Financial modeling

Rongqian (Rosie) Yao

+1-443-***-**** adcjw4@r.postjobfree.com www.linkedin.com/in/rosieyao

EDUCATION

Johns Hopkins University Baltimore, MD

Master of Science; Major in Financial Econometrics (STEM) Expected Jul 2020

• GPA: 3.7/4.0

• Coursework: Investment, Derivatives, Fixed Income, Computational Finance, Financial Modeling and Valuation, Mergers & Acquisitions University of Northern Iowa Cedar Falls, IA

Bachelor of Arts; Major in Finance Dec 2018

• GPA: 3.9/ 4.0 (Major); 3.65/ 4.0 (CUM)

• Honors/Awards: Dean’s List (GPA4.0); Scholarship for Excellent in Academic Performance (Top3)

• Global DNA Campaign: Led team win first prize in business simulation competition by creating profits double that created by the second INTERNSHIP EXPERIENCE

China Resources Verlinvest Health Investment – VC partnered by China Resources Group and Belgium Verlinvest Shanghai, China Investment Project Intern Jul 2019 – Aug 2019

• Identified appropriate market for project after analysis of macroeconomic situation and market information including sales and rent volume, supply and demand fundamentals, and competitive position in multiple core cities of China

• Conducted research on the senior care industry, covering market size, growth trends, supply and demand, and undertook due diligence process for 20 more senior care institutions in Yangtze River Delta Region and Shandong Province

• Presented to the management team of investment proposal for potential growth opportunities and cooperation with target institutions, focusing on the increasing demand for senior care in the central urban areas such as Shanghai, Nanjing, and Hangzhou Huaying Securities Co., Ltd. - Joint Venture of Guolian Securities Co. Ltd and Royal Bank of Scotland Shanghai, China Fixed Income Department Intern Feb 2019 – Jul 2019

• Assisted in due diligence process, statistics of asset pool, cashflow projection, and design of financing plan in a financing leasing related Asset-Backed Securities project with offering size of RMB 12.44 billion

• Prepared relevant materials such as project proposals and due diligence report required by the Exchange, to support the issuance of Fixed- income products as part of capital raising activities for large corporate in the primary market

• Conducted monographic study on bond market including market fundamental analysis and empirical research in support of the department to make investment recommendations on Fixed Income Securities Industrial Bank Co., Ltd. - China first joint-stock commercial bank Anhui, China Assistant Financial Advisor May 2018 – Aug 2018

• Assisted director to collect market information, improve customer service experience, build and maintain strong relationships with 10 more clients, leading to the retention rate of more than 95%

• Delivered a diversified set of investment and insurance and advice-based solutions with a financing planning mindset, as well as full scope of investment products and services to help meet best interest of clients based on individualized needs analysis

• Helped 5 more individual clients in investment decision and wealth management plan, and participated in design of asset allocation plan for a high net worth client through a comprehensive analysis combining market situation and their financial needs BDO Lixin Consulting Ltd. - Consulting firm under BDO, world’s 5th largest accounting firm Shanghai, China Assistant consultant May 2017 – Aug 2017

• Participated in 3 US EB-5 investment immigration projects, helped prepare and examine relevant materials to ensure compliance with AML

(Anti-money Laundering), and finish the Source of Fund (“SOF”) and Path of Fund (“POF”) required by SEC

• Assisted investment director to conduct financial due diligence on target companies, seek for potential M&A target for Chinese buyer from overseas countries, and build up business relationship with financial institutions LEADERSHIP & INVOLVEMENT

Johns Hopkins University Carey Business School Baltimore, Maryland MBA Teaching Assistant Oct 2019 – Jan 2020

• Tutored students who need extra help for understanding course content, completing assignments, and preparing exams; monitored Blackboard discussion and replied to email questions from students timely

• Proctored examinations, helped the instructor with grading homework, case assignment, and paper exam and recordkeeping for more than 50 students, assessed their performances and provided immediate feedback to the professor to ensure academic progress The 13th China Venture Investment Conference Annual Summit Shanghai, China Volunteer, Team leader Apr 2019

• Led team to guide honored guests, helped solve emergencies and enforce coordination and management

• Acquired insight on the investment for the hottest areas covering health care, education, and artificial intelligence UNI Chinese Students & Scholars Association Cedar Falls, IA Vice President, Financial Manager Aug 2017 – Dec 2018

• Organized activities for Chinese students, coordinated all departments to successfully hold 2 large college-scale Gala for traditional Chinese Festival, which attracted more than 300 international staff and student participants

• Cooperated and built relationships with school, community and local business to raise more than 1000 US dollars from sponsorship SKILLS & COMPETENCES

• Certifications: AMAC (Asset Management Association of China) Fund Qualification Certificate; Securities Practice Qualification Certificate; Passed CFA level I & II & FRM Level I; CFA Level III Candidate; FRM Part II Candidate; CPA Candidate

• Technical Skills: Advanced MS Office in Excel and Power Point; Python; Matlab

• Languages: Chinese (native), English (fluent); IELTS 7.0; GMAT 720

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