Life Insurance Manager

Yifei Zhou

*** ******** ***., ***. *, Harrison, NJ. 07029 +1-414-***-****

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

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Bilingual in Chinese (Mandarin and Dialects) and English

Working experiences across CIB, personal banking, and insurance

Strong background in data analysis and financial analysis

Professional at Excel, Eviews, SPSS, SAS, STATA, Word, ACCESS, and SQL

Financial Modelling: DCF, NPV/IRR/CAP/NOI, VaR, Durations, and Valuation

Models

Econometrics Modelling: ANOVA, Logistic, 2SLS, VAR, ARIMA, GARCH etc.

Dataset: time-series, cross section, panel, etc.

EDUCATION[pic]

Marquette University (Milwaukee, WI) MS in Applied Economics (Financial

Specialization) Aug.2012-Aug.2014

Relevant Coursework: corporate finance, managerial accounting, fixed income

securities, financial econometrics

Project: Macro-econometrics research: Does the Stimulation of FDI on GDP in

China Still Work? (Mar.2014-Jul.2014),

Credit rating analysis (Sprint & Verizon) (Feb.2014-Apr.2014), Econometrics

research on JPY/USD exchange rate (Feb.2013-May 2013), Small Cap

Volatility: An Econometrics research of the Russell 2000's Volatility

(Sep.2012-Dec.2012), and Center Rock Inc. sell side study (Sep.2012-

Dec.2012)

Zhongnan University of Economics and Law (Wuhan, China) BEc in Finance,

Insurance Sep.2008-Jun.2012

Relevant Coursework: securities investment, investment bank theory,

actuarial, accounting theory, financial engineering

Publication: Application of Taobao (the B2C platform of Alibaba) Marketing

Mode in Insurance- based on the comparison with official website mode,

Journal of Chongqing Statistics, 2011, Vol. 9, Pp 30-35

Honor: Academic individual of Zhongnan University (Nov.2011), National

Outstanding Undergraduate Scholarship (Academic Sep.2010 & Moral Sep.2009)

EXPERIENCE [pic]

Industrial and Commercial Bank of China (ICBC) (Chongqing, China)

Corporate Banking Manager Jun.2013-Aug.2013

The # 1 world banks by Tier1 Capital, Top tier Most Valuable Brand of

Global Bank, Best Bank of Asia, Largest Financial Group of China

. Maintained 5 existing clients.

. Accomplished wealth management by monitoring their cash flows.

. Provided loan services of various terms and provided receivable

financing.

. Accomplished due diligence analysis and prepare Know Your Customer (KYC)

reports, accomplished quarter financial statement analysis, risk

assessment, audit report inspection, annual report checking and crediting.

. Participated in an Asset-Backed Security (ABS) R&D process of high-end

product for a nation-wide winery company, and was responsible for modelling

and pricing as well as financial analysis and risk assessing.

. Managed other corporate banking business such as project financing,

foreign exchange remittance, acceptance credit, and mortgage, and assisted

with mortgage assessment.

. Key accomplishment:

- Developed 3 corporate clients and opened wage payments accounts for

them.

- Participated in creating a financial derivative based on cash flows

through POS terminal and firstly promoted this product to a client in

Great Chongqing Area (a two billion Chinese Yuan contract).

Citibank, Department of GCB S&D (Chongqing, China) Personal Banking

Manager Jul.2011-Sep.2011

. Developed customers in sub-branches and made cold calls.

. Wealth management with overseas fund products invested in precious metal,

Treasury bond, and FX derivatives.

. Tracked real-time prices, conducted trend analysis, executed transaction,

and hedged risks.

. Hosted morning meetings, and did presentation over major indices, trend

analyze report, and transaction advice.

. Key accomplishment:

- Opened 5 gold accounts (over 500 thousand Chinese Yuan) and 10 blue

accounts (over 80 thousands Chinese Yuan).

Sino-life Insurance Co. (Chongqing, China) Operating Department Assistant

Jul.2009-Sep.2009

A fastest growing life insurance in China, which now has become one of the

largest insurance companies

. Completed underwriting, crediting, claims assessing, insurance contract

inspecting, risk re-evaluating, and risk assessing system managing.

. Informed the insured of their rights and obligations.

. Tracked payments and completed data entry and database maintenance.

. Key accomplishment:

- Conducted Anti-Money Laundry (AML) analysis.

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