Data Scientist, Quantitative Analyst

Jim C. Yin, CFA

** ***** *****, #****

Jersey City, NJ 07310

626-***-**** • ********@*****.***

OBJECTIVE: Seeking a data scientist or quantitative analyst position. Proficient with Python, SQL, R, and

other data analytical tools. Deep industry knowledge of the financial markets with fifteen

years of equity research experience. Superior oral and written communication skills in

conveying investment ideas to a wide range of audience, including executive officers,

portfolio managers, and individual investors.

HIGHLIGHTED ACCOMPLISHMENTS:

• Wall Street Journal's Best on the Street for 2008: #1 analyst in Leisure Goods and

Services by being both positive and negative during volatile markets.

• Achieved significant cost saving by undertaking additional coverage (covering almost 50

companies, compared to the department average of 30).

• Received McGraw-Hill Silver ACE Award 3Q09 for Process Improvement. Developed a

department-wide reporting system, which helped to improve analysts' stock selection by

monitoring their stock performance and alerting them when certain return thresholds have

been reached.

• Earned two McGraw-Hill Bronze ACE Awards in the category of Role Model for

teamwork and proactive contributions to the department.

• Cited by a university professor in an accounting textbook as a sample of clear, concise

writing.

EXPERIENCE:

1/2015 –2/2015 The Data Incubator New York, NY

Fellow

Studied key data mining and analytic skills at The Data Incubator, an intensive seven-week fellowship

that trains scientists and engineers with advanced degrees to work as data scientists and

quantitative analysts. Curriculum included:

• Advanced Python programming with the Python-based ecosystem for mathematics,

science, and engineering: NumPy, SciPy, Scikit-learn, Matplotlib, IPython, and pandas.

• SQL programming language.

• Regular expressions.

• Flask web application framework.

• Probability and Statistics.

• Machine Learning: supervised and unsupervised learning.

• MapReduce, Hadoop, Spark, and other Big Data techniques.

8/2006 –4/2014 S&P Capital IQ New York, NY

Industry Analyst

Covered companies in computer hardware/software, IT services, video games, restaurant, and household

durables industries. Developed detailed financial models, projecting future incomes and cash

flows based on fundamental analysis, macroeconomics factors, meetings with management,

and industry data. Conducted proprietary research, allowing me to make timely sector calls

against prevailing market views.

Wrote research notes and stock reports. Published biannual industry surveys on the computer

data storage, restaurant, and household durables industries, highlighting both the current

environment and long-term secular trends.

Selected as a member of S&P portfolio committee based on superior stock picking

performance and broad knowledge of the equity market. Evaluated and recommended

equities for specific model portfolios, helping most of the portfolios to significantly

outperform their respective benchmarks.

Appeared on CNBC, Bloomberg TV, Fox Business, Nightly Business Report, Reuters, and

BNN, and quoted numerous times on The Wall Street Journal and other printed media

discussing my views about my companies' latest developments.

4/2004 – 5/2006 EKN Financial Services New York, NY

Director of Research

Supervised other analysts, reviewed their work, and oversaw regulatory compliance issues.

Covered companies in computer software and IT services. Talked to management on a

monthly basis. Organized and participated on companies' road shows.

2/2001 – 10/2002 Brean Capital, LLC New York, NY

9/1998 – 12/1999 Senior Analyst

Covered companies in Internet, computer software, and IT services sectors. Evaluated public and private

companies with potential funding needs.

1/2000 – 12/2000 Yin Investments New York, NY

Portfolio Manager

Managed a hedge fund with investments that focused on Internet and technology companies.

EDUCATION: The University of Chicago - Booth School of Business

MBA, with concentrations in Finance and Accounting

University of California, Berkeley

Ph.D., Chemical Engineering

Massachusetts Institute of Technology

S.B., Chemical Engineering

SKILLS: • Proficient with Python, R, and SQL programming languages.

• Expert with Microsoft Excel, Microsoft Access, and Visual Basic.

• Working knowledge of Tableau data visualization software.

• Familiar with LaTeX markup language.

• Financial modeling with projections of incomes, cash flows, and balance sheets.

• Securities analysis and equity valuation.

• Portfolio management.

• Working knowledge of Bloomberg Terminal and Capital IQ analytical tools.

Contact this candidate