Management Manager

TONG (BUD) WU

* ******* **. ****@******.***

Worcester, MA 01610 508-***-****

KEY COMPETENCIES

• Project Management Marketing Management

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• Financial Statement Preparation Management Consulting

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• Account Development Website Editing

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EDUCATION

CLARK UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT Worcester, MA

Master of Science in Finance Expected May 2014

• CFA Level 2 Candidate Expected June 2014

HENAN UNIVERSITY Kaifeng, China

Bachelor of Science in Finance July 2012

• Received the “Merit Award” for college debate, 2011 and 2012

• Awarded a scholarship in 2011 and 2012

PROFESSIONAL SKILLS

Corporate Finance Analysis- Compared financial ratios between a target company and its peer groups; applied the DuPont

Model to determine the potential problems affecting ROE; applied discounted cash flow method and discounted payback

period method to evaluate the NPV of projects and combined the P/E ratio with comparative multiples to assess the value

of a company

Econometric and Computational Analysis – Constructed a model based on time-series data; determined each coefficient

and tested model; improved model using ARCH and GARCH to remove the heteroskedasticity or residuals; conducted

Monte Carlo simulations on Matlab to forecast future stock prices

Risk Management – Combined options, futures, forward contracts, swaps and other financial derivatives to hedge

portfolio risk in order for abnormal return; used Black-Scholes formula to price options for discovering arbitrage

opportunities in the fixed income market; skillfully replicated options to reduce cost in the real financial market

PROFESSIONAL EXPERIENCE

CLARK UNIVERSITY STUDENT MANAGED ENDOWMENT PORTFOLIO Worcester, MA

Research/ Investment Analyst January 2014-Present

• Serve as a manager with full responsibility for the strategic investing and development of the student managed

portfolio with assets of $100,000

• Direct Information Technology sector of the fund; specifically evaluating financial planning and analysis of Google

• Use top-down approach and bottom-up approach used to value the financial portfolio

• Report monthly performance attribution and capital market analysis

• Recommended adding Facebook into the portfolio

BANK OF CHINA Zhengzhou China

Administrative Intern June 2013-August 2013

• Assisted clients with documentation: letters of credit, bills of landing, insurance policies, and commercial invoices

• Developed procedures and prepared financial statements for the weekly meetings of management, regulatory

authorities and external auditors

CHINA CITIC BANK Zhengzhou China

Sales Intern June 2010-September 2010

• Launched customer-driven marketing programs to expand market penetration and key account base

• Delivered oral presentations to prospective clients outlining various financial services, including debit cards, credit

cards and commercial papers

SKILLS

Computer -Technically proficient in Microsoft Office (MS Word, Excel, PowerPoint), Matlab and Bloomberg

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