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Analytics Financial Modeling Data Analysis

Location:
New York City, NY
Posted:
August 16, 2019

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Resume:

LIYU (LILY) LI

314-***-**** *** W ***th Street, New York, NY 10025 ac93ky@r.postjobfree.com

www.linkedin.com/in/liliyu-lily

EDUCATION

Washington University in St. Louis, MO Jul 2018 - Dec 2019 Master of Science in Finance - Quantitative Finance (STEM)

• GPA: 3.5/4.0; GMAT: 730/800; CFA Level II Candidate Wuhan • University, Member of Wash Wuhan, U CN Finance Club; Member of Wash U Quantitative Finance Club; Fundraiser of Alumni Sep Association 2014 - Jun 2018 Bachelor of Economics

• GPA: 3.7/4.0; Outstanding Graduate Award, Dean's List All Semesters, First-Class Scholarship EXPERIENCE • Outstanding Graduate Thesis published on “Asia-Pacific Economic Review” (CSSCI) in April 2019 Federal Home Loan Bank of New York (FHLBNY), NY May 2019 - Aug 2019 Credit Summer Intern

• Presented intern research project to 20 senior executives on the topic of banking regulation change, competitor and disruptor risk, current trends in the residential mortgage market and future recommendations for FHLB

• Underwrote eligible municipal Letters of Credit (MULOC) for 250+ member institutions by updating calculation used to assess creditworthiness based on members’ financial condition in a fast-paced environment

• Monitored the merger process and assisted in the execution of member M&A through conducting research on merger Washington agreement, University interacting Student internally Investment with Fund, all business MO units to generate account resolution letter for acquirers Jan 2019 - Apr 2019 Equity Research Analyst

• Prepared pitch books for index industry overview section; analyzed industry landscape, key industry trends, revenue sources, competitive environment and comparable public companies; demonstrated the competitive edge

• Gathered data and public information through company marketing materials, public filings, management meetings and earning calls and various other sources; transformed the data into concise analysis

• Built Discounted Cash Flow valuation models based on financial statements projections, and sensitivities analysis; identified Guangfa target Securities, price range Shanghai, for the CN company Oct 2017 - Nov 2017 Equity Research Intern

• Prepared equity research reports on 25 covered listed companies through collecting data from quarterly reports, updating the numbers in draft analysis and valuation model, and summarizing meetings and calls

• Assisted senior analyst in preparing ad-hoc research in a tight deadline; delivered reports and analyses on a timely basis to ensure client deadlines were met

• Produced market update and marketing materials and summarized them in a market information memoranda format; Wanlian delivered Securities, the Guangzhou, memoranda CN to clients for current service and further collaboration Jul 2016 - Sep 2016 Investment Banking Intern

• Assisted in the due diligence process by analyzing reading lists provided by clients, arranging company visits, interviewing senior management team and researching relevant regulations

• Prepared prospectus and other application materials for clients under regulatory and compliance requirement and assisted clients to address identified problems in due diligence to correct information disclosure

• Supported the interaction with supervision department for application check; gained modification feedback from CSRC, COMPETITION amended the document packages, and resubmitted the required materials to meet regulatory criteria Quinnipiac G.A.M.E IX Forum (Global Portfolio Competition), NY Feb 2019 - Mar 2019 Portfolio Analyst - 1st Place

• Researched on a portfolio of 93 companies in 11 industries with 1 million assets under management for Wash U Praxis Investment Fund and won the 1st place of Core Portfolio among 140 participant schools in the competition

• Validated and interpreted financial data with R to analyze portfolio historical cost and returns; interacted with custodian bank SKILLS to AND verify INTERESTS missing numbers, and finalized the analyses with public information and internal meetings

• Programming Skills: Proficient in Python, R for data analysis and portfolio management

• Professional Skills: Advance Microsoft Office (Excel, PowerPoint, Word, Visio); English, Mandarin, Cantonese

• Interests: China Professional Ballet Academy Certificate Holder, Six Flag Pass Holder, Softball Game MVP



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