Financial Analyst Assistant

EDUCATION

Jiamin (Annabel) Ren

*******@*****.*** 305-***-**** www.linkedin.com/in/annabel-ren University of Miami -Herbert Business School Miami, FL Master of Science in Finance – STEM credentialed May 2020 GPA: 3.7 / 4.0

Relevant Coursework: Advanced Corporate Finance, Financial Investment, Financial Modeling, M&A, Fixed Income Honors: University of Miami Business School Scholarship (top 2%) Central South University of Forestry and Technology Changsha,China Bachelor of Arts in English, Finance (Minor) Jun 2019 GPA: 3.8 / 4.0

Honors: Merit-based Scholarship (top 6%); Excellent Graduate (top 10%); Excellent Student (top 8%) WORK & LEADERSHIP EXPERIENCE

Trigate Lomas-Connect Miami, FL

Financial Analyst Intern Jan 2020-May 2020

• Created P/L statements for multiple revenue sources and rolled-up into a company-wide business plan, and successfully attracted $2,000,000 investment; tracked cash flows and generated reports for tax purposes

• Analyzed sales data, research & development costs, return on equity (ROE) with Excel to identify the company's profit- making pattern; provided reference for business adjustments IRS VITA/TCE Program Miami, FL

Tax Return Preparer, Volunteer Jan 2020-Mar 2020

• Interviewed taxpayers to determine tax credits they may be eligible for to reduce tax liability

• Assisted with inquiries regarding tax regulations and exercised due diligence by asking taxpayers to clarify information that may appear to be inconsistent or incomplete

Shanghai Pudong Development Bank Shuozhou, China

Assistant Relationship Manager Intern Jun 2018-Sep 2018

• Directed sales of wealth management products matching clients with appropriate risk/reward characteristics

• Communicated with more than 90 clients on investment needs, identified clients’ risk levels using results from behavioral survey and recommended wealth management products accordingly

• Monitored performance of investment funds to ensure products were meeting or exceeding client expectations China Minsheng Bank Changsha,China

Assistant Relationship Manager Intern Jan 2018-Feb 2018

• Collected and compiled clients’ information, identified potential clients, and made 20 to 40 daily cold-calls to promote banking products, such as credit cards, loans and investment services, client conversion rate of 10%

• Answered business inquiries from clients and handled suggestions and complaints properly Psychological Health Department,Student Union Changsha, China Head of Business Operation Department Jun 2015-Jun 2017

• Led team members to arrange for the intercollegiate 525 Psychological Festival, drafted and presented business plans to business owners, and successfully secured funding

• Won First Prize for two debate competitions as team leader of 5 Student Union members SKILLS & ACTIVITIES

Languages: Mandarin – English (bilingual), Japanese (conversational) Technical Skills: SQL, Python, Excel (VBA, Macro, VLOOKUP, Pivot Tables), PowerPoint, VideoStudio, Bloomberg Terminal

Activities: China Food and Drinks Fair Autumn Fair 2018 (Interpreter); Scope International Contemporary Art Show

(Interpreter, activity organizer)

Training: MBA Math; Compliance Boot Camp; Intellectual Property & Technology

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