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Equity Research Analyst Resume

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New York, NY

SKILLS & INTERESTS

Computer Skills: Proficient in Microsoft Office, R, SAS

Languages: Fluent Mandarin

Interest: Badminton, Detective-mystery Fictions & Movie, Texas Holdem, Mafia Party Game

PROFESSIONAL EXPERIENCES

Confidential,New York, NY

Equity Research Analyst

  • Developed financial models for 8 companies utilizing DCF, comparable company, and precedent transaction analyses
  • Assisted in maintenance of 8 target companies materials, including tear sheets, presentations and market discussion slides.
  • Wrote two equity research reports on Revolution Lighting Technologies, Inc. (RVLT) and Proto Labs, Inc. (PRLB) which
  • analyzed their business prospects, market performance, risk factors, competitive landscape and key financial ratios
  • Roland Berger Management Consultants Chongqing, China
  • Winter Analyst, Financial Services Team 12/2014 04/2015
  • Researched industry and competitor analysis by desk research and cold call and delivered 30 Excel reports and PPT slides
  • Interfaced with more than 30 experts and managers on frequent basis to gain knowledge in project related industry
  • Collected and analyzed regulation and business risks in a potential migration process and developed a 5 - year strategy for a
  • middle-size security company, mainly responsible for designing and analyzing asset management business plan models
  • China Asset Management Chengdu, China
  • Summer Analyst, Treasury Services 04/2014
  • 07/2014
  • Pitched potential clients directly by sales calls and built client database for key sales initiatives and weekly sales updates
  • Prepared data book and presentation decks and interfaced with 5-province sales managers by analyzing revenue streams
  • from different cash management products and services to discuss key revenue drivers and manage business issues
  • Calculated and analyzed deal returns to assist in firm-wide de-risking process by targeting high-risk and low-revenue clients
  • HSBC Holdings plc. Chengdu, China
  • Summer Analyst, Credit and Risk Management 05/2013
  • 07/2013
  • Drafted credit risk reports based on financial statements and analyzed financial ratios to determine the default probability
  • Quantified the impact of economic, legal and industry trends surrounding delinquency, credit losses and outstanding
  • receivables for both loan and lease products using economic and statistical principles
  • Assisted with quarterly valuation process for debtors credit records measure default risk and compile loan applications

LEADERSHIP ACTIVITIES:

Confidential, TX

General Secretary

  • Created the career guide for economics graduate students to utilize during job searches
  • Established profession networking by connections with employers, external career associations, and the Aggie alumni
  • Hosted Econ Career Panel Discussion, invited professionals from different industries to share their job hunting strategies
  • National Students Entrepreneurship Chengdu, China
  • Program Founder and Chairman of the Board 09/2013
  • 12/2014
  • Founded Fancy Culture Studio, a profitable company with 3000 RMB daily sales focusing souvenir design and sales
  • Merged the company with Student - Run Supermarket, the first student-run and independent supermarket in China
  • Extended the new companys operation scale by 40% to 334 employees and increased daily sales by 150% to 50,000 RMB

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