HONGLI MA

***, ***** **** **, ***** Island, New York, 12183 518-***-**** adgwgg@r.postjobfree.com

EDUCATION

Rensselaer Polytechnic Institute (The Lally School of Management at Rensselaer) Master Science in Quantitative Finance and Risk Analytics, GPA : 3.8 University of Liverpool(UoL) & Xi’an Jiaotong-Liverpool University(XJTLU) Bachelor Science degree Mathematics withFinance

Degree Classification: First Class (3.8 US GPAEquivalent) CFA Charted Financial Analyst, level IIcandidate

WORKEXPERIENCE

Prudential Financial, Inc., Financial Analyst, American Fortune Global 500 and Fortune 500 company January 2020-now

Financial data analysis, Risk evaluation, Financial reporting and presentation, Quantitative research, Data visualization

Licensed with Series 6, Series 63

INTERNSHIP EXPERIENCE

deFacto Global, Inc, Intern, U.S.-based Microsoft centric softwarecompany January-June2019

Gained experience with deFacto Planning, an OLAP-based corporate performance management software tool to perform data analytics and model multiple functions of the business such as data consolidation, forecasting, and reporting

Followed the implementation process of the software, and focused on real-world scenarios involving coding SQL queries, ETL, Data Warehouses, OLAP Cubes, Data Mining and Reporting. CHINA BROADCAPITALCO., LTD, Intern,Quantitative InvestmentDepartment June-September2018

Collected data on Wind, analyzed and assisted in establishing database for industrial research

Made analyses on the investment value of a target enterprise, forecast regarding future growthvalue

Conducted a comparative analysis on the profit between different asset allocations JIANGHAI SECURITIES, Intern, Bond FinancingDepartment June -September2017

Familiarized with the process of bond issuance in terms of laws and regulation, application rules andetc.

Participated in the one hundred million RMB bond issuance project for a small and medium-sized enterprise, engaging in collecting documents of the enterprise and its debtors and checking the financial data

Conducted due diligence to evaluate the repaying capacity of debtors and drafted analytical report RESEARCH AND PROJECT EXPERIENCE

CQA-Advanced Investment Management Course, CQA Institute- AIM for WallStreet May.2019

Studied topics included an overview of the industry, equity and fixed income research, asset allocation, risk management, quantitative research, portfolio management, and effective communication

The final project required team work to develop an investment strategy that is presented to a panel of judges. Financial Simulation Term Project, R modeling for a market-based and a credit risk portfolio Spring.2019

Objectively assessed the risk of the constructed portfolio based on simulation and quantitative analyzing techniques

Practiced skills included the valuation of securities, estimation of the “Greeks”, assessment of risk management strategies, interest rate dependent claims and credit risk, using simulation to make investment decisions and measureperformance Financial Trading & Investing Portfolio Management, Trading and Investment individualproject Fall.2018

Exercised real-time trading on paper trading account in a variety of markets, including equities, bonds, options,derivatives CVaR-based portfolio selection, Financial Modeling Team Fall.2018

Used Conditional Value-at-Risk (CVaR) as a risk-management tool in optimizing portfolioconstruction The Masters' Scholars Research Program project, RPI, Passive Fund calls for board diversity(Bloomberg) October-March2019 CFS Modeling Competition: Momentum and Option Strategies, Successful Participate October-November2018 UoL IFAM Summer Research Internship-Data Analysis Project for Eddie Stobart, Operation Team Chief June-July2017

Employed IBM SPSS Modeler to process transportation data in terms of logisticstransportation efficiency; delved into and analyzed the factors influencing logistics transportation performance

Analyzed the forecast and real performance comparatively and made improvement suggestions on current models

Collaborated with financial group to evaluate the status and helped to optimize operational networks 2016 Interdisciplinary Contest in Modeling, SuccessfulParticipate May-June2016 LEADERSHIP AND VOLUNTEEREXPERIENCE

Teaching Assistant of CSCI Beginning Programming for Engineers for Spring 2019 semester at RPI January-June2019 Teaching Assistant of Financial Mathematics I&II at UoL January-June2018 Green Fingers Volunteering Project, University of Liverpool, Volunteer September2016- September 2017 Welight Entrepreneurship Project Competition, TeamMember July-September2016 TECHNICAL Skills

Software: Excel, SPSS Modeler, Bloomberg, Maple, Minitab, EViews Programming: R, Python, MATLAB, SQL Language: English, Mandarin (Fluent), Spanish, French (Basic)