Manager Assistant Financial Analyst

Yutong Han

New York, NY +1-914-***-**** ******@***.***

EDUCATION

New York University New York, NY

Master of Science in Management of Technology Expected May 2022 University of California, Irvine Irvine, CA

Bachelor of Arts in Business Economics Sep 2020

PROFESSIONAL EXPERIENCE

China Industrial Securities Beijing, China

Trading Intern, Futures Jul 2022- Aug 2022

• Conducted due diligence on clients’ financials to evaluate liquidity, debt structure, and investment portfolio, and opened accounts and executed orders for 3 qualified clients.

• Performed future research to showcase trade ideas to clients based on investment thesis, developed risk analyses, and recommended portfolio and positioning strategies, aiming to achieve ROI of 12% over a year. KPMG Beijing, China

Intern, Audit Mar 2021- Jun 2021

• Participated in the audit of two IPOs projects in the financial services industry, specifically collating financial statements, calculating financial metrics, leading walk-through testing, and carrying out alternative procedures.

• Audited the annual financial statements of a well-known bank by reviewing internal documents on corporate strategy and shareholder structure, verifying accounting records and financial graphs, and inspecting source records. Beijing Haoxin Consulting Group (A Tax & Financial Advisory Firm) Beijing, China Analyst, Financial Advisory Sep 2020- Feb 2021

• Provided financial advisory for 2 real estate clients by interpreting government regulations on various investment products, and identifying suitable investment products, such as asset-backed security and real estate investment trust.

• Handled background checks on 4 potential clients by examining their credit histories and financial reports, facilitated 3 client discussions to shape investment thesis and presented preliminary investment plans to senior leadership. Hoolihome (A Real Estate Marketplace) Irvine, CA

Intern, Marketing Apr 2019-Jul 2019

• Outreached 3 businesses, acquired 3 new rentals partners, and negotiated contracts, leading to 35% increase in available listings on the marketplace.

• Spearheaded 3 marketing campaigns and oversaw the end-to-end event management for offline activities, including planning, quotation, coordination, and operation, to raise awareness and grow users. Kangzheng Financial Leasing Beijing, China

Investment Manager Assistant Intern Jun 2018- Jul 2018

• Formulated the industry landscape of the real estate sector by evaluating industry outlook, identifying common investments in real estate development, and comparing the terms financial leasing contracts

• Investigated the financial health of a real estate client by dissecting financial statements, calculating operational metrics, and projecting cash flows, and wrote a feasibility study on leasing construction equipment China CITIC Bank Beijing, China

Intern, Commercial Banking Jun 2017- Jul 2017

• Collected bill discounting requests from several bank branches and processed the discounting of commercial bills and bill rediscounting services based on established guidelines and policies.

• Digitalized paper records of commercial bills and money orders, including generating vouchers for bills and inputting transaction information, and maintained centralized bill discounting reporting dashboard. SKILLS

• Technical Skills: SQL, Python (Pandas, Matplotlib, NumPy, and Seaborn), Microsoft Suite (Word, Excel VBA, PowerPoint and PowerBI), and Tableau

• Language Skills: English (proficient) and Mandarin (native)

• Certifications: Chartered Financial Analyst (CFA) Level 1

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