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Financial Analyst

Location:
Houston, TX
Posted:
August 31, 2015

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Resume:

LU LU

**** ******** **, *******, ** ***** Phone: 614-***-**** E-mail: ****@******.***

EDUCATION

Tulane University, A.B. Freeman School of Business New Orleans, LA Master of Finance Minor: Energy GPA: 3.3/4 May 2015 Related courses: Corporate finance, Equity analysis, Investment and Asset pricing, Energy modeling, Valuation Ohio State University, Fisher College of Business Columbus, OH Bachelor of Science in Business Administration May 2014 Major: Finance GPA: 3.6/4

FINANCIAL EXPERIENCE

Bank of China, Internship Wuxi, China

Financial analyst June 2011 to August 2011

Cooperated with multiple parties, such as Tax Bureau, and developed a survey on saving abilities of residents in Wuxi

Reviewed quantitative data in the past, including financial records, legal documents and other documents, to cultivate practical abilities of international accounting journals

Managed and monitored interest rate risk and capital adequacy by using sound asset and liability management practices. Participated actively in loan and deposit pricing strategy Standard Chartered Bank, Internship Nanjing, China Financial advisor May 2013 to July 2013

Raised more extensive and practical knowledge of how bank operates

Established and deepened the relationship with clients by comprehensive marketing skills and promotion of investment products

Achieved client individual investment goals by identifying client needs, analyzing customer information, building plans and making recommendations

PROFESSIONAL EXPERIENCE

Senior Student Tutor, Fisher College of Business, Ohio State University

Tutored junior students in macroeconomic courses and assisted them in solving mathematic problem

Gave regular reports to the school counselors on the recent status of student academic performance Assistant Analyst, Equity Analysis, Freeman Report in Tulane University

Analyzed the past data, quarterly news and policy to adjust the company (Newfield) future trend using the given model

Assisted professors in data analysis with strong skills of MS Excel, and built up new model to forecast operational data and to conduct balance sheet, and provided the result by Excel and PPT SOCIAL ACITIVITY

Volunteer, Shanghai Expo, Shanghai

Developed communicational skills and the patience faced with the questions of worldwide visitors

Recognized and shouldered the responsibility of individual visitor’s tour-guiding Vice president, Liaison department of The Chinese Students and Scholars Society in Ohio State University

Raised funds and connected networking with other Chinese student organizations among different universities

Organized several Chinese traditional soiree, such as Mid-Autumn Festival Party and Spring Festival Gala OTHER SKILLS

Operating Systems: Windows XP/Vista/7, Mac OX

Software: Microsoft Word, Excel, PowerPoint, Access, Publisher



Contact this candidate