junior financial analyst

JIANING (Michelle) CAO

E-mail Address: ************@*******.***; Telephone: 516-***-****

PROFILE

M.S. in Finance with finance internships in banking and investment banking. Strong analytical and computer skills (Bloomberg essentials certification, Excel). Seeking position in finance preferably with a financial institution.

EDUCATION

Hofstra University, Frank G. Zarb School of Business - Hempstead, NY

Master of Science in Finance, Investment Analysis May 2015

Relevant courses: Financial Statement Analysis and Security Valuation, Advanced Statistical Modeling in Finance, Investments, Derivatives, and Fixed Income

Technology and Engineering College of Shenyang University – Shenyang, China

Bachelor of Science in Finance June 2013

Relevant courses: Banking, International Financial Management, Advanced Quantitative Analysis for Managers, Accounting

PROFESSIONAL EXPERIENCES

Finance Intern, HSBC, Shenyang, China February 2013 - March 2013

Generated financial statements using Microsoft Excel, computed annual performance and wrote reports

Helped the financial manager to open business accounts for foreign corporations in domestic banks

Reported taxes to tax bureau and assisted Finance Department

Participated in the recruiting and training programs

Finance Intern, Shenyang Hongtai Investment Co., Ltd, Shenyang, China December 2012 - January 2013

Assisted the portfolio manager in handling daily investment issues

Became familiar with investment procedures

Combined economics principles and practices together to understand how derivative products work

Finance Intern, Bank of Liaoyang, Shenyang, China September 2012 - November 2012

Acquired knowledge of banking products and transactions

Calculated data and input into Microsoft Excel, generated revenue numbers on a quarterly basis.

Participated in conferences and took meeting minutes

Sales Representative, Holiland Bakery, Shenyang, China September 2010 – June 2012

FINANCIAL PROJECTS (2013-2015)

Merger Evaluation Performed analysis of Mallinckrodt Pharmaceuticals, which included the company’s economic overview, financial analysis, risks, valuation of the company, consequences of merger with Questcor Pharmaceuticals. Utilized several models to estimate the future performance in order to make a final recommendation.

Statistical Analysis Presented analysis of the correlation between the accounting information and the stock price of the S&P 500 companies. Wrote literature reviews about existing theories. Based on the theories, used Eviews to establish model to evaluate accounting information and to understand the factors, which influence the stock price.

Competitive Analysis (Investments) Used Universal Health Services, BARD and Life Technologies to compare with Mallinckrodt Pharmaceuticals and Questcor Pharmaceuticals to evaluate the health industry’s performance in the United States.

Fixed Income Presented project on surety bonds, which covers the principles, issuers and beneficiaries, bond evaluation and history.

Financial Analysis Wrote paper about Intel as the leading technology company. This integrative paper evaluates the company’s performance, compensation system and legal status. This analysis stressed the reasons for Intel’s success.

LEADERSHIP AND ACTIVITIES

Zarb Women in Business and Lushan Society September 2013-Present

Student Association, Shenyang, China March 2010 - June 2012

Tutor Taught students English and Mathematics March 2011- June 2011

SKILLS

Computer: Bloomberg essentials certification, Eviews, Minitab Microsoft Word, Excel (VBA), PowerPoint, Access

Language: Fluency in Mandarin Chinese and English

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