Portfolio Management Financial Accounting

Muyin Kong

410-***-**** *************@*****.***

Baltimore, MD 21202

EDUCATION

The Chinese University of Hong Kong, Shenzhen Bachelor of Business Administration Shenzhen, China, 2020.09-2024.07

Major: Finance

Core Modules: Financial Data Analysis, Investment Analysis and Portfolio Management, Financial Accounting, Options and Futures. The Johns Hopkins University Master of Statistics in Finance Baltimore, MD, 2024.09-2025.07

Major: Finance

Core Modules: Corporate Finance, Statistical Analysis, Financial Accounting, Advanced Portfolio Management EXPERIENCES

The Chinese University of Hong Kong, Shenzhen Research Assistant Shenzhen, China, 2023.05-2024.05

Assisted in the research in the field of management innovation and venture capital development

Prepared & conducted expert interviews in venture capital industry

Presented updated research papers weekly and collected information relevant to the research scope SDIC Securities Co. Ltd Equity Research Intern Shenzhen, China, 2023.09-2023.12

Conducted market research and IT industry analysis & prepared 3 in-depth fundamental equity analysis reports, including earning calls, industry trends, and Intellectual Properties, with 100% accuracy over the month

Prepared & Drafted pitch decks and Pro Forma for 40+ equities in IT industry using excel VBA, contributing to buy/sell/hold recommendations

Monitored financial news, regulatory filings, and market development to assess investment opportunities & prepare 10+ Briefs for clients TF Asset Management Co. Ltd FOF Investment Intern Shenzhen, China, 2023.06-2023.09

Supported the Fund of Funds investment team & contributed to investment recommendations

Conducted due diligence by screening 20+ fund managers in Private Equities & Mutual Funds and assisting in manager calls

Analyzed 40+ portfolio performances, focusing on Alpha Indexing, Statistical Arbitrage, Pairs Trading, Fundamentally Neutral

Built multi-asset allocation models based on Strategic Asset Allocation using Excel VBA & python to balance expected returns & volatilities, contributing to a $3MM (¥22MM) futures-and-options-based portfolio Hua’neng Renewables Co. Ltd Investment Manager Assistant Intern Jining, China, 2022.12-2023.02

Built and maintained DCF and IRR financial models for solar and wind projects totaling $1M (7.8MM) and $1.3MM (¥10MM) respectively in final capital commitments using Excel

Supported the team to coordinate technical, regulatory, environmental, and legal reviews for 2 projects & evaluated ESG performances

Prepared 10+ investment memos and summary decks for the investment committee, highlighting NPV, sensitivity analyses, and break-even PROJECTS

Investment Strategy Construction R, Stata 2023.02-2023.05

Constructed a stock investment strategy based on post-earnings announcement drift

Achieved 2.1% of excess return in the backtesting from 2010 to 2023 Startup Investment Analysis Excel, Python 2025.01-2025.03

Analyzed financials of a seed-staged tech startup Somnair, highlighting sensitivity analysis, burn rate, break-even & provided Venture Capital terms and valuation & pitch for VC investors in Baltimore LEADERSHIP

Cofounded WeMiddle, a campus-focused food delivery platform, collaborating with 40+ restaurants and servicing 2000+ people

Be the Head of Marketing in Shaw College Resident Student Association by leading a team of 6 ADDITIONAL

Programming & Data Analysis: Python, R, SQL, Excel, Bloomberg

FINRA: CFA level 1

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