Sales Manager
Resume:
Yun
(Sherry)
Xie,
MBA,
CFA
Level
II
Candidate
Street,
Long
Island
City,
NY
11104
C:
(860 610- 8190
EMAIL:
***.***@***.*****.*** 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