Bethlehem PA, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Data Analyst, Financial Analyst
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Entry Level
Languages: English, Chinese
Highlights:
Skills:Eviews, SPSS, Python, Data Mining, Business Analysis, Project Management, Machines Learning, Risk Assessment, Risk Management, Forecasting, Customer Relationship Management, Accounting, SQL, Excel, Microsoft PowerPoint, Microsoft Outlook, Matlab, Microsoft Access, Database Management, Econometrics, Trend Analysis, Quantitative Analysis, Quality Assurance, Requirement Gathering, Pricing Strategy, Data Collection, Portfolio Optimization, Sensitivity Analysis, Monte Carlo Simulation, Performance Monitoring, Marketing, Report Generation, Technical Expertise
General Manager Assistant 07/2015 - 09/2015
INDUSTRIAL BANK CO., LTD., Shijiazhuang, Hebei China
Industry: Bank
Built and integrated a detailed Excel table with relevant data to accurately calculate the customer manager salary based on guidance documents from the main office. Compiled key data analytical statements and conference reports for review by the Vice-President. Contributed to the technical assessment, scope definition, project planning, analysis, design, implementation and testing of large projects.
• Maintained and improved the customer relationship management system, providing exceptional customer service by editing and sending appropriate messages to customers, increasing customer satisfaction by 50%.
• Collaborated with customer department management to plan and organize a large community marketing event, generating 20M deposits.
• Analyzed complex financial data for the first half year in order to execute comparison analysis with other branches/banks and identify 5 areas for improvement.
• Consistently exceeded expectations ensuring projects were on time, on budget, compliant with standards and met business needs.
• Conceptualized market and competitive research and applied it to build a detailed strategic plan.--
Financial Advisor Assistant 07/2013 - 09/2013
AGRICULTURAL BANK OF CHINA, Shijiazhuang, Hebei China
Industry: Bank
Assisted the manager with critical documentation and weekly reports to assure optimal business success. Performed key administrative duties such as completing applications, issuing quotes, maintaining client records, preparing reports and creating presentations to enhance office organization.
• Delivered comprehensive assistance to the manager in ensuring smooth bank lobby operations while boosting productivity by 70%.
• Applied and oversaw a number of creative marketing strategies to recommend and sell financial products, elevating sales revenues by 30%.
• Provided various consultancy services for diverse customers including aiding customers in opening personal accounts, increasing customer retention by 45%.
• Built and maintained solid, long-lasting relationships with clients in order to create a successful referral network, boosting referrals by 15%.--
Huazhong University of Science & Technology 09/2010 - 06/2014
Wuhan, Hubeu, China
Degree: Bachelor's Degree
Major:Financial Management
• Empirical Analysis on Risk Measurement: China’s Shanghai-Shenzhen 300Index Futures Market Based on VAR. Summarized the research status of VAR measures and evaluations on risks overfitting. Collected 515 items from Shanghai-Shenzhen 300 index futures, conducted the model fitting on GARCH by EVIEWS and SPSS, and finished the back-testing analysis on results.