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