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Data Analyst and Financial Analyst

New York City, NY
January 02, 2020

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• 2 years of experience as Data Mining, Data Analysis, Data Validation, Predictive modeling, Data Visualization

• Data modelling skilled in interpreting and analyzing data. Proficiency in all aspects of advanced Excel

• Experienced in preparing detailed documents and reporting while managing complex internal and external data analysis responsibilities

• Excellent documentation, communication, interpersonal and customer service skills EDUCATION

FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS New York, NY MS, Applied Statistics and Decision Making 2018-2019 Relevant courses: Financial Modeling, Data Mining for Business, Database Management, Data Visualization UNIVERSITY OF CALIFORNIA, SANTA BARBARA Santa Barbara, CA BS, Financial Mathematics and Statistics 2014-2018 PROFESSIONAL EXPERIENCE

ALLIED MILLENNIAL PARTNERS, LLC, New York Financial Analyst Intern, 5/2019-7/2019

• Prepared marketing materials, collected data and news from Yahoo Finance, Wall Street Journal and Finviz, analyzed and visualized data by Excel

• Analyzed target companies’ performance focus on energy and retail industries, reviewed financial statements and identified key indicators from 10-Q and 10-K, wrote research reports and presented to senior financial analyst

• Predicted the prices for target companies, completed DCF model, wrote research reports and presented to senior financial analyst to recommend actions of investment

INDUSTRIAL SECURITIES CO. LTD, Beijing Intern, 10/2017-12/2017

• Assisted department chief with various tasks including monitoring market performance, performing daily risk analysis across multiple funds, and developing client strategies

• Published detailed portfolio reports on market performance and outlook as well as stock justifications for companies with the fund for clients on a weekly basis

• Developed close working relationships with clients and assisted in providing relevant marketing & research materials BANK OF AMERICA, Beijing

Intern, Service, Fulfillment and Operations Department Intern, 07/2016-09/2016

• Coordinated with cross functional teams globally to collect and review clients' data for Cash Management products

• Participated in upgrading BOA Anti-Money Laundry system responsible for testing and monitoring the security

• Managed relevant reports on balance of payments statistics using analytical tools

• Arranged and organized the validation process of client receipts on a daily basis PROJECTS EXPERIENCE

Portfolio Optimization Winter 2018

• Optimized a portfolio composed of two ETFs: US equity follows S&P 500 and fixed income market tracks long-term US Treasury bonds using R studio to construct time series plot of projected returns

• Be responsible to build and maintain well-managed data solutions and delivered capabilities to tackle business problems

• Gathered all the data that is required from multiple data sources and created datasets that will be used in analysis

• Computed returns for both assets, created visualization to analyze risk, implemented techniques to determine portfolio weights and gauged quality of portfolio returns via Sharpe ratio to evaluate projected portfolio performance Chocolate Consumption versus Nobel Laureates Fall 2018

• Developed multiple linear regression models using R and obtained optimized model to predict number of Nobel laureates

• Conducted data cleaning, calculated summary statistics, created visualization to identify features in data set

• Implemented statistical analysis to check regression assumptions and conducted hypothesis test

• Interpreted, translated and communicated data into meaningful informatics TECHNICAL SKILLS

• Technical: Excel, Word, Power Point, R, SAS, SPSS Modeler, SQL

• Analytical: Statistics Analysis, Financial Analysis, Regression, Simulation, Classification

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