LEFEI TAN (Christine)

EDUCATION Email: Address: chrisinetlf@75 Peterborough gmail.com St. Mobile:, Boston, 781-*****-***-MA 9359 Master Bachelor PROFESSIONAL • • • • Cumulative Core Cumulative Core of Course: Course: of Financial Economics Grade Grade Investment Corporate EXPERIENCE Management Point Point and Finance; Average: Average: Finance Portfolio Boston Investment 3.3. Management; Xi’an 8/78/4.4.0 University, 0 Jiao (First (Full Risk tong-Class A/Financial Management; A-Liverpool Boston, ) Honors) Analyst; MA University, Mathematical Financial Jiangsu, and Economics Management China Accounting 2022.2017.9-9-2024.2021.7 1 Financial • • • • • Consultant • ACHIEVEMENTS • • • Financial • • • • • Assisted Conducted Evaluated Evaluated Reviewed Conducted Enhanced Participated solving Awarded Assisted Conducted Evaluated performance, Researched Collaborated Analyst Analyst Intern, sessions, in portfolio intern financial credit potential market customer research preparing in-industry/the in Intern, with Intern, and depth Allegis & digital assigned for indices analyzed TITLES space, managers strategic senior statements orchestrating inventory on analysis retention financial/QSPAC CITIC financial transformation Group, industry of competitive companies researchers fintech over orientation Securities, to Industries, of Suzhou, and by comparable/data and write the 100 and 11% interviews technology purchasing assisted Beverage and partner using competitors up landscape, to projects through China of Hefei, supporting research identify Inc.companies. fundamental with market companies,, for and utilization Los growth China of meticulous and 100+ industry completing FinTech Medical reports to Angeles, analysis materials provide industrial rate candidates, analysis, facilitating and for companies growth Industry, and rate United and critical cost market five for forecasted policies, analysis produced technical listed internal and opportunities effectively providing States accounts insights dynamics and revenue companies, summarized and actively and the analysis strategic tailored about placing receivable growth valuable external analysis to and offer contributed market utilizing and reports potential 12 talent core trend valuable insights audits using drafted professionals. analysis. business trends solutions. for data for Excel. for threats. to next for 3 daily insights. discussions from 3rd leading and investment aspects, quarter. quarter reports. potential Wind fintech financial and of and 2023.2021.2020.decisions. 2023. opportunities. Bloomberg. companies. problem- 7-6-5-2023.2021.2020.9 9 12 University-Outstanding • CO-• • Director • CURRICULAR Received Led Recognized Managed of large-level the Volunteer recognition scale and Youth Merit for led volunteer ACTIVITIES academic Volunteer the Student of from volunteer the activities performance, Year city Association government & activities PROJECTS in urban, dedication of for organization community, community to the and of community, service ~500+ campus efforts. scale; and settings. Participated participation in in 20+ volunteer volunteer activities. activities. 2019.2018.2018.10 9 3 JPMorgan • • • • Financial • • • • CERTIFICATIONS Analyzed Prepared EBITDA Built Evaluated Wrote Analyzed company's Sorted Analyzed reasons Analysis the Chase a out margin for full DCF the a Pop financial the the revenue company changes. 17-Virtual likelihood model financial Mart’s & supply page and Industry data sources net Investment to business overview business and estimate impact and of profit demand 5 Research and operation target analysis margin) model of including the cost Banking supply companies in company's structure Skills of the from report and providing chain basic industry Program an Project 4 perspectives: and for indicative interruption information by financial client consulting blind learnt and estimated box acquisitions performance valuation. the on and earnings, toys basic the the bidding to prospectus the company, framework consumers from market debt in dynamics 2018-a service, strategic its (size 300+ and 2019 through ownership of and common operation pages the and and compared retail trendy forecast financial in structure, tools total)and channels, toy for revised performance growth . perspective. industry analyzing key sorted financials data and in analyzed with the out 2023.2021.companies. in 2020. next the (initial including 5-1-2023.2021.5 the years. data. 6 3 TECHNICAL • • • The CPA CFA Securities Australia: (Chartered SKILLS Ethics Qualification Financial and Governance; Analyst) Certificates, LEVEL Strategic China I Management Accounting 2021.2022.2022.10 11 5

• • Proficient Understand in SQL; Microsoft Python; Office ERP/(Word/SAP system; PowerPoint/ Power Excel)BI. ; R Studio; MATLAB; Stata; Wind; Bloomberg.