Financial Analyst Intern Resume ucson, AZ - Hire IT People

EXPERIENCE:

Confidential, ucson, AZ

Financial Analyst Intern

Mainly worked for the firm’s placement agent unit, managing its CRM database (Salesforce);
Analyzed different hedge fund and private equity firms based on their strategies, benchmarks and historical data, and create professional charts and tables for analytical reports and client pitches;
Established risk analysis models and financial Pro Forma for various firms and businesses;
Created marketing material based on the firm’s direction and principle, generating more than $500 million potential investments for the clients within 7 months;

Confidential Tucson, AZ

Team Leader, Member of Endowment Investment Committee

Managed $1M University's Endowment Fund;
Participated in the decision of portfolio asset allocation & sector allocation;
Oversaw a team of six undergraduates in analysis of different sectors: Technology and Finance;
Involved in industrial fundamental research and individual stock analysis;
Portfolio return during the class period outperformed S&P 500 by 5.3%;

Confidential

Retail Banking and Wealth Management Department

Assisted to issue home loan mortgage contracts, main tasks include due diligence, drafting documents, and connecting local notary office and law firms for legal support;
Held small meeting with potential borrowers, explaining the details about the loan structures. For example, the difference between the floating rate loan and fixed rate loan;
Attended meetings with local real estate developers, most of which are new businesses;
Team awarded #1 nationwide performance with more than RMB100 million lending record in one month;

Confidential

Retail Banking and Wealth Management Department

Analyzed annual cross - sectional data for 76 counties in Zhejiang Province from ;
Used SPSS to process the data to analyze and precast the future of the cultural development industry in Zhejiang Province, providing analytical supports for decision making;
It was also the topic for my undergrad dissertation;