Steve Yichen Sun
**** ***** ***, **** ******, NY 11554
Phone: 516-***-****
Email: ******@*****.***
EDUCATION
Hofstra University Hempstead, NY 2011-2013
Degree: Master of Science in Finance
Grade point average 3.3/4.0
WORKING EXPERIENCE
Acquisition Analyst at Strategic Capital Solutions
April 2014 - December 2014
Review/ Underwriting financial Modeling for Commercial Real Estate Investment
Underwriting for Commercial Real Estate Loan request in over $100 million in total
amount
Experience in both debt and equity transactions. Multifamily, Office, Hotel and Retail
analysis.
Proficient in discounted cash flow, equity and JV waterfall promote structures.
Prepare investment memorandums, market studies, financial statement analysis and
lease analysis.
Extract information from financial statements and real estate contracts such as lease,
partnership agreements and management contracts.
Financial Analyst at Dragon Gate Investment Partners
September 2013 - March 2014
Produce research report on Internet Finance preparing annual budget Oversees
financial planning and prepares leaders for review with executive management team
Estimating fiscal impact of management decisions Identifying and recommending
solutions to operational issues with fiscal impact Preparing technical and programmatic
budgetary exercises with minimal supervision. Assisting in the preparation and review of
the quarterly expense, revenue, and capital financial plans as needed monitor the
Company’s annual, expense, revenue and capital budget.
Intern Analyst at Asset Management Association of China
June 2012 - September 2012
Got Recommendation Letter by the vice president of Asset Management Association of
China Performed
data collecting Conducted large database research and analysis Record the conference
and meeting as hardcopies Produce Excel spreedsheets Assist to forecast and analyze
economy index Assist to research policies
Local Cooperation Intern Analyst at Standard Chartered Bank
July 2010 - September 2010
Performed data collecting • Reviewed accounting books and financial statements •
Produce Excel spreedsheet
Assisted in consolidating, reporting and analyzing annual data and monthly forecasts
Special Skills
Experience Commercial Real Estate professional. Ms in Finance
graduate with great passion of communicating with different people;
Taking Financial Major course such as Derivatives, Technical Analysis,
Fixed Income, Investments, etc; Proven ability in financial analysis;
Excellent skills of Analysis software as Bloomberg, Matlab, Microsoft
Access, VBA, Excel, Word and EVIEWS; Native speaker of Mandarin,
fluent In English, some knowledge of French. Then, I am willing to
travel if necessary.