Financial Analyst

Jinping Li

737-***-**** *******@*****.*** linkedin.com/in/0414jingpingli

EDUCATION

University of Miami Herbert Business School Miami, FL Master of Science in Finance –STEM credentialed May 2020 GPA: 3.77 / 4.0

Relevant Coursework: Financial Investment, Corporate Finance, Financial Modeling, Private Equity and Venture Capital, Advanced Financial Analysis, Risk Management and Insurance Dalian University of Technology Dalian, China

Bachelor of Arts in English Literature Jul 2019

GPA: 3.7 / 4.0

Honors: Merit-based scholarship, “Meritorious Winner” of Mathematical Contest in Modeling ACADEMIC PROJECTS

Portfolio Construction (CAPM, Back-testing performance) Fall 2019

• Based on the client’s investment goal, choosing the specific stocks for the portfolio, created the diversified portfolio by choosing 20 stocks from different industries with high sharp ratio and evaluated the overall performance of the portfolio

Valuation Using Financial Statements (WACC, Reformulation of Statements) Spring 2020

• Gathered information from the General Mill’s financial statements from 2015 to 2019, by using different valuation method (Multiples, Free Cash Flow, Residual Operating Income and Abnormal Operating Income Growth) to conclude fair stock value.

• Conducted the industrial research and analyzed the operating problem of General Mills WORK & LEADERSHIP EXPERIENCE

Dongxing Securities Beijing, China

Research Assistant, Fund Department Jul 2018 – Aug 2018

• Consulted Win.d to research econometrics and corporate equities to analyze machinery companies

• Participated in weekly-morning briefings and roadshows; following up the market trend

• Analyzed the tree leading Chinese companies in machinery industry and wrote reports of findings Shanghai Yilong Wealth Co., Ltd., Dalian Brunch Dalian, China Wealth Management Assistant Feb 2018– Apr 2018

• Collaborated with wealth managers in identifying attractive investment strategies to be presented

• Performed comparative analysis of private placement funds in real estate projects

• Developed PowerPoint presentations for prospective clients Association of Communities of DUT Dalian, China

Deputy Director of Community Development Department Jul 2016– Jun 2017

• Established an archival repository for storing the information of over 300 communities in the university, which provided convenience for the intercommunication among communities

• Strengthened management and monitored activities of various communities for creating a healthy, fair and harmonious atmosphere among communities

• Spearheaded the overall planning and organization of large-scale activities SKILLS, ACTIVITIES & INTERESTS

Languages: Chinese – English (bilingual)

Technical Skills: Excel, Python, PowerPoint, Win.d, Bloomberg Certifications & Training: Certificate of Accounting, Certificate of Qualification in Securities in China Interests: Reading, tennis, detective movies and books

Contact this candidate