MBA & CFA Level III Candidate

OLIVIA WU

**** ******* **** **, ********, GA ****1, 404-***-****, ********@*****.***

Objective

Investment analysis, financial advisory, investment banking, or commercial banking related career opportunity

Profile

MBA and CFA Level III candidate with five years of experiences in public services, private equity, and banking. Proactive mindset with attention to details. Strong communication skills and demonstrate ability to interact with clients.

Key Strengths

• Financial Projection, Investment Analysis, Valuation, Due Diligence

• Business Plan Development, Negotiation, Client Relationship

• Ability to work independently and in team environment

• Proficiency in Excel, PowerPoint, and Word

• Bilingual in English and Mandarin

Professional Experiences

San Francisco Transportation Agency San Francisco, CA 11/2007-Present

Principle Analyst Agency enterprise with 5000 employees $700 million revenue

• Perform financial analysis on investment projects; provide consultations to senior management;

• Monitor status of about 200 capital contracts totaling $1.4 billion through frequent communication with internal and external parties;

• Provide recommendations for pricing, renewal terms, and memorandum negotiation.

Heritage Capital Advisors LLC Atlanta, GA 3/2007-10/2007

Vice President Private equity and corporate advisory firm

• Identified new business opportunities; researched and contacted potential investors;

• Added new international clients through active community involvement and networking;

• Advised on $30 million FDI project including negotiation with State and local development of economics; interviewed major real estate services providers including CBRE, Colliers, Cullman, etc.

Analyst 5/2004-3/2007

• Acted as an integral part of the deal execution team from pitch to closing;

• Independently created more than 30 business plans, presentations, and marketing brochures;

• Assisted in portfolio management of a Fund that focuses on U.S. banking industry; performed security analysis and wrote research reports, made recommendations for portfolio manager;

• Met with clients, interviewed management, and participated in negotiations;

• Created two libraries and resources databases about US Hispanic Market and China;

• Decreased 6-month expenses by 17% YOY for one of projects by performing monthly expenses driver analysis and making process improvement suggestions;

• Advised company won Atlanta 2006 Top 10 medium and small company “Ones To Watch” Award.

Chuang Ju Telecommunications Ltd. Beijing, China 7/1999-12/2000

Investment Analyst High growth IT vendor to China Telecom and China Unicom

• Conducted financial analysis and provide financial solutions for establishing two joint ventures, including NPV, IRR, and ROI analysis;

• Participated in negotiations of Memorandums, leasing terms, and bank loans.

Intern Experiences

Federal Reserve Bank of Atlanta Atlanta, GA 1/2004-5/2004

• Analyzed economy and market development to identify emerging risks and issues and to evaluate impacts on major companies and industries;

• Assisted in examining and reviewing SEC filings, financial statements, and loan portfolios of financial services providers;

• Produced monthly Stock Valuation Report and Default Report by utilizing financial modeling and tools such as Bloomberg; wrote memo for supervisor.

UBS Financial Services Atlanta, GA Summer 2003

• Worked on team basis and mentored by VPs in financial advisory practice and enlarge client base;

• Gained knowledge of financial products and services to offer, prepared investment solutions to meet clients’ goals while promote products and services of UBS; assisted in asset allocation and portfolio management;

• Made about 50 cold calls a day to expand client base, created marketing materials, prepared and attended investment seminars.

Certification

CFA Level III Candidate

• Completed Level III exam and waiting for result

Education

MBA in Finance - Georgia State University Atlanta, GA 2003

• GMAT 720

• Vice President of Chinese Student Union with 500 members

BA in Finance - Hunan University Changsha, China 1999

• Scholarship recipient

• The Valedictorian giving speech at the commencement

Affiliations

National Association of Chinese Americans (NACA) 2003-2008

• Secretary and Board Member

Georgia China Alliance 2004-Present

• Member

Other

Obtained working authorization, current or future employer sponsorship are not needed

Contact this candidate