A C Email & Phone Number

• BCom graduate with a strong academic background in Finance and Business Analytics, committed to driving a higher standard of excellence for operations management, reporting and analysis, and continuous improvement.• Academically trained in corporate finance - interpreting financial statements (balance sheet, income statements, cash flow statement), monitoring business KPIs, and building reports, data dashboards, and workflows.• Familiar w/ financial instruments (stocks, derivatives, options, mutual funds, etc.); working towards CFA I.• Forward-thinking campus leader with 2+ years’ experience managing student organizations, fostering cross-functional team collaboration with exceptional rapport building and project coordination skills.• Tools: MS Office (Word, PowerPoint, Outlook), advanced Excel (VLOOKUP, Pivot Tables, Arrays, formulas & functions); Bloomberg Terminal, eastmoney.com; data analytics/visualization tools (Python, SQL, Excel, Tableau).• Qualitative and quantitative acumen combined with strong communication skills, bilingual in English and Mandarin Chinese.

• 

  Equity Research Intern

  Eastmoney Information Co., Ltd.

  Jul 2019 - Aug 2019

  • Initiated research on 30+ companies listed on Shanghai Stock Exchange’s Sci-Tech Innovation Board (SSE STAR Market) with a focus on industries including chip/semiconductor, renewable energy, telecommunications, biotech, etc.• Synthesized research information including business description, stock price and market capitalization, industry and competitive positioning, basic financial analysis, etc.; prepared slide decks and one-pagers for review.• Ideated the creation of an organization performance dashboard in Excel by automating metrics calculations and creating filters using VLOOKUP, covering ROA, ROE, debt-equity ratio, working capital ratio, and important balance sheet information.• Provided admin support, i.e., preparing PowerPoint slide decks, scheduling meetings, minute taking, managing calendar, etc.