Risk Management Corporate Finance

EDUCATION

Yan (Colin) Sun

New York, NY ************@*****.*** 626-***-****

www.Linkedin.com/in/ColinSun607

Baruch College/CUNY, Zicklin School of Business New York, NY MS in Quantitative Methods and Modeling 06/2021

• GPA: 3.74

• Major Coursework: Information System & Mathematics & Risk Management & Statistics & Business Analytic & Operation Research

University of Central Florida Orlando, FL BS in Finance 12/2018

• GPA: 3.64

• Major Coursework: Financial Statement Analysis & Portfolio Management & Fixed Income & Economics & Financial Derivatives & Corporate Finance & Equity and Capital Market SKILLS

• Computer: Bloomberg, Excel, SQL, Tableau

• Language: English, Mandarin Chinese

• Fun Facts and Interests: Former Athlete, History

• Modeling: Structured Credit Waterfall, DCF, LBO, Three-Statements Analysis EXPERIENCE

Moody’s Investors Service New York, NY Associate Analyst (Structured Finance) 10/2021-Present

• Performed credit analysis to support BSL CLO, SME CLO, CBO, TruPS, and Project Finance CDO ratings, research, analytical outreach, and presentations.

• Supported credit monitoring/surveillance of issuers by preparing data for surveillance, updated preliminary components of analysis, initiated/escalated deeper credit reviews, and led the rating committees.

• Supported Corporate Finance Group on providing Credit Estimates. Analyzed Middle Market high yield corporate loans and bonds, assigned recovery rates for the facilities.

• Prepared financial spreadsheets and charts, analyzed data and financial statements, modeled the CLO Waterfall, analyzed model outputs, optimized tools, and wrote analytical commentary in accordance with Moody’s methodologies.

• Identified trends in data and used analytical ability and applied judgment to form well thought out credit conclusions. Summit Mortgage Bankers, INC Flushing, NY Loan Processor Internship 10/2020-02/2021

• Provided support to loan officer and underwriter teams by ensuring the timely, judicious, and accurate processing of more than thirty mortgages’ applications.

• Reviewed and verified borrowers’ income, credit reports, employment histories, property appraisals and title insurance information to prepare loan applications for underwriting submittal.

• Ensured compliance with company policies, underwriting guidelines, and lending-program requirements. Processed and closed thirteen applications during a three-month internship. T-swirl Distribution LLC Astoria, NY Administration Management Specialist 06/2019-03/2020

• Managed more than twenty franchisees among in US and Canada.

• Guided franchisees on their debt borrowing strategy to increase operation efficiency and cash flow liquidity. Help more than five franchisees obtain SBA loans.

• Extended four new franchisees stores in US, one in Canada.

• Monitored sales strategies, boosted revenues and Instagram followers.

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