Research Analyst

Siyi Chen

************@*****.*** **** Jackson Ave, 32R, Long Island City, NY 11101 551-***-**** A financial services professional experienced in macroeconomic research, equity research and investment banking CFA Level III Candidate

EDUCATION

Simon Business School, University of Rochester

Master of Science in Finance (STEM)

Rochester, NY

Jul 2017 – Jun 2018

• GPA: 3.52 / 4.00; Coursework: Advanced Business Modelling, Financial Statement Analysis, Fixed Income Securities, Options and Futures, Quantitative Finance with Python, Risk Management Tongji University

Bachelor of Science in Economics

Shanghai, China

Sep 2012 – Jun 2017

• GPA: 85 / 100; Coursework: Economics, Macroeconomics, Advanced Mathematics, Linear Algebra, Statistics EBS Universität für Wirtschaft und Recht

Bachelor of Science in General Management (Dual Degree with Tongji) Oestrich-Winkel, Germany

Jan 2015 – May 2016

• GPA: 89 / 100; Coursework: Investments, Risk Management and Derivatives, Portfolio Management PROFESSIONAL EXPERIENCE

Bank of China

Macroeconomic Research Analyst

New York, NY

Aug 2019 – Present

• Tracked daily news and data from Bloomberg and produced Daily Briefs which provided broad overviews on financial markets on a daily base, sectors covered include equity market, foreign exchange, precious metals, oil, money markets, and fixed income

• Analyzed and tracked foreign exchange market, generated CNY Weekly Review reports which provided predictions on USDCNH movement and analysis on U.S. economy and Chinese economy based on economic indicators such as employment data, housing data, investor sentiments, and Total Social Financing (TSF) on a weekly base

• Tracked market events and delivered timely reports within 4 hours after the events happened. Events include Argentina Peso’s tumbling fueled by its general election, Chinese foreign exchange regulator SAFE’s abolishing investment limits for QFII and its impacts on global financial markets, and New York Fed’s capital injection

• Produced macro-economic reports on a monthly base. Cases include utilizing Bloomberg Custom Expression Editor to run regressions on service sector of core Personal Consumption Expenditures (core PCE) and 3-month lagged U.S. unemployment rate, and applying Bloomberg formula to produce correlation matrix of currency pairs, visualized by color scales

Elle Investments

Equity Research Intern

New York, NY

Apr 2019 – Jul 2019

• Built financial models to conduct DCF and comparable analyses on large/mid-cap companies in the semi, consumer, industrials, and healthcare sectors

• Compiled data and information from multiple sources including Bloomberg, earnings releases and SEC filings to conduct valuation exercises and industry researches. Coverage universe: AAPL, TSLA, JD, NVDA, and so on.

• Generated seven 4-page equity research reports and presented 5-page presentation stock pitches three times a week to the hedge fund manager, constructed portfolio which generated 16% HPR in three months LT Global Advisors

Private Equity Research Intern

New York, NY

May 2019 – Jun 2019

• Partnered with clients and external professionals to meet clients’ objectives, expanded expert network and made sure that clients talked to the best person who solves their problems

• Prepared questionnaires for university professors focusing on healthcare research and led nine research calls, industries include but not limited to healthcare, e-sports hardware, and food delivery Haitong Securities (the 3rd largest investment bank in China) Investment Banking Intern

Shanghai, China

Jun 2018 – Nov 2018

• Prepared bid documents for the corporate bond issuances for Baosteel Group ($0.9 billion), Shanghai Pudong Development Group ($0.6 billion), and AVIC Leasing ($0.29 billion)

• Created financial statements and analyzed key financial and operational indicators to provide recommendations to bond investors, resulting in a net revenue increase of $150 million

• Helped clients raise a total of $1.79 billion funds by conducting financial due diligence and drafting 237-page prospectuses and 62-page manuscripts

PricewaterhouseCoopers

Finance Intern

Shanghai, China

Nov 2016 – May 2017

• Updated daily financial data for more than 30 accounts and ensured timely issuance of quarter-end financial statements

• Supported the drafting of annual reports and dealt with internal reimbursements for more than 2,000 colleagues ADDITIONAL INFORMATION

Languages: Mandarin (Native), English (Professional), German (B1), Korean (Basic) Certification: CFA Level III Candidate June 2020

Technical Skills: Bloomberg, SQL, Excel VBA, Python, Microsoft Office Suite, SPSS, Wind Interests: Puppies, Bel Canto, Reading, Violin, Latin Dance, Jogging

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