Microsoft Office Financial

Tian Lan

** ******** ** *** ***, Waltham, MA, ***52; Cell: +1-781-***-****; Email: acxn7m@r.postjobfree.com EDUCATION

Bentley University (GPA:3.43) 09/2014 – 05/2016

Major: Master of Science in Finance; CFA Candidate Waltham, MA Core Courses: Corporate Finance; Advanced Portfolio; Fixed Income; Derivatives; Equity Valuation University of Shanghai for Science and Technology (Bachelor) 09/2008 - 07/2012 Major: Packing Engineering & International Economics (Dual-major) Shanghai, China PROFESSIONAL EXPERIENCE

Sinolink Securities CO., LTD (Self-Assets Management) Shanghai, China Intern (Investment Analyst) 06/2015 - 09/2015

● Processed plenty of Excel work such as optimization with solver, calculation with kinds of functions and data table, valuation model construction and data screening and sorting

● Applied proprietary trading strategy in managing company owned capital, including technical analysis, fundamental analysis, and quantitative analysis to construct active portfolio, as well as hedge strategy and arbitrage

● Conducted arbitrage opportunities and operated arbitrage trading in futures market by detecting Basis and Carry, including both bullish strategy and bearish strategy, as well as arbitrage in structure fund – the net value of which changes after the split

● Cooperated with industry researchers in constructing portfolio by capturing stocks within the heating industry and with an appropriate Beta, then finding impressive alpha by technical analysis such as moving average, wave and price structure, and many other indicators

Citibank Shanghai, China

Citigold Associate - Full time (Financial Advisor) 09/2012 - 07/2013

● Constructed business models for forecasting and valuation based on kinds of financial statements and DCF models; Developed a valuation report with models and ratio analysis then concluded suggestion to clients for financial purpose

● Recommended financial products or optimal investment opportunities to clients considering fixed income product, insurance and global funds by analyzing clients’ financial position and risk preferences

● Built customer base through workshops, referrals from friends and cold calls and successfully expanded the customer base by 30%

● Developed outstanding customer relationship by following up with clients with the most recent market information and invest- ment advice on a weekly basis, and prepared them for the market strategy meeting and golden(VIP) clients’ communication activities

Fortune Forever Kunming, China

Intern (Financial Advisor) 08/2012 - 09/2012

● Conducted research on investment products offered by trust funds and banks and selected the optimal products

● Developed new clients and helped clients manage their assets to be appreciated by cold call or pitching a booth Guoyuan Securities CO., LTD Shanghai, China

Intern of underwriting and sponsorship brunch 10/2011 - 01/2012

● Helped with the entire IPO process and underwriting

● Visited corporate clients and participated the due diligence research including filling application materials and providing spon- sor documents

PROJECT EXPERIENCE

● Valuation of Valspar Corporation (Proforma Forecasting, Financial Modeling, Ratio Analysis, DCF and Valuation)

● Portfolio Construction (ETFs, Forex, Stock selecting, Universal Screening, Estimating factor model, and Treynor-Black Port- folio Construction)

SOCIAL ACTIVITIES & VOLUNTEER EXPERIENCE

● Team leader of Citibank China’s Talent program 01/2011

● Member in College Basketball team 2009

HONORS AND CERTIFICATION

● Prize of the University Merit-Based Scholarship; 2008,2009,2010

● Certificate of Financial modeling 2016

SKILLS

● Advanced ability in manipulating Excel with using solver, pivot tables, lookup functions, filters, and named ranges, and also many other tools; Proficient user of SQL, SAS, Microsoft Office, FactSet, Bloomberg and Quickbooks.

● Professional in technical analysis for securities market; accurate forecasting market movements by using Wave Theory, Dow Theory, Moving Average, Trend Line and candle chart structure.

● Lots of trading experience in stock, forex, commodity, fixed income, derivatives and any other markets with margin, with a total investment return of roughly 50% per year.

PERSONAL COMPETITIVE ACHIEVEMENT & EXPERIENCE

● From 2009 to 2014, in spite of losses and gains in security market during my early investment life, I perform very well in kinds of security market, and pay my graduate tuition later (approximately $50,000) from the original principle of $16,000

● July 2015, I wonderfully performed in slumping Chinese stock market from an approximate $30,000 principle to nearly $55,000 in two months

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