New Orleans LA, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Financial Analyst,
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Entry Level
Languages: English, Chinese
Highlights:
Skills:CFA, Python, Matlab, Microsoft Office, Bloomberg
Investment Banking Analyst, China Investment Group 03/2019 - 04/2019
NYIC (NEW YORK INTERNATIONAL CAPITAL, LLC), New York, NY United States
Industry: Finance
• Researched marketing materials in a timely and efficient manner including sell-side teasers, Confidential Information Memorandum, and pitch books.
• Identified prospective U.S. and South Africa buyers with a good fit for the deals sourced from the sell-side in U.S.
• Assisted in pitching deals sourced from the U.S. to top executives of prospective U.S. and South Africa buyers during online meetings with them
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Analyst Assistant 07/2017 - 02/2018
Bank of China International (China) Limited, Beijing, Beijing China
Industry: Finance
• Completed a company investment value report of Shandong Kaitai Petrochemical Co., Ltd (China New OTC Market)
• Wrote and analyzed daily reports of Hong Kong and China A stocks, weekly reports of IPO shares
• Analyzed two Chinese Mutual Fund market reports for the clients
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Wealth Manager Assistant 01/2016 - 02/2016
CITIC Bank, Beijing Haidian Sub-Branch, Beijing, Beijing China
Industry: Finance
• Assisted wealth manager to make investment plans for the clients
• Attracted five clients to purchase new financial products and maintained relationship with clients
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Customer Manager Assistant 08/2014 - 08/2014
China Everbright Bank, Shandong Linzi Branch, Zibo, Shandong China
Industry: Finance
• Assisted customer manager to promote unsecured microcredit loan, learned business procedures in banks
• Answered clients' questions professionally, independently promoted 10 unsecured microcredits
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Sichuan University 09/2013 - 06/2017
Chengdu, Sichuan, China
Degree: Bachelor's Degree
Major:Metallic Material Engineering
Minor:Financial Engineering
GPA: 3.59, Major rank 4/67, Class rank 1/20
Sichuan University League Secretariat Deputy Director
• Managed and renovated Youth Workshop, one of the main halls to held SCU student activities
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