Credit Analyst, Risk Management Analyst, Financial Analyst, Investment Analyst, Quantitative Analyst with 1 years experience looking for a Entry-level position.
Credit Analyst, Risk Management Analyst, Financial Analyst, Investment Analyst, Quantitative Analyst with 1 years experience looking for a Entry-level position.
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Attribution Non-Commercial (BY-NC)
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Credit Analyst, Risk Management Analyst, Financial Analyst, Investment Analyst, Quantitative Analyst with 1 years experience looking for a Entry-level position.
Direitos autorais:
Attribution Non-Commercial (BY-NC)
Formatos disponíveis
Baixe no formato TXT, PDF, TXT ou leia online no Scribd
12151 SE 38th Place - Bellevue, Washington 98006 - (617) 834-7183 - ywae8
122@westpost.net SUMMARY OF QUALIFICATIONS Detail-oriented Finance Professional adept in investment analysis and risk manag ement. * Aptitude for financial modeling; background programming software to automate d ata mining process for potential acquisition targets. * Conducts risk analysis on loan applications using methods such as break even a nalysis, sensitivity analysis, and discounted cash flow modeling. * Skillfully extracts data from systems and performs reporting and forecasting. * Fluent in English and Mandarin. TECHNICAL SKILLS MS Excel, Access, PowerPoint * MySQL, SQL Server, Oracle * SPSS, Stata * VBA * MATLAB * Pascal EDUCATION * M.A., Finance, Brandeis University, Waltham, Massachusetts 2009 GPA: 3.7/4.0; Recipient of Global Leadership Scholarship * B.S., Mathematical Finance, Zhejiang University, Hangzhou, China 2007 PROFESSIONAL EXPERIENCE * Investment Analyst, Citrus Acquisitions, LLC, Cambridge, Massachusetts 2010 - Liaised with programmers to develop software to help companies identify potent ial acquisition targets, compiling report on resources for specific industries a nd refining keywords to increase accuracy of outcomes. - Sorted through collected data to determine its relevance and discarded unneces sary information. - Established information retrieval center in China to collect profiles of poten tial acquisition targets. - Performed acquisition valuation using techniques including comparable companie s/transactions and asset-based methods, as well as discounted cash flow modeling . New Business Representative, Savings Bank Life Insurance, Woburn, Massachusetts 2009-2010 - Reviewed insurance applications, analyzing for accuracy and adherence to regul ations; approved and issued more than 2,000 policies, with cumulative value of $ 800 million; and interfaced with brokers and underwriters. * Commercial Credit Analyst (Intern), Interaudi Bank, New York, New York 2008 - Processed up to 10 loan applications per day, liaising with clients to obtain and assess financial statements, real estate collateral, and equity and using in formation to define applicants' financial standing. - Evaluated and quantified risk associated with loan using discounted cash flow models, sensitivity analysis, and breakeven analysis. - Helped credit officers servicing accounts, executing internal payments and tra nsfers and maintaining documentation. - Generated credit approval reports for high-profile loans totaling $90 million, providing information to credit officers and head of bank; assisted with home m ortgage disclosure act reporting for previous fiscal year. * Quantitative Analyst (Intern), Data Rewards, LLC, Framingham, Massachusetts 20 08 - Designed and calibrated pricing forecast model for oil trade clients by applyi ng commodity fundamentals and forward curves and performing regression, Monte Ca rlo simulation, backtesting, and sensitivity analysis. - Contributed to development of Super Score Builder software, programming modeli ng tools in MATLAB; software is currently used for data mining/optimization by 2 0 global companies, including Dell, Bank of America, and eBay. * Data Analyst and Consultant (Intern), Shanghai WTO Affairs Center, Shanghai, C hina 2006-2007 - Produced agricultural analyses via Oracle for internal government clients to s ummarize year*s position and enable projections of future developments. - Extracted information from internal database to create U.S.-China trade report s, including analysis and conclusions. - Advised domestic agricultural exporters on legal matters, reviewing regulation s carefully to prevent violation of policies/statutes during change of legislati on. CREDENTIALS * Member of Global Association of Risk Professionals (GARP) * Passed Chartered Financial Analyst Exam, Level I * Passed Financial Risk Manager (FRM) Exam