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financial analyst

Location:
Syracuse, NY
Posted:
January 25, 2016

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Original resume on Jobvertise

Resume:

Education

Syracuse University, Martin J. Whitman School of Management

Syracuse, NY

Master of Science in Finance (GPA: 3.5/4.0)

May 2016

Northwestern Polytechnical University (NWPU)

Xi'an, China

Bachelor of Science in Business Administration (GPA: 3.3/4.0)

June 2014

. 2010-2013 Merit Student and First-class Scholarship, Wu Yajun National

Scholarship

. Project leader of The national college students' innovative experimental

project. Rated as national excellent research project and gained ?20000

from national scientific research funds

. 2012 Certificate of Accounting Professional

University of Vaasa

Vaasa, Finland

Exchange student for International Business

August 2012-December 2012

Related Experience

Texas Atlantic Capital LP

Houston, TX

Financial Analyst Intern

May 2015-August 2015

. Created an Excel VBA model for an overview of 11 portfolio companies'

current investment conditions highlighting the capitalization table,

sensitivity analysis, IRR distribution charts and portfolio summary of

the company sorted by 4 different funds

. Developed investment due diligence process forms for 6 new investments

and utilized WSGR Term Sheet generator to create term sheets for high-

level analysis of liquidation preference, pro-rata rights, price per

share and voting rights

. Researched and analyzed VC and startup market, and modified fundraising

presentation

. Joined in 11 partner calls and 3 portfolio company monthly investors

update calls, writing summaries of their KPIs including revenue,

contribution margin and burn rate

Teaching Assistant

Syracuse, NY

FIN301-Essentials of Finance, Professor Roger Koppl, Syracuse University

September 2014-Present

. Kept an attendance roster solely in two FIN 301 classes twice a week on

each class, collected data in spreadsheets and sent them to professor

twice a week

. Provide tutoring to 85 finance students 3 times a week and monitor exams

for midterms and finals

Research Assistant

Xi'an, China

School of management, Northwestern Polytechnical University

December 2013-June 2014

. Interviewed 30 high-tech companies and surveyed over 500 high-tech

employees to investigate their satisfactory rate

. Organized data, computed factor analysis to find main influencing factor

using SPSS and developed report ahead of deadlines

Xi'an Hai Chuan Investment & Consulting Co. Ltd

Xi'an, China

Student Intern of Risk Control Department

June 2013-August 2013

. Collected stocks data, compiled them in spreadsheets and sent them to

senior manager daily

. Learned principles of investment, assisted stock portfolio manager to

determine portfolio weights based on analytical method

Leadership and Activities

2015 Chicago Quantitative Alliance Investment Challenge-Syracuse University

Team Syracuse, NY

. Conducted stock selection and portfolio management based on equity

research and quantitative analysis 2014-2015

Volunteer of "Sunshine Project" and Assistant for International Students

Xi'an, China

. Taught English in poverty mountainous area such as Dongda Village for

local primary school students 2010-2013

. Obliged to tutor Chinese for international students and helped them to

solve problems in their life

Participated in Mathematical Contest in Modeling, NWPU

Xi'an, China

. Analyzed the relationship between international crude oil prices and

refined oil prices through correlation function 2012

. Used mathematical modeling method to put forward "More Reasonable"

refined oil pricing mechanism and tested the model through the price

trend in 2012

Awards

. 2013 Excellence Award of the Third Session of National College Students'

Market Research and Analytical Skills Contest

. 2012 First Prize of CCTV "Star of Outlook" English talent competition,

Shaanxi Division

Skills

. Technical Skills: Proficient in Microsoft Office (Word, Excel,

PowerPoint, Access); SPSS; VBA; R language; Bloomberg

. Certificate: 2014 Bloomberg Essentials (Fixed Income/Equity/Commodity/

FX)



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