Customer Service Manager

Yijing Zhou

*** ***** **, *******, ** ***** Cell: 917-***-**** ****.******@*******.*** www.linkedin.com/in/yijingz EDUCATION

Bentley University--McCallum Graduate School of Business, Waltham, MA Master of Science in Information Technology, candidate 12/15 Advanced Graduate Certificate in Business Analytics, candidate 12/15 Master of Science in Finance 5/14

Shanxi University of Finance and Economics, Shanxi, China Bachelor of Business Major: Public Finance 6/12

TECHNICAL SKILLS

Programming Language: Java, Oracle SQL, SAS

Data Analytics/Data Mining: SPSS, R

Reporting Tools: SAP Business Objects

Visualization: UML, SAP Lumira, Visio

Application: MS Office Suite (Excel, Word, PowerPoint), FTS, FactSet, Bloomberg, Morningstar CERTIFICATION

CFA Level I 1/14

Certified Financial Planning Assistant Issued by Ministry of Human Resources and Social Security, China 1/10 PROFESSIONAL EXPERIENCE

Insurance Lords, Allston, MA

Financial Analysis Associate, Intern 10/15 current

Performed income analysis and expense analysis

Processed 2014 commission payouts for different insurance agents in less than one month UReserv, Boston, MA

Account Executive Summer Intern 7/14 8/14

Helped the existing customers to solve the problems in their daily operations through video meetings and on-site meetings

Developed new customer relationship through the presentation and demo displays China Development Bank, Beijing, China

Risk Manager Assistant Intern 6/11 8/11

Assisted in the planning and preparing of meetings, taking conference notes and documents

Provided word-processing and secretarial support for risk manager Bank of China, Taiyuan, China

Student Customer Service Center Representative (On-campus) 9/10 5/11

Provided advising services to students and supported the branch marketing team in designing the students questionnaires ACADEMIC PROJECTS

UML System Analysis and Design Project 2/15 5/15

Helped a mock telecommunication company to refine the cable delivery system and improve customer experience through a deliberate system analysis including one domain model, 5 fully-dressed use cases, 5 use case diagrams, 2 system sequence diagrams, 1 activity diagram and 2 state machine diagrams

Visualized the system design using UML Object-oriented modeling methodology through a 2 design sequence diagram and 2 design class diagram

SQL Database Management and Modeling Project 9/14 12/14

Built an entity relationship model and LDM based on an organization’s business interests and needs

Created 17 tables based on the LDM

Cleaned 12 original data files, figured out the missing data and inserted the data into tables

Created views and formatted reports in the Access FactSet Universal Screening and Alpha Testing Project 9/13 11/13

Decided the investment thesis: value stocks having modest growth rate and price momentum can outperform the market

Created 5 screening factors: modified PEG, 5yr annualized earning growth rate, free cash flow/sales, trailing 12-Mo sales, and average daily trading volume

Tested the investment thesis through monthly back-test analysis using metrics that include IC, IR, hit rate and turnover rate

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