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Financial Data Analyst

Location:
Rego Park, NY, 11374
Posted:
April 17, 2017

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Resume:

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



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