l Evaluated the impact of the macroeconomic situation, fiscal, and monetary policies on the bond market and participated in writing weekly and monthly research reports l Used Excel to perform fund analysis on various fixed income portfolios considering specific cash flow and risk profile requirements for monthly rebalancing

Student Trainee, Team Leader, Prudential Hong Kong Ltd., Hong Kong, China 01/2016 – 02/2016 l Acquired system training on asset allocation and portfolio management, understood corporate operations of the top 500 financial multinationals, delved further into the insurance and wealth management industry l Calculated returns and prepared investment reports and presentations to clients on various family financial planning investment portfolios

l Won ‘Excellent Intern’ award

Projects

Capstone Project - ETF flows and dislocations in stock prices, CalSTRS, La Jolla, CA 09/2018 l Research on whether the flows into and out of ETFs create investment opportunities for the individual stocks and to explore an implementable trading strategy solution Machine Learning: Prediction of House Price Using Python (First Place of Kaggle Competition), La Jolla, CA 06/2018 l Analyzed the relationship between house prices and different factors using feature engineering and principal component analysis (PCA)

l Performed regression on house prices using different regression algorithms and stacked several models using meta- modeling

Machine Learning: Detection of Fraudulent Financial Statements Using R, La Jolla, CA 12/2017 l Collected and cleaned data of 22 financial ratios from 102 U.S. listed companies, 9 were selected using feature selection

l Trained the dataset using decision tree algorithm and evaluated it with stratified ten-fold cross-validation l All the non-fraud companies are detected as fraud-negative, and 12 fraud companies out of 15 are detected as fraud. US College Mathematical Contest in Modeling (Won Second Prize), Beijing, China 02/2016 l Used Linear Regression Model to research on the Water Shortage in Shandong Province l Evaluated the correlation between availability of clean water and important natural and social factors and applied the Logistic and Grey Models, and Unbiased GM (1,1) to predict the future value of these factors Specialized Skills

l Tools: Bloomberg, MATLAB, C++, R, Python, SQL, SAS; Excel, Word, PowerPoint l Certifications: FRM Level 1 Candidate, CFA Level 2 Candidate l Languages: Mandarin – native, English – fluent

Professional Affiliations & Leadership

l Sunshine Volunteer Association at UIBE (Vice President), honored as Outstanding Student Leader l Teaching Volunteer in India, honored as Outstanding Volunteer



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