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Data Financial Analyst

New York City, New York, United States
March 14, 2019

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Zixi Zhu 917-***-**** New York, NY 10036


Fordham University, Gabelli School of Business New York, NY M.S. in Business Analytic GPA: 3.68/4.0 12/2018

Coursework: Database Management, Web Analytics, Big Data, Text Analytics, Explanatory Model, Programming with Python, Data Mining for Business, Business Analytics.

Sichuan Agriculture University Chengdu, China

B.A. in Financial Management GPA: 3.33/4.0 06/2016 Coursework: Accounting, Taxation Laws, Economic Laws, Financial Management And Cost Management. SKILLS

• Programming: VBA, Python, R, Tableau, SQL, SPSS, MS Offices

• Modeling: Logistic Regression, Analysis of variance (ANOVA), Advanced Regression, Tree Analysis, Artificial Neural Network, Association Rules, Clustering Algorithms, Naïve Bayes and Text Classification

• Languages: English (Fluent), Mandarin (Native)


AXA Advisors LLC New York, NY

Data & Financial Analyst Intern 09/2018- present

• Customer Database Enrichment: Calculated necessary parameters such as 401K, Social security and updated Asset Map on a regular basis; Generated Target Map that facilitated a better understanding of clients’ preferences

• Clients Data Optimization: Transformed and cleaned unstructured customer data into well-structured data format using SQL and Excel

• Company Research: Assisted financial advisor in company financial data collection; prepare meeting materials for the advisor Alibaba Group Hangzhou, China

Global Dreamer Program Member 07/2015-08/2015

• Program Process Multiple Media Channel Reporter: record and compile program process with multiple media view

• Ant Financial Services Group Conference Planning: focus on real financial scenes that middle and small companies would face; construction of individual credit investigation system, fast micro loan and so on

• Tmall Future Store Design: set visualization and convenience as key point; fast image clothes changing and sharing system Citi Bank Chengdu, China

Assistant Financial Consultant 09/2016

• Customer Database Enrichment: Calculated necessary parameters on a regular basis; Generated Target Map that facilitated a better understanding of clients’ preferences

• Customer Research: Assisted financial advisor in clients previous investing data collection; Helped generate investing reports PROJECTS

CONSISTENCY EVALUATION-Hotel Rating over Booking Websites (Python)

• Chose three travel agency websites and collected rating data of three levels hotels each of ten on three websites.

• Normalized the rating scale of hotel rating and sub-rating, due to different rating scales among three websites.

• Focused on hotels with higher inconsistency and used Python to crawl contents of reviews of these websites on three websites.

• Proceeded content analysis, such as Tableau and Word Cloud to discover words frequency and customer preference. March Madness (Logistic Regression)

• Added new variables school elevation and Draft with Python and R programming language.

• Computed correlation with regression in R between all variables and competition results to test correlation and significance.

• Applied Logistic Regression to result in specific team winning probability.

• Conducted regression model again and computed mathematical formula to predict specific team wining probability.

• Predicted competition results 76.1% correctly.

Yelp User Rating Behavior Prediction

• Collected data from Kaggel, and cleaned data with SQLdeveloper.

• Built Neural Network, Decision Tree and Bayesian model with partitioned training and testing data.

• Compared the accuracy of each model by Spss audit function. ACTIVITIES & INTERESTS

• Outstanding Intern Award at the 2015 Alibaba Global Dreamer program in Hangzhou

• Volunteer: Excellent Volunteer of Sichuan Province (07/2014-08/2014, Chengdu)

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