Sales Analyst

CISSY HAO

adls8i@r.postjobfree.com *** Canal St, Apt 826, Boston, MA 02114 617-***-**** linkedin.com/in/cissy-hao-98108b26 SUMMARY

• Experienced analyst with a demonstrated history of business development, client service, marketing and fundraising expertise in the investment management industry. Skilled in written and oral communication, teamwork and data analysis PROFESSIONAL EXPERIENCE

Sequentis Capital Boston, MA

Senior • Closed Analyst, 9/10 Wealth wealth Management management and pitches Private by presenting Equity portfolio diversification, asset allocation and stock August 2019-Present recommendations to prospects alongside the Managing Director, leading to 36% organic growth of the firm’s AUM

• Serviced 54 HNWI and institutional clients by providing written and oral quarterly and ad-hoc market updates, financial planning, tax and trust advice. Assisted clients with account opening, transfers, and maintained investment portfolios

• Redesigned firm’s RFP and pitch book templates, as well as pipeline management, client on-boarding, client segmentation, and client maintenance programs based on independent research and industry benchmarking studies

• Led due diligence meetings with potential investors for the firm’s inaugural healthcare PE fund; raised $12 mm in committed capital pre-COVID-19 alongside the Managing Director BlackRock San Francisco, CA

Summer Analyst, iShares Institutional Portfolio Consulting, Sales Enablement & Technology June 2018-August 2018

• Strengthened 2 new institutional client relationships by constructing 3 ETF portfolios using in-house risk models that minimize portfolio risk, increase returns, and showcase iShares product advantages and firm-wide capabilities

• Gave recommendations to Global Sales Enablement team on internal content distribution platform priorities by gathering and examining viewership data from the firm’s content library Rogers Investment Advisors, KK Tokyo, Japan

Summer Analyst, Fund of Funds June 2017-August 2017

• Independently wrote and distributed 3 fund newsletters and updates through Salesforce to HNWI and institutional clients

• Conducted investment due diligence on 6 REITs and one student accommodation real estate fund through Bloomberg, Preqin and on-site manager meetings with the Head of Product Development, focusing on liquidity concerns Christie’s Auction House Beijing, China

Intern, Chairwoman’s Office June 2016-August 2016

• Serviced 3 international clients on sales related activities including shipping services and product condition reports

• Managed the schedule for the Chairwoman of Christie’s China, including client meetings, gallery openings and travel EDUCATION

Wellesley College Wellesley, MA

B.A. Economics and Art History, GPA: 3.5 August 2015-May 2019 Relevant coursework: Economic Journalism, Economics of Globalization, World Politics, Macroeconomics, Econometrics Coursework at M.I.T. Sloan School of Management: Managerial Finance, Corporate Finance, Financial Accounting VOLUNTEER EXPERIENCE

Financial Literacy 101 at Wellesley College Wellesley, MA Founder • Led 2 and Wellesley Lecturer alumna and Economics Professor to design 6-hour coursework to improve financial December literacy for 2020-Present underserved students, collaborating with the First Gen Network and Economics Department to maximize outreach SKILLS, LANGUAGES & LICENSURE

Skills: Microsoft Excel, PowerPoint and Word, Salesforce, Preqin, Bloomberg, VBA, Python Languages: English (Native), Mandarin (Native), Japanese (Basic) Licensure: Series 65, Uniform Investment Advisor Law Exam Interests: Modern and Contemporary Art, Electronic and Dance Music, Oil Painting, Hiking

Contact this candidate