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SUMMARY
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Extensive experience in Risk Management, Financial Analysis, Quantitative
Modeling and Reporting
Advanced skills in SAP, SAS, Excel/VBA, SQL Server, Access, Matlab and
Bloomberg Terminal
CFA Level II Candidate, hardworking team
player, quick learner and problem solver with leadership
Fluent in English and Mandarin
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EDUCATION
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CASE WESTERN RESERVE UNIVERSITY
Cleveland, OH
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2012-2014
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Master of Science in Management Finance
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Merit-based
Scholarship recipient
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Teaching
assistant for the Banking and Finance Department
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ZHEJIANG UNIVERSITY (Top 3 in China)
Hangzhou, China
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2008-2012
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Bachelor Degree in Economics &
Bachelor Degree in Applied Biology (Biostatistics)
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Exchange student at New York University
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EXPERIENCE
06/2014 -
Present
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Financial Analyst, BASF
Corporation
Beachwood, OH
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Prepare
monthly P&L reports to support monthly forecast process, responsible
for analyzing financial metrics in sales, expense and margins and adjusting
CM1 Forecast Model
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Compile
Area Managers’ and Sales Reps’ performance by executing Business Rules
analysis and create performance scorecard in order to reduce complexity and
support continuous development
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Maintain
and update database queries to improve the accuracy and efficiency of
business analysis
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03/2014-06/2014
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Investment Analyst Intern, RIDGE CREEK
GLOBAL
Strongsville, OH
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Evaluated
third-party solutions that would enhance firm analytical and reporting
capabilities
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Calibrated
asset allocation strategies based on Mean-Variance Optimization and APT and
Black-Litterman Model and conducted portfolio risk assessment via VaR testing
and scenario analyses
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Prepared
initial review of investment proposals and conducted industry, economic,
financial, and commercial due diligence to provide creative investment alternatives
and recommendations
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09/2013-
01/2014
05/2013-
08/2013
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Business Analyst Intern, CONSOLIDATED
RESEARCH, INC.
Euclid, OH
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Built
a cash flow model to support capital budgeting and performed sensitivity
and scenario analyses via VBA to assess standalone expansion project risk
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Conducted
due diligence and prioritized pricing mechanism by integrating customer
behavioral response and market segments to better achieve volume and return
objectives
Data Analyst Intern, China Citic
Bank
Hangzhou, China
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Created
and maintained a SQL database of 1,000,000 entries of data to update the
clients’ information dynamically and performed monthly tracking of credit
card delinquency path
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Modeled
Probability of Default (PD) via Logistic Model to estimate credit card
default
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RESEARCH
PROJECTS
03/2013 -
12/2013
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Empirical Finance Research – SAS and VBA programming
Cleveland, OH
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Processed
stock data from WRDS database and developed Linear Regression Model to
analyze the effect of stocks’ recommendations on future return and
conducted backtesting and soundness test
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Evaluated
and ranked Probability of Default (PD) among 10 institutions by using Merton
Model, Credit Grades Model and Delianedis-Geske Model
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Calibrated
Vasicek Model and implemented Monte Carlo simulation for structured note pricing
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09/2012-12/2012
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Investment Management
Project
Cleveland, OH
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Executed
trades in stocks and fulfilled a real asset allocation project to give
clients 10% portfolio growth expectation and 8% maximum shortfall
requirement under VaR and CVaR constraints
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Quantified
anomalies compared with benchmarks on a daily basis, investigated reasons and
explanations of data anomalies by researching on market events and
macroeconomic policies
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ADDITIONAL
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Volunteer Experience at Great
Cleveland Food Bank (2014), Rural Support Organization (2012)
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