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financial analysis, research

Location:
New York, NY
Salary:
$20-30/hr
Posted:
November 15, 2016

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Resume:

Han Chen

** ***** ****, ***. ***, New York, NY **044

917-***-**** acxibz@r.postjobfree.com

EDUCATION

Fordham University New York, NY

Master of Science (M.S.) in Global Finance

GPA: 3.9/4.0 (Top 10%)

Relevant Courses: Financial Modeling, Risk Management, Advanced Corporate Finance, Hedge Funds, Fixed Income, Futures & Options, Financial Econometrics, Raising Capital

Harvard Business Project: Evaluated case studies on acquisitions by utilizing DCF and comparable company analysis to produce 25 financial models with sensitivity analyses.

IPO Research Project: Analyzed IPO filings to develop research on over 500 Chinese corporations Renmin University of China Beijing, China

Bachelor of Economics in Taxation

GPA: 3.5/4.0; Graduated Outstanding Cadre

Relevant Courses: Advanced Financial Statement Analysis, Money & Banking, Corporate Finance

Awards: Ranked 160th out of 3,465 competitors in BNP Paribas ACE Manager World Business Competition. PROFESSIONAL EXPERIENCE

ZBest Payment New York, NY

Financial Analyst Intern May 2016 – July 2016

Collaborated with lead analysts to evaluate detailed information on customers and business operations and build free cash flow model supporting ZBest’s first funding stage leading to $1.5 million capital raise.

Developed 10 comparable company analyses and researched FinTech sector to develop strategies around new platform launch. Broadway Advance Funding New York, NY

Loan Officer Intern February 2016 – May 2016

Researched online customer database and interacted with over 400 potential customers leading to 7 new client retentions.

Analyzed over 100 financial statements from clients to develop sales strategies by creating comprehensive customer solutions using Broadway’s suite of loan products.

Managed 140 documentation processes including collecting financial statements, tax documents and merchant statements for underwriting department in order to disburse loans. China Securities Co., LTD. Beijing, China

Investment Banking Summer Analyst, M&A May 2015 – August 2015

Evaluated pricing and collected data from WIND to calculate P/E multiples for 7 different IPO and secondary share offerings.

Interacted with over 60 financial institutions to determine levels of interest and investment intentions for each IPO project.

Wrote 12 weekly reports on 11 companies and helped develop presentation materials for 6 roadshows and 3 IPO pricings. Industrial Securities Co., LTD. Beijing, China

Assistant Portfolio Manager Intern June 2013 – September 2013

Utilized stochastic analysis (k-line) to analyze individual stocks and create simulated portfolio which yielded over 15% return.

Researched manufacturing industry for potential investments using quantitative and qualitative analyses leading to recommendation of 16 stocks to clients helping optimize portfolios.

Interacted with over 100 current clients to promote e-bank accounts and helped these clients open stock trading accounts. Citibank China Beijing, China

Financial Advisor Assistant June 2012 – September 2012

Helped financial advisors reach out to potential clients by promoting personal and enterprise management consulting products leading to a RMB 1 million sales project.

Created daily business reports by capturing, maintaining and inputting data using WIND Financial Terminal to provide timely information to financial advisor.

ADDITIONAL INFORMATION

Languages: English (Fluent), Chinese (Native)

Programming Skills: Microsoft Excel, SQL, Java(Basic), VBA, Access, and PowerPoint, IBM SPSS, STATA, Bloomberg, WIND

Interests: Bel Canto singer, Flute, Photography, Drawing (won national prize)



Contact this candidate