Applu for Investor relations position

EDUCATION

Fairfield University Fairfield, CT

Master of Science - Finance August 2008

GPA: 3.74

Course Highlights: Investment Analysis, Corporate Finance, International Financial Management,

Portfolio Management, Shareholder Value, Research Methods in Finance

Dongbei University of Finance & Economics Dalian, China

Bachelor of Science – Economics July 2005

Major: International Business and Trade

Recipient of School of Business General Scholarship

EXPERIENCE

Greenwich Associates – Investment Management Stamford, CT

Client Associate Intern February 2010

Craft consulting reporting and presentations to clients

Assist on questionnaires and other department projects as assigned

Update database and perform daily duties of Investment Management

Learn about the operations of the Client Services Organization

UBS – Wealth Management Department Stamford, CT

Client Service Assistant Fall 2008 – Fall 2009

Performed background and reference checks and due diligence research

Assisted in portfolio construction and rebalancing strategies

Delivered presentations to clients and senior management regarding portfolio strategy

Generated immediate research for requests from Financial Advisors

Coordinated with the operations function and performed administrative duties

Fairfield University – Dept. of Modern Language & Literature Fairfield, CT

Teacher Assistant Spring 2008

Instructed weekly oral practice sessions to students

Assisted students to improve their command of oral Chinese

Evaluated students in their oral practice sessions

Fairfield University Investment Analysis Fairfield, CT

HTC Financial Analysis Fall 2007

Researched company’s opportunity and risk

Translated and analyzed company’s latest financial report

Calculated and compared the required and expected return

SKILLS

Knowledge of Microsoft Word, Excel, PowerPoint, VBA, QuickBooks

Bloomberg certificated in Fixed Income, Equity

Native speaker of Mandarin, Fluent in English

Strong quantitative and analytical skills

AmeriCares Volunteer – Finance Department (Stamford, CT)

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