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Financial Analyst Assistant

United States
February 18, 2020

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WASHINGTON UNIVERSITY, OLIN BUSINESS SCHOOL, St. Louis, MO December 2020 Master of Science in Finance – Quantitative Track

• GPA: 3.61/4.0

• STEM Designation

• Relevant Courses: Introduction to Python and Data Science, Database Design and SQL, Mergers & Acquisitions, Advanced Derivative Securities, Fixed Income Securities, Investment Theory, Quantitative Risk Management GUANGDONG UNIVERSITY OF FOREIGN STUDIES, Guangdong, China June 2019 Bachelor of Science in International Economics and Trade

• GPA: 3.71/4.00

CFA INSTITUTE December 2019

CFA Exam Level I candidate


INDUSTRIAL SECURITIES, Shenzhen, China Feb 2019 – July 2019 Equity Research Intern in Arms and Defense Industry

• Tracked stock market movements and followed industry news to compose daily reports

• Produced research reports on LSSEC Technology Co. through in-depth analysis of financial statements, industry analysis and peer comparison

• Researched GPU industry trends and analyzed company financial statements to support recommendations GUANGZHOU SECURITIES, Guangzhou, China July 2018 – Oct 2018 Summer Intern

• Assisted the development of the Integrated Service Platform, which boosted efficiency of investment research by 25% and assisted investment bankers in decision making

• Collaborated with cross-function team in designing standard PowerPoint format and gave constructive feedback to improve system usability

• Processed financial data and calculated valuation multiples on companies in various industries, using Excel spreadsheet LOGOSAGE EQUITY INVESTMENT & ADVISORY, Guangzhou, China Dec 2017 – Apr 2018 Financial Analyst Intern

• Informed $500-million investment decisions in the mining industry by analyzing company performance through financial statements and conducting index comparison analysis

• Prepared charts based on historical data on Bloomberg, using Excel spreadsheet, to illustrate technical reports ACTIVITIES

QUINNIPIAC FINANCE COMPETITION, St. Louis, MO Feb 2020 – Present Graduate Team Member

WASHINGTON UNIVERSITY IN ST. LOUIS, St. Louis, MO Jan 2020 – Present Teacher Assistant- Introduction to Python and Data Science

• Graded 69 students’ assignments and assisted professor during classes

• Led student discussion and answered coding questions during help sessions WASHINGTON UNIVERSITY STUDENT INVESTMENT FUND, St. Louis, MO Jan 2020- Present Member

• Created Excel spreadsheets and financial models to help conduct DCF valuation on target companies 11TH NATIONAL COLLEGE STUDENTS COMPUTER DESIGN COMPETITION, Nanjing, China June 2018 – June 2018 Team Leader

• Improved research efficiency by effectively conducting Principle Components Analysis on 14 variables recorded daily by using MATLAB

• Presented research results to judges showing predicted pollution data in 12 cities in July 2018 SKILLS

• Software skills: MATLAB, Python, R, Microsoft Office (Excel, PowerPoint, Word), basic Capital IQ, basic Bloomberg

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