·               Quantitative Analytics

·               Risk Management

·               Client Relationship

·               Performance Metrics

·               Variance Analysis

·               Ad hoc Reporting

·               Financial Statement Analysis

·               Budgeting and Forecasting

·               Financial Planning

 

 

 

 

PROFESSIONAL EXPERIENCE

First County Bank

Credit Risk Analyst, School Project, Stamford, CT                                                   Sep. 2015 – Dec. 2015

·               Consolidated and interpreted data from balance sheet to analyze changes in loan structure, P&L performance and risk exposure and identify key performance indicators.

·               Operated VaRs analysis and stress testing to quantify risk, simulated potential loss based on CDX market data (Bloomberg) and forecasted credit risk effect on bank earnings.

·               Coordinated with various departments to review daily risk-control process and proposed some recommendations on hedging strategy and Enterprise Risk Management framework.

 

BH Asset Management, LLC

Summer Financial Analyst, New York City                                                                   Jul. 2015 - Aug. 2015

·               Applied Excel (VBA, V-lookups) to reconcile transaction records and client account data for five-year investment performance analysis. Calculated portfolio return and compared with benchmark.

·               Assisted in budgeting and constructing composites structure for promoting new investment strategy and achieved a 0.2% higher return than old portfolio after testing several reasonable proposals.

·               Maintained two data systems and prepared backup reports for external audit to get GIPS verification. Performed daily administrative support to managing director.

 

Industrial and Commercial Bank of China
Summer Credit Analyst, Nanjing                                                                                 Jun. 2014 - Aug. 2014

·               Evaluated clients’ creditworthiness based on financial statement analysis, variance analysis, cash flow analysis and due diligence and improved assessment process efficiency by 10%.

·               Assisted in post-loan risk control by monitoring credit policy compliance of projects.

 

Jiangsu Shunyuan Group

Accounting Intern, Nanjing                                                                                            Jun. 2013 - Aug. 2013                   

·               Managed accounts receivable, invoicing process and prepared monthly closing and bank reconciliations.

·               Assisted senior accountant in revenue recognition and compiling quarterly financial reporting.

 

 

EDUCATION & CERTIFICATION

University of Connecticut, School of Business, Stamford, CT                                                      Dec. 2015

Master of Science in Financial Risk Management, GPA: 3.7/4.0

Hohai University, School of Business, Nanjing, China                                                                    Jun. 2014
Bachelor’s degree in Management, Major in Financial Management, GPA: 4.5/5.0

 

Technical Skills: Excel (VBA, Pivot Table, V-lookups), PowerPoint, Access, Outlook, SAS, Bloomberg, SPSS, SQL and Matlab.

Certification: Level II CFA Candidate, Level II FRM Candidate, SAS Base Programmer.

Work Authorization: U.S. Permanent Resident (Green Card).