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Equity Research/Investment Analyst

Location:
Medford, Massachusetts, United States
Posted:
April 12, 2019

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Resume:

Yi Shen

781-***-**** Waltham, MA ac82n6@r.postjobfree.com www.linkedin.com/in/yi-shen-320aa8121

EDUCATION

Brandeis International Business School Waltham, MA Candidate for Master of Science in Finance (STEM-Designated); GMAT 710; GPA 3.53 12/2018 - 08/2017 Shanghai International Studies University Shanghai, China Bachelor of Economics in International Economics and Trade 09/2013 - 06/2017 EXPERIENCE

CIB Economic Research and Consulting Co., Ltd. Shanghai, China Equity Research Analyst Intern 05/2018 - 08/2018

● Followed and commented on daily news and announcements of listed companies in client’s stock pool to monitor the performance of asset pool

● Wrote company analysis reports on credit research and acquisition feasibility analysis in real estates, retailing and oil & gas industries

● Conducted IT industry research covering e-commerce, logistics, finance, cloud computing, IoT, advertising and health sectors

● Wrote equity market analysis and asset allocation report for private bank of Industrial Bank for the third quarter of 2018, covering global equity market analysis and asset allocation suggestion

● Built multi-factors financial model to give stock selection advice, showing trailing and forward valuation multiples band charts based on 10 years’ performance Zheshang Bright Asset Management Research Institute Shanghai, China Private Equity Analyst Intern 08/2016 - 12/2016

● Led the Portfolio Management internship team; presented weekly project updates to management regarding progress on the development of a fund-of-funds database that analyzed customer requirements and needs

● Analyzed fund performance using Excel and SQL. Built financial models to categorize and evaluate private equity funds and develop fund-of-funds investment portfolios

● Established database of more than 135,000+ funds; reconciled and validated net asset value data and calculated cumulative abnormal returns to make comparisons and predictions of fund returns

● Provide investment suggestions to investment advisors and companies based on database analyses Deloitte Touche Tohmatsu Certified Public Accountants LLP Shanghai, China Global Finance Service Industries Audit Intern 01/2016 - 02/2016

● Issued capital verification reports independently for two asset management companies; the reports authorized the establishment and setup of new funds

● Reviewed risk disclosures, bank confirmations, and trial balance data as part of the annual auditing process for The Royal Bank of Scotland China, BNP Paribas, and Haitong Securities

● Conducted market research on European banks and analyzed annual reports of potential banking partners for future collaboration with Deloitte China

● Received evaluations of Exceeds Expectations and Early Offer SKILLS/ACTIVITIES

Computer Skills Python, R, Bloomberg, STATA, Wind, SQL, MS Office, Photoshop Activity SISU, Editor and journalist of the School Journal and Special Edition for freshmen; launched member enrollment campaign and negotiated with sponsors for event funding Languages Chinese (Native), English (Fluent), Korean (Beginner)



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