Project Manager Sales

Yuan Zou

**-** **** ******, *** #**F, Sunnyside, NY 11104 • 267-***-**** •***********@*****.***

EDUCATION

Baruch College, Zicklin School of Business New York, NY MS in Quantitative Methods and Modeling

Coursework: Simulation Modeling & Analysis, Applied Regression Analysis (SPSS), Software Tools (SAS)

Temple University, Fox School of Business Philadelphia, PA MS in Finance, GPA: 3.67 February 2013

Coursework: Advanced Financial Accounting, Advanced Corporate Finance, Financial Modeling, Investments, Fixed Income Analysis

South China University of Technology Guangzhou, China Bachelor of Economics in Finance, GPA: 3.39 July 2011

Honors: 3rd Honor Academic Performance Scholarship, Model Student Award (academic performance and leadership)

EXPERIENCE

JP Morgan New York, NY (PT) Risk Controller, Special Credits Group, Corporate & Investment Banking 03/13 - Present

Book and report Debt Previously Contracted portfolio and various other Special Credits Group portfolios by utilizing

different risk infrastructure including CRRT, Exposure Now, Cristal and MaRRS

Perform different scenario analysis such as tenor extension, potential downgrade and upgrade to calculate the allowance

impact in collaboration with front office by applying strong understanding of the Traditional Credit Products

Improve weekly, monthly and quarterly product Profit & Losses management by reconciling P&L calculations to the trader’s

actual daily P&L and posting P&L entries in the internal systems

Enhance senior management review process by performing portfolio analysis and consolidating risk reporting packages

Griffin Financial Group LLC Philadelphia, PA Investment Banking Analyst Intern, China Practice Group 08/12 - 09/12

Collaborated with Mergers & Acquisitions team on potential deals, including buy-side M&A and equity financing

opportunities, by preparing due diligence materials and performing valuation analysis for client presentations

Identified negligent accounting issues and improved valuation models related to a Chinese venture capital firm’s potential

$8M acquisition of an American yogurt company; resulted in successful reduction of purchase price by 60% in negotiations

Examined shareholders list and gathered information for due diligence investigations; researched company strategies,

financial statements, as well as corporate and industry background information for client presentation which led to

increased efficiency

Translated supporting documents between English and Chinese, applying strong understanding of Chinese business process,

accounting standards, and corporate governance to help senior management identify potential deals

Merrill Lynch Bank of America Philadelphia, PA Global Wealth Management Advisory Intern 06/12 - 08/12

Assisted First Vice President in preparing financial plans, reviewing client portfolios, researching investment strategies and

organizing data for client conference calls

Conducted portfolio analysis by creating performance comparison charts between clients’ existing investment products and

index funds, which generated new client referrals

Created a database of over 700 industry articles on financial and economic topics such as portfolio management and asset

allocation for clients, enhancing service quality

HSBC Limited Company Guangzhou, China Intern, Personal Financial Services Department 06/10 - 08/10

Assisted senior sales manager in providing financial planning and asset management consulting services to clients

Promoted to project manager of a major marketing event to popularize HSBC banking products, in collaboration with a

leading home mortgage firm; this increased monthly revenues by 20%

LEADERSHIP/PROFESSIONAL DEVELOPMENT

JP Morgan “Good Works” Volunteer Network & Leadership Business Resources Group, Member 03/13 – Present

Financial Management Association, Community Service Volunteer 09/11 – 02/13

English Popularization Union, Head of Liaison Department/Cross Cultural Activity Leader 09/09 – 09/10

CERTIFICATION & SKILLS

CFA Level 2 Candidate

Computer: MS Office Suite (Excel, Word, PowerPoint, Outlook, Access), Bloomberg, Capital IQ, SQL, SAS, SPSS

Languages: Fluent in English and Mandarin

Contact this candidate