Yun

(Sherry)

Xie,

MBA,

CFA

Level

II

Candidate

**** ****

Street,

Long

Island

City,

NY

11104

C:

(860 610- 8190

EMAIL:

acwqmr@r.postjobfree.com EDUCATION

University

of

Connecticut

School

of

Business,

Hartford,

CT Master

of

Business

Administration

(MBA),

concentration

in

Finance

Graduated:

May

2016

• Awarded

full

scholarship

based

on

academic

merit

GPA:

3.8/4.0 Nankai

University,

School

of

Economics,

Tianjin,

China Bachelor

of

Economics,

Finance

Graduated:

June

2010

• Reporter

and

interview

host

of

Student’s

Press

Corps

of

the

university’s

TV

Station

GPA:

3.3/4.0 EXPERIENCE

China

Merchants

Bank,

New

York,

NY

(Commercial

Banking) Credit

Risk

Analyst,

Credit

Product

Group

July

2016

-

Present

• Supporting

the

Corporate

Banking

Teams,

Syndications

and

the

Financial

Institutions

Group

throughout

the

entire lending

cycle

• Assisting

the

Relationship

Managers

in

the

credit

application

and

approval

process;

preparing

credit

memos

• Preparing

internal

risk

ratings

using

Moody's

Risk

Analyst

system

• Preparing

industry

research

reports

and

credit

analyses

• Conducting

client

due

diligence

and

analyzing

detailed

corporate

and

financial

information

• Assisting

with

financial

models

in

forecasting

clients’

future

financial

performances Student

Managed

Fund,

UConn

Foundation

Inc.,

Hartford,

CT

(Fund

Management) Fund

Manager

September

2015

–

May

2016

• Managed,

with

an

MBA

team,

$2M

endowment

fund

from

UConn

foundation

• Researched

stocks

among

multi

sectors

including

financial,

consumer

staples

and

consumer

discretionary

• Conducted

stock

valuation

using

Discounted

Cash

Flow

model

and

Multiples

approach

• Prepared

stock

analysis

reports

using

VLIS,

Morningstar,

S&P’s

NetAdvantage

and

Bloomberg;

pitching

selected

stocks to

investment

board

of

advisors

• Selected

portfolio

beat

the

S&P

500

by

1.93%

from

September

22,

2015

to

March

17,

2016

• Awarded

“Best

Analyst

Report”

for

year

2015

-

2016 Stanadyne

LLC,

Windsor,

CT

(Automotive) MBA

Marketing

Associate

June

2015

-

December

2015

• Worked

with

the

company’s

go- to- market

team

to

provide

marketing

support

to

its

global

affiliates

• Developed

a

tradeshow

business

plan

to

market

new

products

and

raise

brand

profile

in

the

international

market

• Conducted

a

competitive

marketing

analysis

of

major

competitors

in

China;

presented

to

the

management

team

• Helped

to

build

a

Chinese

version

website

to

enhance

the

brand

awareness

in

China

• Assisted

with

the

development

of

bilingual

(English

and

Chinese)

marketing

materials

• Assisted

with

the

business

communications

with

customers

and

suppliers

based

in

China Asset

Management

Department,

Bohai

Securities

Co.,

Ltd.,

Beijing,

China

(Investment

Banking)

May

2010

-

June

2013 Product

Manager

Involved

with

each

financial

product's

(Mutual

Funds,

FOFs,

Trusts,

etc.)

entire

life

cycle,

from

conception

to

completion,

to ensure

optimal

sales

results

• Established

and

managed

partnerships

with

commercial

banks,

which

serve

as

distribution

channels;

conducted training

seminars

to

their

financial

advisors

and

motivated

them

to

complete

the

sales

targets

• Conducted

marketing

research

and

data

analysis

to

give

suggestions

on

the

product

design

and

marketing

strategy

• Developed

the

marketing

materials

of

financial

products

and

provided

customer

services

to

investors Significant

Accomplishments

include:

• Independently

established

the

cooperation

with

a

commercial

bank

for

the

launch

of

an

innovative

structured

fund

by successfully

researching

on

the

target

market

and

customizing

the

product

• Led

a

team

to

finish

the

task

of

product

issuance

in

three

provinces

and

significantly

exceeded

the

sales

target

• Exempted

the

incentive

fee

of

fund

issuance

through

successful

negotiation

with

head

of

bank

in

Sichuan

province, which

directly

increased

the

profits

of

whole

department

by

6% ADDITIONAL

INFORMATION

• CFA

Level

II

Candidate

• Bilingual

(English

and

Mandarin)

Contact this candidate