* **** **, ****, ** *****

TEL: (1-518-***-****

Email: adc1re@r.postjobfree.com

Education

Sep 2018-Dec 2019 Rensselaer Polytechnic Institute(RPI) Troy, NY

• Master’s Degree of Science, Quantitative Finance and Risk Analytics

• Cumulative GPA: 3.5 President of Buttonwood Club of Lally School

• Related Courses:Financial Modeling & Simulation, Financial Computation, Adv. Derivative Market, Trade and Investing

Sep 2014-Jun 2018 Southwest University for Nationalities Chengdu, China

• Bachelor’s degree of Economics, Investment

• Cumulative GPA: 3.7 Vice President of Enactus Club

• Outstanding Investment Research For CFA Research Challenge, Asia Pacific Regional, 2017 PEIWEN(PREVEN) GAO

Work Experience

Feb-Jul 2018 Sino-US United MetLife Insurance Co. Chengdu, China Financial Associate, Finance Administration Department

• Frequently used vlookup, pivot, f(x) to prepare reports, compile and analyze routine statements to give commentary and recommendations on sales, clients and other index to evaluate performance.

• Coordinated among departments and provided support for all approved deliverables;

• Assisted organizing company events, laying out agenda, making brochure & slides. Jul-Nov 2017 Industrial Securities Co., Southwest Branch Chengdu, China Financial Analyst, Investment Banking Department

• Involved in 4 New Third Board IPO listing projects, assisted with compiling financial statement, financial analysis, and valuation(wacc valuation, P/E, P/B, beta), assisted with writing and proofreading listing declaration;

• Gathered information and researched on client comanies to analyzed peer companies, related industries & markets to conducted comparable analysis.

Mar-Jun 2016 China Minsheng Bank Chengdu, China

Financial Advisor

• Collated consumer data and analyzed potential clients and their financial condition to match certain product;

• Advised clients on financial services and resolve issues and reached out to prospective customers to sell our services. Projects, Competition & Leadership

Jan-Jun 2019 James Fund — Student Managed Fund Troy, NY

• Managed school fund with an initial value of $120556, using Excel and R tool, analyzed out-of-sample performance of investment strategies(asset allocation, attribution analysis, etc.), quantitative methods, portfolio holdings and risk;

• Conducted reports and slides presenting to peers for market development analysis and potential portfolio inclusion. Mar-Jun 2019 Credit Risk Portfolio Simulation Troy, NY

• Designed a credit risk portfolio including two types of market securities and credit risk capital;

• Using R tool, simulated prices with different calibration models: Geometric Brownian Motion, CEV and Jump-Diffusion;

• Evaluated the expected performance of portfolio with respect of Sharpe ratio, estimate of alpha, VaR, etc. compared results under delta hedge investment strategy and Buy-and-Hold investment strategy. Oct-Dec 2018 Mutual Fund Trade Analysis Troy, NY

• Using TAQ data for MLNX throughout 2012, developed a trading schedule over market hours on 2nd Jan to 4th Jan to minimize the implementation shortfall;

• Aggregated millisecond TAQ data to minute timestamp, conducted visual/simulation analysis and provided three- dimensional plot of trading volume, bid-ask spread and bid order size to analyze liquidity. Jun ’16-Mar ’17 CFA Institute Research Challenge Chengdu, China & Bangkok, Thailand

• Normalized 5 years’ Financial Statements of a public-traded company and forecasted its stock price using DCF and SOTP;

• Combing times series and regression method, conducted Relative Valuation(WACC) and utilized Monte Carlo to simulate;

• Accomplished a 30-pages research report and presented for judges and professionals, won the first place of China Regional. Jul ’15 ’16 ’18 Volunteer Project of Medical Service International Org. “Summer Camp” Zhaojue, China

• As the leader of TA team, took charge of the itinerary of TA team and assigned daily work and deliverables;

• Designed the course and curriculum, and organized the “Silly Olympics” event. Skills

Advanced Excel/PowerPoint Financial Statement Analysis DCF Forecast DuPont Analysis

Risk Analysis(VaR, beta) R Python SQL Server/SQL quires

Calibration/Optimization Financial Modeling/Simulation Machine Learning Portfolio Management

Bloomberg/Capital IQ Sensitivity Analysis Data Warehouse/ETL CFA Candidate

Contact this candidate