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Data Analyst, Due Diligence, Finance modeling

Location:
Malden, MA
Posted:
July 04, 2020

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Resume:

ZIYUAN ZHAO LIAM

* Phone: +1-857-***-**** * Email: adebjj@r.postjobfree.com

HIGHLIGHTS OF QUALITIFICATIONS

An independent, self-motivated, detail-oriented professional with international education and experiences of investment banking, financial analysis, and industry research related internships. Familiar with financial markets and business strategy.

Solid knowledge and skills in quantitative finance, market analysis, investment banking, due diligence and risk management.

Excellent analytical, planning and problem-solving skills with solid understanding of statistical analysis, data processing and reporting.

Quick-Learner with the ability to work under pressure, Fluent in English and Mandarin. Proficient in computer operation. EDUCATION & AWARDS

NORTHEASTERN UNIVERSITY, Boston, MA Sept. 2019 - Dec. 2020 Master of Science in D’ Amore-McKim School of Business, Major: Quantitative Finance

Core modules: Corporate finance, investment analysis, financial accounting, derivatives analysis, data analysis, portfolio management, etc.

D’ Amore McKim Scholarship

UNIVERSITY OF BRITISH COLUMBIA, Vancouver, Canada Sept. 2015 - May. 2019 Bachelor of Arts, Major: Economic

PROFESSIONAL EXPERIENCE

CHINA SECURITIES CO., LTD China

Intern, Investment Banking Department May 2020 – July 2020

Collected and updated key account information, including new bond issuance, updating information of bonds under review, etc. provided insightful analysis to support decision making, based on good understanding of the business’s rationale behind numbers.

Conducted due diligence, sorted out the three-year and phase I financial situation, and calculated the feasibility of bond varieties.

Analyzed IPO market and bond market in 2019, participated in making 58-pages PPT for the project. CHINA FINANCIAL FUTURES EXCHANGE CENTER Shanghai, China Currency Department Intern Jul. 2018-Sept. 2018

Collected, categorized currency data and information, analyze futures price trend.

Summarized RMB and NTD exchange result, helped finish 15-pages research report.

Based on different option strategies, helped in risk analyzing and perform portfolio. CHINA DRAGON SECURITIES Gansu, China

Research Department Intern Apr. 2018-Jun. 2018

Searched the data and information for communication industry, helped with industry research.

Helped with research report and used report information finished 60-pages slides for presentation.

Released research report on company website.

Helped information department to optimize financial application based on historical data and user experience. ACADEMIC PROJECTS

MOMENTUM TRADING STRATEGY ANALYSIS Boston, MA

Group Leader Mar. 2020

Assigned different work to group members, designed analysis plan.

Collected S&P 500 and Russell 3000 historical data, merged index data into Python script.

Analyzed Sharp Ratio, Information Ratio, and VAR in Python script; Completed data visualization and finished analysis report. VANCOUVER UNIVERSITY LEAGUE INVESTMENT CONFERENCE Vancouver, Canada Group Leader Oct. 2017

Investigated the market competitiveness of Daimler’s Car2go car-sharing service in Canada;

Collected and organized the market share information and data of Car2go, Zipcar, Evo, and other shared car services in major Canadian cities;

Checked Daimler's investment information on the Car2go project and analyzed its subsequent development scale;

Used similar business activities to comparatively analyze the feasibility of Car2go to expand market share and merger activities. SKILLS & CERTIFICATES

Certificates: CFA Level II Candidate with solid knowledge in international finance, economics and risk management.

Computer: Proficient in Python (data analyze and visualization), R, MS Office Suite (Excel/Word/PP), Wind, Bloomberg, etc.

Languages: Mandarin (Native), English (Fluent), GMAT: 680.



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