Financial Analyst Microsoft Office

Allie Zhao

Cook Pl., Santa Clara, CA, *****

646-***-****

*******@*******.***

EDUCATION

Fordham University, Gabelli School of Business New York, NY MS, Global Finance, Graduation Feb. 2017, GPA 3.6

• Coursework: Financial Modeling, Corporate Finance, Econometrics, Statistics

• Research Assistant: Fordham University, Prof. Wang, Global Finance Built and maintain a database of financing history of 2000+ companies Conducted the research of 2000+ A share and China concept stock companies

• Project: Tiffany’s financial model. Used the data from past three years Financial Statement, created FS and DCF models, and performed FP&A, CF projections, and sensitivity analyses Hefei University of Technology Hefei, China

BS, Finance, June 2015, GPA 3.5

• Honors: Distinguished top 5% of Graduates, Outstanding Student Leaders, Top 5 Student Unions Award

• Leadership: President, Student Union of School of Economics Providence University

Exchange Program, Finance, Sep.13-Jan.14, GPA 3.6

Taichung, China

EXPERIENCE

Financial Analyst Intern New York, NY

GMBP Capital (Hedge Fund)

• Built databases with the coding team and used MySQL and Python to manage financial data

• Extracted and analyzed financial data and prepared weekly GMBP performance reports

• Prepared documents for roadshow, presentations, marketing and did video post-production

• Quantified fundamental stock research factors, set assessment criteria to automate processes 7/2016-1/2017

Research Intern New York, NY

Visionary Access (Venture Capital & Private Equity)

• Researched 300+ investors for their focuses and interests and matched with current clients

• Analyzed investors’ profile and conducted multimedia marketing and coordinated meetings

• Assisted with recruiting processes, trained new interns and compiled team process manuals 3-7/2016

Financial Analyst Intern

Shantui Construction Machinery Co. Credit Management & Securities Department Jining, China

6-8/2014

• Analyzed and summarized data of proxy companies and created reports and presentations

• Contacted customers for feedback to investigate customer satisfaction and report any issues

• Collected bills of exchange and bank transfer documents and input data in the ERP system Wealth Manager Assistant

China Construction Bank

Jining, China

1-3/2014

• Contacted 400+ long-term clients to follow-up and to announce new financial products

• Introduced financial products to 40+ clients at the branch and prepared documents for them

• Input data in the CRM system. Updated announcement of financial products and gold prices ADDITIONAL

• Skills: Advanced Excel, Microsoft Office. Proficient in Salesforce.com, SQL, ERP, Bloomberg

• Certification: CFA Level 1 Candidate, 6/2017, BMC

• Language: Fluent in English and Chinese (Mandarin)

• Interests: Chinese painting, swimming, dancing, hiking, skiing, skating, playing badminton and travel

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