Analyst

YUNLEI (MATTHEW) TU

*A Charlesbank Way  Waltham, MA 02453 857-***-****  **********@*****.***

SUMMARY

Experience in performing research and quantitative analysis (financial modeling) for the investment making process in leading financial services firms complemented by a Master of Science in Quantitative Finance.

Additional strengths include:

 CFA Level 3 Candidate (June 2010)

 Member of Boston Security Analyst Society (BSAS)

 Proficient in Word, Excel(VBA), PowerPoint, Access(SQL), C/C++, R, SPSS, Bloomberg, Factset

EDUCATION

MCCALLUM GRADUATE SCHOOL OF BUSINESS, BENTLEY UNIVERSITY, Waltham, MA

Master of Science in Finance/Quantitative Finance Dec. 2008

 Cumulative GPA 3.84/4.0; Awarded merit-based Graduate Assistantship

 Graduated with High Distinction Honor

 Coursework: Fixed Income; Equity Valuation; Asset Valuation and Derivative Pricing; Applied Modeling; Quantitative Analysis for Business & Finance; International Financial Management

EAST CHINA UNIVERSITY OF SCIENCE & TECHNOLOGY, Shanghai, China

Bachelor of Economics in International Economics and Trade June 2007

 GPA 3.6; Top 5% of Class (3/81); graduated with Honors

 Annual Outstanding Student Honor

PROFESSIONAL EXPERIENCE

STRATEGIC CAPITAL ALLOCATION GROUP, Boston, MA

SCA is an investment strategy firm catering to institutions and ultra high net-worth individuals in the world

Investment Analyst (Contract) March 2010 - Now

 Develop spreadsheets (VBAs & Macros) and other analytical tools to conduct peer group analysis and statistical analysis on hedge funds in various style categories;

 Review monthly reports from managers and assist the due diligence and portfolio constructions processes.

BTMU CAPITAL CORPORATION, Boston, MA

BTMU Capital is an investment bank with operations in structured financing and related finance services, and is a subsidiary of the Bank of Tokyo-Mitsubishi UFJ Ltd., one of the largest financial institutions in the world.

Analyst 2008 - 2010

 Reviewed the new transaction closing process and on-going transaction monitoring process regarding pricing & asset valuation, compliance and due diligence processes; Analyzed and evaluated the credit and asset risks; Identified existing high risks in the process and recommended corresponding controls to mitigate these risks;

 Assessed and analyzed the risks of asset valuation models (DCF Model, Relative Valuation Model, etc.) and two financial models (Portfolio Stress Model & Economic Capital Project);

 Participated in developing and implementing the Enterprise Risk Management framework to the company. Conducted a gap analysis to identify gaps in the ERM implementation status and steps to adopt action plans to close the gaps.

CITIGROUP, Investment Banking Division, Shanghai, China

International financial conglomerate with operations in consumer, corporate, investment banking and insurance.

Financial Analyst 2006 - 2007

 Involved in Import Financing Project for institutional customers through working with a cross divisional project team in an international environment.

 Performed financial statement analysis and interpreted the results using advanced accounting skills.

 Maintained and compiled customers’ credit histories and conducted peer group analysis.

RESEARCH EXPERIENCE

Graduate Assistant, Department of Economics, Bentley University, Waltham, MA Sept. 2007-Aug. 2008

 Expedited professor’s research process by using various databases such as Morningstar, Factset and Bloomberg to collect data and used SAS and Stata to analyze the data.

COMMUNITY LEADERSHIP

Founder and President of CSSA, Bentley University, Waltham, MA Nov. 2007-Jan. 2009

 Established and leaded a new student organization and made it the largest graduate association.

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