Yanheng (Alfred) Chan

Waltham, MA 781-***-**** adv6tk@r.postjobfree.com www.linkedin.com/in/alfredchan007 EDUCATION

Brandeis International Business School Waltham, MA Candidate for Master of Science in Finance (STEM-Designated) 08/2022 - 12/2023 Zhejiang Finance and Economics University, Dongfang College Bachelor of Arts in Economics-GPA: 3.60

Jiaxing, China

09/2018 - 06/2022

WORK EXPERIENCE

Aijian Securities Co. Ltd.

Financial Analyst Intern

Shanghai, China

08/2021 - 09/2021

• Enhanced decision-making process for Tongwei Co. Ltd.'s business development team by conducting case study and analysis; evaluated most pertinent information from twelve reports about photovoltaic industry

• Examined business model, revenue patterns, and operations of Hesheng Silicon Industry Co., Ltd., as well as five other photovoltaic companies and analyzed effectiveness through utilization of excel modeling skills

• Developed data visualization and infographic tools for client presentation and compiled National Equities Exchange and Quotations (NEEQ) aimed at establishing specific rules for initial public offerings (IPOs), mergers and acquisitions (M&A), private placements, and corporate restructuring Bank of China

Credit Analyst Intern

Wenzhou, China

07/2020 - 08/2020

• Revised and validated 50+ letters of credit and shipment tracking records obtained from issuing banks to ensure accuracy of documents and identify errors or discrepancies

• Scrutinized personal / business credit reports and relevant documents by assessing collateral of borrowers and guarantors resulted into approval / rejection of loan, adjustment of loan terms, and request for additional collateral documentation

• Achieved 1.8% reduction in expenses and 3% increase in revenue on monthly basis by aiding in prediction of financial outcomes and planning budgets, developing and maintaining meeting schedules and documenting overall discussions/information, ensuring completion of outstanding tasks, and reviewing accuracy of financial records ACADEMIC PROJECT

Brandeis International Business School

Financial Analyst

Waltham, MA

11/2022 - 12/2022

• Processed data using pivot tables and VLOOKUP function by extracting financial information from Walmart's 10-k statements and utilized various methods, including market-to-book ratio, price-to-earnings ratio, and comparison with competitors such as Target and Costco to evaluate potential growth of Walmart

• Succeed in building up DCF model and sensitivity analysis according to different terminal growth rate and WACC, collaborated and guided group member to achieve scenarios analysis based on best case, base case and worst case Zhejiang Finance and Economics University, Dongfang College Quantitative Researcher

Jiaxing, China

11/2020 - 12/2020

• Acquired current updates on macroeconomics and finance, morning events summary, implemented Bloomberg terminal

• Utilized technical indicators like moving average, MACD, RSI, and Bollinger Bands, as well as fundamental metrics aimed at recommending new plans and process for trading commodities, futures of stock indices and stocks, and foreign exchange by developing and implementing python-based strategies codes

• Achieved gain 24.90% revenue with initial fund of $500K in 10 trading days and earned rank 5th out of 200 participants by employing time series analysis and back testing SKILLS/ACTIVITIES

Technical Skills: Python, SQL, C++, Bloomberg Analytics, Tableau Desktop, STATA, MS Office (Excel, PowerPoint, Word) Activities: Stock Pitch Competition (Finalist), Enterprise Resource Planning Club (2018 - 2019), Guitar Club (2018 - 2020) Interests: Learning languages, Traveling, Guitar, Piano Languages: English (Fluent), Chinese Mandarin (Native), Cantonese (Beginner)

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