Boston MA, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Financial Analyst, Banking Associate
Occupation: Sales
Degree: Bachelor's Degree
Career Level: Entry Level
Languages:
Highlights:- Part-time experience as an advisor in the current institution - Internship Experience at the largest Commercial bank in Vietnam - Internship Experience at a private-equity company - Global volunteer experience in Vietnam, Jamaica, Greece, and the U.S.
Skills:Bloomberg Terminal, Microsoft Office, Adobe, Financial Reporting, Scrum, Quarterly report, Billingual, Vietnamese, German, Bond, FX trading, Fixed income, Electronic banking
Goal:To become a financial analyst for either an investment bank or other financial institutions.
Membership:Golden Key Honor Society
Certification:- Bloomberg Market Concepts (BMC) – economic indicators, currencies, fixed income, and equities market concepts, terminal use, and portfolio management - Microsoft Office Specialist (certificate 77-725, 77-727, and 77-729) - Core Data Analysis, Manipulation, and Presentation using Excel 2016; Core Presentation Design and Delivery Skills using PowerPoint 2016; and Core Document Creation, Collaboration and Communication using Word 2016 - Adobe Certified Associate (ACA) - Visual Communication using Photoshop CS6, Graphic Design using Illustrator CS6
Honor:The Chancellor’s Scholarship for eight semesters, the Housing Award for eight semesters, the Merit Scholarship for the spring term 2018, and UMass Dartmouth UPP conditional Scholarship Award.
Banking Intern 06/2019 - 08/2019
Asia Commercial Joint Stock Bank (ACB), Ha Noi, Ha Noi Vietnam
Industry: Banking
This intern position exposes the candidate to various tasked expected of a personal banker at this commercial bank, such as maintaining good relations with prospective and registered individual clients of the bank, opening a new electronic account per inquiry over the counter, and attending sponsored banking events.
- Collaborated with tellers to open new of checking accounts, saving accounts, and filled out paperwork for CDs and other money-market product at the Asia Commercial Bank (ACB), which was the largest private bank in Vietnam, to private banking clients and maintained communication with newly registered customers to answer their inquiries.
- Collaborated with credit analysts and the branch manager in the process of reviewing and approving applications for personal loans, lines of credits, and mortgages, and learned about valuable key performance indicators, such as return on assets, non-performing loan ratio, and efficiency ratio.
- Supported personal bankers in sponsored events of the downtown branch, pitched, and opened ACB’s new premium checking accounts (Ebiz), to target customers, who were owners of small and medium-sized enterprises.--
Academic Peer Advisor 11/2019 - current
University of Massachusetts Boston, Boston, MA United States
Industry: Education
- Organizes live technical demonstrations of the university’s information system (WISER) in front of a large number
of freshmen and transfer students with demanding academic backgrounds and different academic tracks.
- Consults up to forty students per day on average in drop-in private sessions and instructed them to access the university’s resources and navigate different undergraduate offered by different colleges.
Each year the University Advising Center of the University of Massachusetts Bostons hires about ten students to assist the academic advisors at orientation. Peer advisors are confident, assertive speakers, either one-on-one or before a group. They don’t hesitate to ask for help when they need it. They’re patient explainers. They’ve developed good strategies for academic success. They’re enthusiastic about the university. And they can speak first-hand to the value of UMass Boston’s general education curriculum.--
Public Relations Intern 06/2018 - 08/2018
BK-Holdings Co., LTD., Ha Noi, Ha Noi Vietnam
Industry: Private Equity
- Interpreted for guest speakers, who were venture investors, owners of startups and business incubators in private-equity events and attained a thorough understanding of the business cycle from pre-seed investing to liquidity events.
- Edited quarterly reports used by the company to receive ODAs from various programs (like the Viet Nam – Finland Innovation Partnership Program).
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University of Massachusetts Boston 05/2017 - current
Boston, MA, United States
Degree: Bachelor's Degree
Major:Management
Minor:Finance
- Cumulative GPA: 3.79 / 4.0
- Position in the Dean’s List for three consecutive academic semesters, from fall 2018 to fall 2019.
- Campus & Community Outreach Director for the UMass Boston chapter of the Golden Key International Honor Society
- Registered candidate for the CFA Level I examination and Security Industry Essentials (SIE) examination
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