Manager Assistant

Lingyao Chao, CFA

*** ********** **, ******** ** 19311 302-***-**** ***********@*****.***

Education

University of Delaware Newark, DE

Master of Science Degree in Finance Graduated Dec 2014 GPA: 4.0/4.0, Investment and Portfolio Management, Financial Engineering and Risk Management. University of Delaware Newark, DE

Bachelor of Science Degree in Finance, Magna Cum Laude Graduated May 2013 GPA: 3.9/4.0, Econometrics, Probability and Statistics, Economics, Corporate Finance, Accounting. Qualifications and Skills

• CFA Charterholder.

• Advanced level of proficiency in Excel, Access, SQL and SAS for quantitative analysis.

• In-depth knowledge with Advent, APX, Moxy and Morningstar.

• Familiarity with Bloomberg, Reuters, and other financial data vendors for investment analytics.

• Detailed-oriented with excellent problem-solving, critical thinking, and strong interpersonal skills. Professional Experience

DT Investment Partners Chadds Ford, PA

Assistant Portfolio Manager Jan 2017 - Present

• Facilitate equity trading suggestions by evaluating market conditions and investment environments.

• Monitor and interpret statistical metrics on price, yield, volatility, geopolitical trends, and other factors affecting investment strategies to control firm-wide risk.

• Market to prospective clients by performing due diligence and fee analysis on new accounts.

• Consolidate clients overall asset allocation strategies across different types of holdings and assets.

• Evaluate performance attribution within asset classes and on account levels to identify potential areas of improvement.

• Streamline rebalance procedures by scrutinizing cash and out of model positions on regular basis.

• Coordinate firm’s reviewing and reporting functions including report preparation and account reconciliation.

Financial Operation Analyst Jun 2014 – Jan 2017

• Assisted with preparing financial investment recommendations and portfolio management.

• Acted as a liaison with traders and clients on operational issues such as trade settlements.

• Managed financial reporting and analysis for clients through improving general ledger accounting and reconciliation process.

• Contributed to account creations such as documentation and system setup.

• Ran internal audited performance on account and composite levels. Focus Behavioral Health Wilmington DE

Office Manager Intern Sep 2013 – Dec 2013

• Managed daily accounting reconciliation and provided financial counseling to office management. Qnectus Newark, DE

Finance Intern Oct 2012 – May 2013

• Created pro forma income statements.

• Structured NPV, FCF and Comparative Valuation approaches to evaluate the net worth of a target.

Contact this candidate