Manager Data

Pengfei Sun

Eugene, OR 541-***-**** ********@*******.*** https://www.linkedin.com/in/sun-pengfei/ Skills

Analysis—Detailed, accurate data analysis exhibited through self-investment and valuation project. Proficient in creating DCF and managing portfolios.

Technical Skills—Python, SAS, SQL, Excel, Visual Studio C++, Notepad C++, SPSS, Web Crawler, Stat. Language—Proficient in Mandarin and English

Education

University of Oregon, Lundquist College of Business Eugene OR Master of Science in Finance Expected June 2020

Bachelor of Art in Business Administration March 2019 Current GPA:3.61

Relevant Course

Master:Corporation Finance, Venture Capital, Financial Accounting, Quantitative Finance, Fixed Income Securities, Hedge Funds, Python for Finance, Wealth Management. Undergraduate: Financial Management, Financial Market and Investment, Financial Derivative, International Finance, Finance Analysis & Valuation, Analyzing Big Data, Business Statistics, Marketing Research, Intermediate Micro Theory, Intermediate Macro Theory, Business Strategy and Plan, Introduction to Accounting I, Introduction to Accounting II.

Experience

Vice President: University of Oregon MSF Student Association August 2019 – Current

● Coordinate with Associate Dean of Graduate Programs to develop the annual budget and record all receipts and bills related to organization events.

● Coordinate with Associate Dean and organization advisor to ensure Cohort to Cohort MSFSA administrative process and document transfer.

Master Investment Group: University of Oregon October 2019 – Current

● Participate manage Emerging Markets Fund and Impact Investing Fun within MIG.

● Using Capital IQ, FinTech Studios and Yahoo Finance to collect historical data, news and other information for companies in the portfolios owned by MIG.

● Forecast and estimate companies’ future stock prices in the portfolios by using Excel and python. Provide reports for MIG members to vote for decisions.

● Research,choose and analyze one company that might have the best potential value in the public market. Research information to write SWOT and PESTEL analysis for valuation report; Create multiples method and DCF model in Excel to forecast the company’s 5 years financial and its stock value for the valuation report. Present the valuation report to MIG members.

● Made a recommendation through a presentation to other analysts and managers to buy stock which was adopted.

Micro Internship: Intensive Wealth Management, Merrill Lynch, Eugene, Oregon September 2019

● Acquired a deeper understanding of Topics in Wealth Management, Commercial and Investment Banking, and Real Estate development and funding.

● Subjects include mock portfolios, mock client sessions, mock interviews, and professional experience sharing. Internship: Business Assistant Intern, Aiweipu, Henan, China April 2019 – June 2019

● Developed a project to help the company offer discounts to their consumers.

● Collected interest rates data from banks, inflation rates, and government interest bonds. Created a multivariate model to calculate the discount rate based on the data collected. Presented data to CEO and internal managers in the company.

● Led a team of three people and delegated tasks. Improved daily work efficiency for the team. Shared the way of work distribution to the manager level and other teams in the company. Activities

ACG Cup competition February 2020- March 2020

● Represented the University of Oregon in the competition with 7 other top Universities within Oregon and Washington as part of a team of five resulting in winning the Second Prize.

● Analyzed cases with real-life companies in the restaurant industry to help the company value potential strategies, which Included DCF, Multiples, M&A models.

● Made recommendations on which strategies will bring the company the highest value in both Economic and Non-economic parts.

Contact this candidate