financial analyst, financial modeling

XIAOYI ZHANG

**** ********* **. *** ***, Greenbelt, MD 202-***-**** ******.*****@*******.***.***

EDUCATION

Master of Science in Finance - University of Maryland, College Park, MD

Graduated Spring, 2015

GPA: 3.32

1) Served as the student liaison on both campuses for the Master of Finance Association: hosted a risk management forum, created a job search engine and coordinated alumni networking, organized a large formal graduation celebration

Bachelor of Finance - Jinan University, Guangzhou, China Fall, 2014

Graduated with GPA of 3.82 in the top 10% of class

1)Research assistant for a transnational research project on mergers and acquisitions, performing company research, navigating public company database and SEC filings, analyzing financial statements PROFESSIONAL

EXPERIENCE

Investment Consultant Assistant - CITIC Securities Co., Ltd., Zhejiang Branch Jun.-Aug., 2014

1)Introduced to clients products of margin trading securities, while coordinating asset management plans and mutual funds in compliance with the requirements of the indenture and investor-defined guidelines.

2)was responsible for opening clients’ accounts and investment risk consulting

3)Prepared PPTs for morning meetings, having relevant daily news covered

4)Assisted in maintaining relationship between CITIC and clients, while organizing interaction events

Client Manager Assistant - Pingan Bank, Guangzhou Branch

Jan.-May, 2013

1)Facilitated product promotion of credit revolving loans in 7 wholesale markets in Guangzhou, China, which resulted in a RMB250 million banking deposit to this bank

2)Performed credit compliance test in accordance with deal requirement and department procedure

3)Assisted 20 clients in client accounts opening and credit revolving loans application

4)Maintained a comprehensive client database which used excel pivot tables

LEADERSHIP AND VOLUNTEER EXPERIENCE

Volunteer - Church of Beltsville, Beltsville,

MD Jan.-Aug., 2015

1)Coordinated booklet packing and distribution

Team Member - Hong Kong Business Case Competition

2013 Jul., 2013

1)Collaborated with five team members in performing business analysis of a fund product, constructed valuation models, proposed a business-execution plan for the fund, and won the competition

Leader of Self-exploration Division - ASUS Campus Group

Oct., 2010-2012

1)Founded the ASUS Group at Jinan University in representative of ASUS Co., China, recruited and trained new team members

2)Organized activities such as on-campus computer selling events and reading seminars

Finance Department Manager - “Warm Touch” Volunteer Group

Oct., 2010-2011

1)Transferred donation to organizations, executed budgeting for club activities

2)Educated children with mental disabilities and visited elderly people as a part of the Club’s mission

ADDITIONAL SKILLS

Certifications / Technical: FRM-level 1 Candidate November 2015, CFA December Candidate, Financial Modeling, SAS, SQL, Microsoft Suite, VBA, Pivot table

Skills and Abilities: Excellent interpersonal, leadership, and communication skills; Strong quantitative, analytical, problem-solving, and conceptual ability; exceptional Multi-tasking

Languages: Chinese – fluent, English – good proficiency

Contact this candidate