Sales Marketing

Yitian Lei

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*** * **** **. ***. 20, New York, NY, 10128 312-***-**** **************@*****.***

Education

Illinois Institute of Technology, Chicago, Illinois 08/2009 – 05/2011

Master of Science in Finance

Shenyang University, Shenyang, China 08/2005 – 07/2009

Bachelor of Business in Marketing in International Business College

Experience

IBTRADE, New York, NY 01/2012 - 05/2013

Client Service Associate/Administrative Assistant

• Networked into professional groups, increased company brand exposure, managed business relationships, and

improved product positioning.

• Raised investment capital for CTA funds from retail clients and assisted in their asset allocation.

• Generated sales of newswire services to international FX brokers.

• Maintained CRM database with updated activities, contacts and company information. Updated all

client/investor communications so that all necessary reports are accurate.

• Coordinated client feedback and account information with traders and operations.

• Prepared and customized materials for and co-hosted monthly client strategy update meetings and calls.

• Tracked and produced regular client reports, including portfolio performance reviews.

• Followed up promptly and accurately on existing client requests and further business opportunities with

prospect pipelines.

• Blogged on behalf of the firm covering trading topics such as the impact of news on currencies and

alternative investment.

• Helped develop and update the company website as needed and worked with the marketing department to

keep it current.

• Investigated sophisticated marketing strategies for the firm in the local and Chinese market.

• Massive translation and editing work on financial news articles.

• Ordered/maintained office supplies and marketing materials as needed. Scheduled and assisted internal

meetings/conference calls/catering/calendar management.

Jinrui Futures, Shanghai Security Exchange (SSE), Shanghai, China 03/2009 – 04/2009

Analyst Intern

• Conducted fundamental research on commodities futures and monitored performance in a paper account.

• Developed client management skills while raising investment capital.

• Researched sales confirmation, profit and loss account, in performance guarantee risk measurement and

settlement executive in futures settlement.

Skills

• Communication: native and advanced speaker in Mandarin; fluent in both formal and colloquial English

(strong writing/editing skills); experience with calling and meeting prospective clients; presented to large

audiences.

• Networking: expanded network to hundreds of professionals; befriended high net worth individuals.

• Marketing: keen understanding of sales and marketing process; developed several professional marketing

campaigns.

• Strong quantitative and qualitative reasoning ability: broad education in financial fields and experience

applying concepts in work place.

• Computer: proficient in Microsoft Excel, Outlook, Powerpoint, Word.

• Organizational: self-starter with strong attention to detail and follow-through.

Coursework

Market Risk Management, Valuation and Portfolio Management, Investment Banking, Equity and Equity

Derivative Trading, Financial Statement and Analysis, Statistic Analysis in Finance, Financial Modeling, F/X

& Fixed Income Trading Strategy

Certifications

• Series 3

Awards

• Academic scholarship for academic achievement at Stuart Business College, Illinois Institute of Technology

• Top scholarship at International Business College, Shenyang University

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