Risk Analysis/Trade Support
Resume:
Sichao (Louis) Liu
**-** **** ******, ********, NY 11373
***********.***@*****.***
EDUCATION
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS, New York, NY 09.2012 – 12.2013
Master of Science, Major in Global Finance, GPA 3.7, GMAT 710
Courses: Financial Statement Analysis; Financial Modeling; VBA; Raising Capital and Investment; Portfolio Management
Awards: Best Performance in Portfolio Management Project
Activities: Fordham Finance Society; PRMIA Volunteer Work
Certifications: CFA Level 3 Candidate; FRM Part 2 Candidate; Bloomberg Essentials
BEIJING UNIVERSITY OF TECHNOLOGY, Beijing, China 09.2008 – 07.2012
Bachelor of Science, Major in Finance, Major GPA 3.8, Total GPA 3.6, Major Ranking 1/52
Courses: Financial Markets; Investment Analysis; Risk Management; Statistics; Calculus; Economics; Accounting
Awards: 1st in University and 20th in Nation in Investment Tournament; Third Prize in Global Management Challenge;
Excellence Award in Financial Analysis Project; Excellent Student Leader
Scholarships: Excellent Student Scholarship; Academics Scholarship; Competition Scholarship
Activities: Academic Group Leader; School Student Union Leader; Volunteer Work
EXPERIENCE
NEW YORK LIFE, New York, NY 01.2015 – Present
Associate, Reporting Analyst
• Worked as part of a team to support investment-reporting system CAMRA, including all of its data, users and functionality.
• Heavy Crystal Reports/SQL/Pivot Table creation, editing and updating for multiple business purposes. Purposes include generating
reports for other teams to create quarterly and annual financial statements, and investment data validation.
• Enhanced and updated monthly processes for better overall efficiency through automation using VBA or consolidation of tasks.
• Understanding of fixed income and cash flow calculations necessary in order to properly support other teams.
JPMORGAN CHASE, Brooklyn, NY 08.2014 – 01.2015
Business Analyst
• Generated metrics reporting for the department, and improved report design. Metrics and reports are published to management team
everyday to oversee the performance for each business line under the department.
• Created macros for metrics. Turned metrics from manual work to automation with one button click, greatly improved the whole
team’s work efficiency. Also built several macros in database and outlook to smooth the team’s workflow.
• Involved in managing a long-term project. Communicated with managers in different business lines to follow up their performance
and draft commentary, and presented to senior management team.
BLOOMBERG, New York, NY 04.2014 – 08.2014
Financial Analyst
• Conducted research for private equity firms; analyzed funds status and strategy, and acquisitions and divestitures for portfolio
companies. Data displayed in the Bloomberg Terminal’s private equity functionality to clients.
• Gathered, organized and analyzed financial data heavily using various functions of Bloomberg Terminal (e.g. NSE, CF, FA, API) and
Excel (e.g. VLOOKUP, Pivot Table).
INDUSTRIAL AND COMMERCIAL BANK OF CHINA, New York, NY 01.2014 – 03.2014
Financial Analyst Intern
• Participated in syndicated loan, draft credit analysis report based on financial statement analysis, comparable company analysis and
risk factor analysis. The loan amount totaling over $3 billion dollars.
• Implemented KYC analysis, risk valuation and period review for financial institution clients globally according to the clients’
information as well as American and ICBC’s compliance and regulation requirements.
• Draft business reports and created PowerPoint slides in order to introduce QFII services and CD products to Investment Banks,
Investment Management Firms and Foundations.
REELIO LABS, New York, NY 09.2013 – 11.2013
Financial Analyst Intern
• Constructed and revised forecasting models of income statement and cash flow statement in different scenarios.
• Tested the sensitivity of variables in the models to obtain key variables in the company.
• Estimated the company’s value and money burn based on forecasting models and comparable company analysis, which are used to
present to investors to raise funds. The firm later successfully raised 1.3 million seed funding.
• Monitored accuracy of accounts payable and accounts receivable using QuickBooks and created monthly closing reports.
ADDITIONAL
Language Skills: Fluent English; Native Mandarin
Computer Skills: Microsoft Office; Bloomberg Terminal; VBA; SQL; Crystal Reports; MATLAB; EViews; SPSS; SAS; SharePoint
Interests: Basketball; Billiards; Tennis; Fitness; Travel
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