Manager Data, Data Analysis, Financial analysis
Resume:
Ka Chun Lee
**** *** ****** **********, **, *****
**.***@****.***
EDUCATION AND CERTIFICATIONS
SOUTHERN NEW HAMPSHIRE UNIVERSITY, MANCHESTER, NH
Bachelor of Science in Economics and Finance Expected May 2019 Minor in Statistical Modeling
GPA 3.93/4.0 Presidents List- Expected to graduate as Summa Cum Laude Fundamentals of Quantitative Modeling- Wharton School, University of Pennsylvania and Coursera March 2019 Data Science and R Programming Certificate- The Mustache Academy of Technology June 2018 HKUSPACE COMMUNITY COLLEGE, NORTH POINT, HONG KONG Higher Diploma in Business Marketing and Management May 2014 LEADERSHIP AND INVOLVEMENT
• Executive Board and Treasurer- SNHU Economics and Finance Association
• Member, Delta Mu Delta Business Honor Society
TECHNOLOGY AND LANGUAGES
Computer: Microsoft Office incl. Excel (statistic function, data organization, data analysis, pivot table, VBA), PowerPoint, Word, Tableau, coding language R, Python, ERP (currently taking an online class), MySQL, LATEX, Algorithms: Regression model, Naïve Bayes, K-mean clustering Languages: Cantonese, Mandarin and English (all fluent) PROFESSIONAL EXPERIENCE
AGRICULTURAL BANK OF CHINA, CENTRAL HONG KONG Jun 2018 – Jul 2018 Intern for the Financial Institution and Risk Management Departments
• Conducted the credit facility application proposal and analyzed relevant companies with financial statements.
• Evaluated organizational performance compared to the competition through computing the financial ratios.
• Investigated modeling in interest rate swaps; calculated the floating rate of each period through zero curve, and each cash flow.
• Collected data to analyze the major currency’s half year trend and its reason of volatility. ANALYTICS AND FINANCE PROJECTS
BIG PROBLEMS IN MATHEMATICS RESEARCH; Advisor: Dr. Megan Sawyer, PIC Math, and EPA Spring 2019
• Investigate and gather information on the sensitivity by changing some parameters as one factor at a time
• Use Morris Method to find out the most influential parameter and conduct the Variance-based sensitivity analysis.
• Report to the sponsor biweekly through PowerPoint presentation as a group. DESCRIPTIVE ANALYTICS PROJECT; Advisor:Dr.Tej S.Dhakar, Children’s Hospital at Dartmouth Spring 2019
• Investigate and gather information on major donators in different regions of the U.S. and determine what contributes to the decrease in donations in 2018.
• Interpret data from CHAD using Excel and Tableau and present ongoing work weekly.
• Clean and organize raw data and then visualize the data to perform analysis about the strongest involvement group of donors.
STUDENT MANAGED INVESTMENT FUND PROJECT; Advisor:David Fehr Jan 2018-May2018
• Led a research team of three to allocate $5000 into the technology sector for investment in a Fidelity account.
• Forecasted and analyzed the opportunity of certain stocks and identified what percentage of return can outweigh other stocks in the same sector using CAPM and the dividend discount model.
• Conducted a comprehensive fund reporting and auditing for the portfolio investments. STOCK-TRAK COMPETITION SIMULATION (SNHU) Oct 2017-Apr 2018
• Achieved 70% of return in 4 months; placed third position and was rewarded 300 dollars.
• Collected market information, analyzed the momentum of stock market and made trades.
• Researched undervalued stock, conducted financial analysis through financial model, regression model, and reviewed companies’ balance sheets, income statements and cash flows.
• Forecasted the momentum of the market and predicted trends for bullish or bearish markets by tracking indicators such as, weekly jobless claims, the gap between 10 year and 2 year bond yield curves.
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