Jia Wang
Email: *******@*****.*******.*** *** Lawrence St, Uniondale, NY 11553 Tel: 001-516-***-****
PROFILE:
M.S. in Finance candidate with strong background in equity research, financial analysis, financial modeling and forecasting, statistics, investment analysis and economics. Special interests in equity research. financial analysis d forecasting. Seeking Full Time Job in equity research. Willing to relocate and travel.
EDUCATION:
Frank G. Zarb School of Business, Hofstra University Hempstead, NY
Master of Science in Finance, (30 finance credits) GPA:4.0/4.0 (expected) May 2012
Competitions:
• Participated “Wall Street Equity Research Competition” – (Financial Modeling)
• Represented Hofstra in the NYMEX Group Commodity Trading Competition, Leader of a team of graduate students Trading Crude Oil and Gold futures
Northwood University Midland, MI
Bachelor of Management, (20 Credits in Economics) GPA:3.82/4.0 March 2010
Awarded Northwood Scholar (2010); Graduated “Magna Cum Laude”; Presidents’ List (2008-2009);
FINANCE PROJECT:
• Financial Analysis: Analyzed Delta Star Corporation’s current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures; building cash inflow and outflow, utilizing Excel regression to forecast company’s next 5 years financial situation, using NPV, IRR, and Payback Period methods to make investment decision.
• Corporate Evaluation and Stock Analysis: Estimated cost of capital using the WACC and CAPM model, and analyzed historical financial data to evaluate PepsiCo’s stock and forecast its financial future.
PROFESSIONAL EXPERIENCE:
Intern, UBS Uniondale, NY
Wealth Management Department February 2011-Present
• Analyzed products, services and specific companies related to financial ratios
• Produced various daily Excel reports to monitor fund investments, fund exposure on stock markets
• Marketed equity and mutual funds to Long Island 100 CEOs and other high net worth individuals.
Intern, Construction Bank of China Shaoxing, China
Corporate Banking Department-Credit Analysis June 2010 – Aug 2010
• Prepared weekly financial performance reports for the Branch Manager
• Assisted Loan Officers to evaluate corporate financial documents, business and credit for loan qualifications
Intern, Bank of China Shaoxing, China
Personal Finance Banking Department June 2007 – Aug 2007
• Collected borrowers’ income certificate, identification, marriage status, real estate documents, evaluated the
borrower’s qualifications for the loan applications, and analyzed default risk and market risk
• Provided all financial products (mutual funds, stocks, pension funds, options, futures to potential clients)
ACTIVITIES:
• Co-Founder, VP-Corporate Relations of ALPFA-Hofstra Chapter, a networking group for students and Finance/Accounting professionals at East Coast. In two months, student membership increases from 5 to 150.
• Member of New York Society of Security Analysts (NYSSA), Asian Business Association, The Chinese Finance
Association - N.Y. Chapter, Quants and Trader Association;
• CFA Candidate (June 2012)
SKILLS
• Familiar with financial software system, Data management with Bloomberg Terminal and Excel
• Strong Excel abilities, utilizing formulas, models, simulations and functions to do statistical analysis
• Multilanguage: Mandarin (fluent), English (fluent), Spanish (Basic)
• Competitive team and individual sports; Mountain Climbing, Badminton; Avid “Wall Street Journal” follower