Analyst Management

FIONA NGUYEN

*** * **** **, ***, New York, NY ***16 ************@****.*** 916-***-****

QUALIFICATIONS

A recent MBA graduate (Dec 2013) and CFA level II candidate (June 2014) with formal credit training and 3

years of experience in corporate lending, leveraged finance transactions and counterparty credit risk.

PROFESSIONAL EXPERIENCE

MIZUHO BANK USA, New York, NY Jan 2014 – present

Research Analyst – Equity Research

• Assist senior analysts in building and analyzing financial models with forecasts for a portfolio of 10 stocks

in Telecom Equipment sector.

• Undertake fundamental research and conduct competitive assessments for coverage initiations.

• Perform write-ups on earnings reports and key industry events for use in distribution reports to clients.

STATE STREET BANK & TRUST, Boston, MA Jan 2013 – Jun 2013

Credit Risk Analyst – Corporate Residency, Financial Institutions Risk Management

• Performed annual reviews/credit analyses and sought approvals for financial institutions, sovereign and

municipal counterparties.

• Monitored active FX exposure and limits corresponding to credit approval.

• Performed risk ratings on global and U.S. banks, sovereigns, municipalities, insurance companies,

brokers/dealers, and corporations using internal scorecard and model.

• Produced written summaries on major developments in the capital markets for inclusion in weekly reports

to senior management.

CIFC ASSET MANAGEMENT, New York, NY Jun 2012 – Dec 2012

Credit Analyst – Corporate Residency, Leveraged Loan Investment Research

• Performed due diligence on investment opportunities, including credit summary reports, financial models,

sensitivity analyses and industry research in Healthcare, Technology, and Diversified Industrials sectors.

• Presented initial credit reports to investment committee for consideration.

• Provided ad-hoc support related to credit documentation (amendments & waivers), portfolio summary

reports and other portfolio review projects.

• Received outstanding reviews and feedback from Head of Investment Research and colleagues.

ANZ BANKING GROUP, Ho Chi Minh City, Vietnam Aug 2009 – Mar 2011

Credit Administrator, Corporate and Institutional Banking

• Liaised with in-house and/or external counsel to originate credit agreements/amendments for MNC

borrowers, mainly importers and exporters in agriculture, textile and seafood industries.

• Monitored covenant compliance and annual credit reviews for a portfolio of 80 borrowers.

• Maintained dialog with credit coverage team through weekly reports to ensure timely credit approvals.

EDUCATION

NORTHEASTERN UNIVERSITY, Boston, MA Sep 2011 – Dec 2013

Master of Business Administration degree, Finance - MBA Achiever Scholarship

Relevant Coursework: Economics, Data Analysis (Statistics), Fixed Income Securities, Valuation & Value

Creation, Investment Analysis, Real Estate Finance, Investment Banking and Capital Markets.

CALIFORNIA STATE UNIVERSITY, Sacramento, CA Sep 2006 – May 2008

B.S degree in Business Administration, Finance with honors – Magna Cum Laude

PROFESSIONAL ACTIVITIES

Junior Analyst at 360 Huntington Fund; Finance Tutor for the Graduate School; Member of Graduate Finance

and Investment Club.

SKILLS & INTERESTS

Fluent in English and Vietnamese.

Proficient in MS Office, Bloomberg Terminal, Capital IQ and FactSet.

Enjoy backpack traveling, playing piano, photography, soccer, beach volleyball.

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