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Social Media Analyst

Manhattan, NY, 10001
February 26, 2020

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*** **** **** **., *** York City ***** 917-***-****


New York University, Leonard N. Stern School of Business New York, NY B.S. in Business with Finance and Operations Concentrations Expected May 2020

• Cumulative GPA: 3.8/4.0 Dean’s List, Beta Alpha Psi Honor Society, PwC and Barclays Case Competitions (Semi-Finalist), Operations Management Teaching Fellow, Finance Society, Luxury and Retail Association, Marketing Society PROFESSIONAL EXPERIENCE

Bank of America New York, NY

Equity Research Summer Associate – Power and Utilities Jun 2019 – Aug 2019

• Initiated coverage of two diversified energy companies by composing a 50-page initiation report, building integrated financial models, putting together a 30-page marketing presentation, and interviewing the IR team in collaboration with a senior analyst

• Developed and maintained data tracking on silicon prices and offshore wind procurement targets to draft the industry primer

• Expanded client network by building up client contact lists with 60+ micro-grid experts, 50+ rate case witnesses, 30+ Power experts for three industry conferences respectively and adding 650+ contacts at coverage companies to the existing mailing list Guosheng Securities Co., Ltd Beijing, CN

Research Intern, Investment Division Dec 2018 – Jan 2019

• Performed macro research on China’s economy to assess opportunities and challenges from a demand and supply perspective

• Recommended Gree Electric ($55b+ market map) in light of opportunities in industrial and consumption transformation

• Extrapolated and presented long-term investment strategies by summarizing the logic behind 5 major investment cycles in the past 40 years and identifying the driving forces behind major explosive industry growth in collaboration with a senior analyst

• Conducted research into the media production industry to identify industry trends; drafted a synopsis on the growth limitations of iQiyi, China’s largest online video platform, due to concerns over structural change and prisoner’s dilemma in pricing National Securities Corporation New York, NY

Equity Research Intern - Specialty Finance May 2018 – Sept 2018

• Took an active role in covering 24 companies and initiating coverage on 2 BDC companies alongside the lead analyst

• Analyzed quarterly company filings to update 20+ integrated financial models, performed scenario analysis based on coverage companies’ financial positions, and prepared questions and notes during 15+ earnings call to adjust earnings projections

• Assessed key criteria including the credit environment, asset allocation, industry exposure, management style and financial metrics such as leverage ratio, NAV, NII, dividend payout ratio, and non-accruals to evaluate coverage companies’ portfolio performance

• Gained industry insights and client exposure by attending 15+ meetings and 40+ calls with management and institutional clients Huachuang Securities Co., Ltd Beijing, CN

Equity Research Intern - TMT Jun 2017 – Aug 2017

• Spearheaded research on Ericsson, a global telecommunications company ($21b+ market cap), based on its financial performance and corporate strategy; built a SOTP valuation model and summarized investment thesis in a 10-page report for the lead analyst

• Analyzed ZTE, China’s second-largest telecom company ($20b+ market cap), by conducting industry analysis, examining public filings, growth drivers and competitive advantages; the analysis was used by the team to identify investment opportunities

• Assisted the drafting of industry primer with a focus on the potential application of AI, IoT, and 5G in different settings

• Updated financials and news for 50+ coverage companies in the news section of Huachuang daily and weekly public newsletters LEADERSHIP & EXTRACURRICULAR ACTIVITIES

International Student Affairs Committee New York, NY Director of Events Nov 2018 – Dec 2019

• Facilitated the introduction of VPN service to NYU Shanghai campus and East Asian Studies Program to other NYU sites

• Led a team of 5 members to organize university-wide events such as Tea & Talk that aimed to foster cultural exchanges

• Coordinated with the president and 3 project leads to manage weekly meetings, create concerns list, and update weekly progress Beijing Financial Street Forum Organizing Committee San Francisco, CA Assistant to the Director of International Department Mar 2017 – Nov 2019

• Invited 2 Nobel prize winners, Eric Maskin and Myron S. Scholes, to the Beijing International Financial Street Forum, and was responsible for negotiating contracts, accommodating the government’s budget and arranging subsequent travel plans

• Identified finance professionals to participate in panels and organized correspondence through 200+ emails and phone calls

• Conducted general administrative duties, such as publicizing the event through social media, maintaining communications with the Beijing Xicheng People’s Government and media partners through phone calls and emails, and filing confidential documents SKILLS & INTERESTS

Skills: Microsoft Office Suite, OneNote, Wind Financial Terminal, Bloomberg, FactSet, Thomson One, BamSEC, Capital IQ Interests: Traveling, Cooking, Classical Chinese poetry, Modeling, Dance (K-pop, Ballet), Photography, Piano, Parks in Beijing Languages: English, Mandarin

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