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Financial Analyst Project

Stamford, CT
March 24, 2019

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Xuan (Annabell) Gao Stamford, CT 475-***-**** SUMMARY

Technical Proficient in MS Excel (V-lookup, Pivot table) MS office suite, SQL, Bloomberg, Familiar with R,Python Skills: CFA II candidate; Valuation; Investment banking; Written and Communication skills; Native in Mandarin WORKING EXPERIENCE

New York Bay Capital Sep 2018-Nov 2018

Investment Banking Analyst New York

Worked on multiple M&A transactions, built various financial models including accretion/dilution and leverage buyout financial models to measure acquisition profitability and debt service ability

Triangulated valuations on companies using DCF, comparable companies and precedent transactions analysis

Created pitch books and other presentation materials, covered market research and performed due diligence

Project Grande - S3 billion leveraged Buyout of a global consumer company

Constructed pro-forma LBO analysis, identified optimal debt pay down and capital structure to maximize IRR

Analyzed trading comparable and precedent transaction multiples to approximate relative valuation against peers

Conducted peer industry research on fruit production trends to identify operational inefficiencies and prepared detailed management presentations sent to debt and equity partners

Project TRC - Capital raise

Assisted the company’s C-suite to raise capital to continue build-out

Built DCF, comparable company and precedent transactions model by collecting TRC' Revenue, EBIT, NWC, Tax Rate from financial statements (2013-2017) to estimate free cash flows for next 5 years

Applied Free Cash Flow/Dividend discount approach by adding up all discounted cash flows/discounted dividends based on WACC/Cost of Equity discount rate to estimate the TRC' present value China Founder Securities Co, Ltd Dec 2015-Apr 2016 Financial analyst Beijing, China

Reviewed financial and credit data of each enterprise for loans, and generated reports to managers in Excel

Established a credit scoring regression model in Excel with seven factors, including five ratios of the classical Z- score model, earnings volatility and stock price volatility, and summarized findings for all applicants

Evaluated corporate credit portfolio risk metrics, including quantification of risk metrics such as Probability of Default, Loss Given Default and Exposure at Default, and performed Risk-Weighted Assets calculations. PROJECT EXPERIENCE

Financial analyst Project (UConn Project) Stamford, CT. Sep 2018-Nov 2018

Identified risk factors of roughly $1 billion of endowment and pension assets of the company which may have impact on the return of company’s investment

Calculated VAR with statistical models to monitor risks and conduct back test modeling by tracking P/L.

Produced weekly risk reports and figured out which risk factors have the most significant impact on the performance of the investment portfolio.

Monitored performance of assets and liabilities to eliminate potential credit and operational risks. Created a final risk report and provided strategic suggestions to reduce risk and optimize effectiveness and achieve financial goal EDUCATION

University of Connecticut Sep 2017- Dec 2018

Master of Financial Risk Management (STEM) Stamford, CT

Courses: Financial Risk Modeling, Corporate finance, Financial engineering, Accounting Peking University (GPA 3.7/4.0) Jan 2016-Jun 2016

Exchange student Beijing, China

University of Inner Mongolia(GPA 3.49/4.0) Sep 2013- Jun 2017 Bachelor of Economy in international economy and trade Hohhot, China

Courses: Statistics, Risk management, Intermediate Micro and Macroeconomic analysis, Industry organization

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