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Click here or scroll down to respond to this candidateCandidate's Name
Street Address | EMAIL AVAILABLE | PHONE NUMBER AVAILABLE
SUMMARY
MBA education with engineering background, highly organized, capable in areas of finance, operations, and project management.
3 years experience in finance and investment banking. Thrives in a demanding environment, with exceptional problem-solving skills, hardworking and capable in multi-task and manages priorities effectively. Master level proficiency with Microsoft Office Suite (Word, Excel and PowerPoint).
EDUCATION
Pace University - MBA, 3.34 Financial Management New York, NY; 2013
Relevant courses: Data Analysis for Decision Making, Applying Financial Modeling, Money and Capital Markets, etc.
Fuzhou University Bachelor of Engineering in Environmental Engineering Fuzhou, China; 2010
EXPERIENCE
TriPoint Global Equities, LLC: Capital Markets Associate New York City Oct 2012 Present
Support senior team with tasks including administration, coordinate gathering of material of analytical projects, research, data analysis, financial projections and modeling
Performed financial analysis for 300+ public companies, methods include DCF, trading multiples, EBITDA margins, utilizing strong understanding of financial statements analysis and accounting
Conduct 2000+ investor pitch sales via phone/in-person based on self-compiled database, maintains relationship with 400+ investors, issuers, and other professionals, resulted in potential 50mm deal
Conduct productive in-person meetings, conference, phone calls and Emails conversations, utilizing excellent interpersonal and communication skills
Work with CCO of the firm, adhere to internal and external polices including FINRA, SEC rules, and producers regarding securities transactions and code of conduct
Trained and supervised 6 new interns on job responsibility, utilizing leadership skills
High proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
Utilizes Microsoft Excel skills to evaluate financial data of public/private companies, creating valuation models using DCF, trading multiples and precedent transactions
Utilizes strong analytical and quantitative skills in financial modeling; Responsible for creating sophisticated, dynamic Excel financial models to reflect and project risk/reward and profitability scenarios for company business analysis and industry research
Assists and advises public companies in creating and modifying corporate/investor presentation, teaser and overview, utilizing Microsoft PowerPoint and Word skills.
du Pasquier & Co., Inc.: Financial Analyst Intern New York City May 2012 Oct 2012
Conducted financial analysis and data mining of 30+ public companies in various industries utilizing Excel skills and Bloomberg database service
Team DeedCast, LLC: Financial Advisor Intern New York City Sep 2011 Jan 2012
Assisted with overall data collection, financial analysis and financial projections for Team DeedCast, built strong analytical and quantitative skills.
Nan Hua Futures: Trainee Broker/Regional Management Trainee Hangzhou, China Jul 2009 Aug 2009
Contacted and communicated with 400+ enterprise investors by phone and visited 10 large potential investors in person to promote the access to the futures market in order to manage their materials risk
Guosen Securities: Reference Clerk Yiwu, China Jul 2007 Aug 2007
Participated in the basic processes of information management, including account setting, data input, and electronic data checking for investor base of 500+
SKILLS & CERTIFICATIONS
Excellent quantitative, analytical skills; exceptional problem-solving skills, excellent interpersonal and communications skills
Familiar with different proprietary software and databases: Bloomberg, FactSet, S&P Capital IQ, Microsoft Office, @Risk, Decision Tree, etc.
Language: Fluent in Mandarin and English
Certifications: Series 7, Series 63 and Series 79 (CRD# 6176683)
Patent: Three dimension ruler for use in electronic commerce (Chinese Patent NO.ZlPHONE NUMBER AVAILABLE - April 2009)
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