Zheng Fei
**** ******** ********, **** ****, NY *1374
E-mail: ******.********@*****.*** Mobile: 626-***-****
SUMMARY
A self-motivated Financial and Data Analyst with in-depth knowledge of Financial Data Analysis, Financial Modeling, Fundamental Analysis and Programming. Experience with advanced level of MS Excel functions (such as Macros, PivotTable, V-lookup) and programming experience with R, Python, SQL, SAS, SPSS. A Team player with strong analytical, interpersonal, communication and problem-solving skills. Ability to handle simultaneous projects, meet critical deadlines and timely execution of several projects
SKILLS
Advanced Skills : Excel/VBA Macro, V-lookup, Pivot Table, SQL and Python(numpy, pandas, seaborn)
Statistic Software: SAS, Matlab, R, Stata and SPSS
CFA Level 2 Candidate
EDUCATION
University of Connecticut Stamford, CT
MS in Financial Risk Management Sep. 2014-May. 2016
Core Courses: Financial Risk Modeling & Programming, Financial Risk Management, SQL, Python, R, VBA
Guangzhou University Guangzhou, China
BS in Applied Mathematics (Financial Direction) Sep. 2009-Jun. 2013
Core Courses: Mathematical Analysis, Finance, C Language, Statistics, Financial Engineering, Matlab
PROFESSIONAL EXPERIENCE
Arthance New York, NY
Intern, Research Analyst July. 2015-Dec. 2015
Research factors that asset owners such as insurance companies and wealth funds employ in identifying, managing and mitigating ESG related risks while identifying and monitoring fund managers
Collected financial data from Bloomberg, developed multifactor models to investigate the relationship between the ESG factors and corporate performance with SPSS
Conducted fundamental research by reviewing the 10Ks, 10Qs and other SEC documents, prepared financial reports and calculated multiples such as price-to-earnings ratio (P/E), price-to-book ratio (P/B), price-to-sales ratio (P/S), etc. analyzed implications of fundamental industry developments for coverage, multiple and turnover
Haitong Securities Company China
Intern, Financial Analyst Jan. 2013-July. 2014
Programmed custom SQL scripts to extract and deliver client data
Utilized V-lookup, VBA Macro and Pivot Tables to manipulate and visualized client data
Identified investment opportunities and advised portfolio managers
China Galaxy Securities China
Intern, Data Analyst May. 2012-Nov. 2012
Programmed custom SQL scripts to extract and deliver client data
Compiled and validated data to assist business development team in acquiring new clients
Utilized advanced Excel functions, Macros, V-Lookup, and Pivot Tables to generate spreadsheets
Mined data and developed reports used by VP to make key decisions
RESEARCH PROJECT
Stock Market Analysis (Python) Mar. 2016
Used pandas to import stock price from financial database, calculated mean, standard deviation, variance of the data, conducted correlation analysis among different stocks and visualized the correlations by using Seaborn, performed risk analysis such as calculate 99% VAR, predicted future stock price through a Monte-Carlo method
Financial Modeling & Equity Valuation (VBA) Mar. 2016
Performed valuation analysis using Discounted Cash Flow model, Dividend Discount model, Comparable Company model and other valuation models; updated financial models and improved upon existing models through Excel
Portfolio Evaluation with a stock & bond bundle (R) Oct. 2015
Generated a portfolio evaluator based on Gordon Growth Model and Present Value Approach to automatically collect price data from API and calculated the expected value and return of a stock & bond bundle
ACTIVITIES & LEADERSHIP
Team leader of Youth Volunteers Association, served as a volunteer of technology support in the 16th Asian Games, and coordinated volunteer activities and scheduled volunteer management Jul. 2010-Aug. 2010
Team leader of Debate Team, organized debate competition, assigned tasks to team members, trained new members and coordinated the relationship between team members Sep. 2009-Jun. 2010