EDUCATION
Northeastern University, D’Amore-McKim School of Business Boston, MA
Master of Science: Quantitative Finance Aug 2022 – Aug2023
Cumulative GPA: 3.7 Honors & Awards: $10000 scholarship
Relevant Coursework: Computational Methods in Finance, Financial Modeling, Quantitative Portfolio Management, Data Analytics in Finance, Derivatives and Risk Analytics
Nanyang Technological University, Nanyang Business School Singapore, Singapore
Bachelor of Science in Accounting Aug 2019 – Jan 2022
Cumulative GPA: 3.5
Relevant Coursework: Business Law, Accounting, Risk Reporting & Analysis, Principles of Taxation, Actuarial Economics
PROFESSIONAL EXPERIENCE
360 Huntington Fund Boston, MA
Quantitative Analyst Feb 2023 – Present
Implemented quantitative financial models including the DCF, and LBO models to accurately forecast target prices for 20+ companies
Analyzed 60+ financial statements, identified and compared key ratios including Capex, determined key trends and patterns
Utilized Bloomberg and Yahoo Finance, observed and analyzed market trends and revenue stream, determined financial health and growth potential of 45+ potential investments
AGIC Capital HONG KONG
Real Estate Financial Analyst Intern Mar 2022 – Jul 2022
Prepared cash flow reports and financial statements on the fund level.
Collaborated with leasing teams to assess the impact of market conditions on rental strategies and pricing decisions.
Conducted extensive research and analysis of market data, including property values, rental rates, and operating expenses.
Created financial models using Excel and ARGUS for various product types to forecast performance and evaluate financial returns for potential acquisitions and existing assets under management
Analyzed lease agreements and contractual terms to accurately calculate tenant reimbursements for common area maintenance (CAM) charges, property taxes, insurance premiums, and other shared costs.
Ernst & Young Beijing, China
Risk Advisory Intern Aug 2020 – Nov 2020
Interviewed management departments of 15+ companies and reviewed financial statements, conducted the financial analysis to assist financial auditors in assessing financial and operational risks and results of business acquisitions and sales
Developed analytical solutions, advised 56 clients from various industries including the semiconductor industry to improve their business performance through risk assessment and risk management
Participated in due diligence engagement, collaborated with senior managers in report preparation and presentation by reviewing and analyzing operational and internal control documents
Monitored and managed risk advisory projects to ensure interaction with key stakeholders by updating progress and outcomes.
Yinhua Fund Management Beijing, China
Operation Analyst Intern Jul 2019 – Oct 2019
Reviewed daily fail reports and unmatched trades reports. Identify record, investigate, and resolve trades failing to achieve market settlement by the contractual settlement date.
Monitored electronic confirmation platforms, and internal trading systems, providing support for trade capture.
Collaborated with teams of portfolio managers and research analysts, provided clients with up-to-date market insights and investment recommendations
ADDITIONAL
Languages: Mandarin, Cantonese, Japanese (Basic)
Skills: Proficient in Python, SQL, Excel, Excel VBA, Data Analysis & Visualization, Quantitative Researching, Bloomberg AIM, Capital IQ
Interests: Tennis, Skiing