Customer Service Sales

Jing Zhao

Phone: 570-***-**** Email: ************@*****.***

EDUCATION

The Pennsylvania State University University Park, PA The Smeal College of Business Class of 2015

Bachelor of Science Finance GPA: 3.43 Dean’s List Selected Fluent in English and Mandarin Chinese, conversational Korean Advanced in Excel, MS Office, VBA, basic knowledge of Bloomberg WORK EXPERIENCE

JPMorgan Asset Management Ltd. Shenzhen, China

Mutual Fund Analyst Intern July 2014-August 2014

• Streamlined and maintained a weekly sales forecasting report for senior management team, which analyzes the influences from economic news, regulatory changes and investment trends on fund sales data

• Applied fundamental analysis to analyze top 5 heavyweight equities and their risk/return attributions in 10 most popular fund products to support long-term investing perspectives from senior fund managers

• Worked in sales support teams while coordinating three marketing events that served more than 200 high-net- worth and institutional investors and put together bilingual pitch books for client distribution and circulations China Investment (Tianqi) Futures Ltd. Shenzhen, China Customer Service Intern June 2013-August 2013

• Evaluated clients’ credit ratings according to income, mortgage records, and experience in investing and ensured client awareness of transaction risks from personal financial strength and types of interest in investing

• Investigated transactional issues and provided instantaneous suggestions for clients by communicating with IT office, compliance, business analysts and senior managers

Shenzhen Ronghe Harvest Investment Development Group Shenzhen, China Research Analyst Intern July 2012-August 2012

• Contributed in fundamental analysis through researching and analyzing macroeconomic and company-specific factors for potential M&A to add on to investment decisions from senior managers

• Prepared and presented comparative analysis on residential developers to the executive board to aid in an acquisition proposal as an alternative refinance method

BDO China Shu Lun Pan Certificated Public Accountants LLC Shenzhen, China Audit Intern May 2012-June 2012

• Examined a firm’s financial statements in a team of six to provide audit reports to underwriters of its IPO attempt

• Reviewed government labor union expenses and recommended budget revisions to meet regulatory standards LEADERSHIP & INVOLVEMENT

Penn State Hedge Fund Club University Park, PA

Real Estate Sector September 2014-December 2014

• Conducted weekly market and benchmark research and analysis to find “star” REITs companies to enhance strategies of the real estate sector portfolio according to current market conditions Ascend-Nittany Consulting Group Case Competition University Park, PA Team Captain March 2014

• Achieved “Best Team Synergy” award and led a team of five to identify business challenges and provide business strategies in different scenarios for a hypothetical lemonade stand in New York City Ascend Penn State Chapter University Park, PA

Internal Relation Committee January 2014-May 2014

• Proposed and promoted networking events to better connect members and the executive board

• Collected and discussed event feedback with the executive board to improve membership experience Penn State Hazleton Lion Ambassador Hazleton, PA

Social Media Monitor August 2012-May 2013

• Promoted events on social media and kept track of organizational reputation in local community

• Guided and introduced prospective students to desired academic programs and student life experiences

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