Lingyue Zhao Email & Phone Number

New York, NY, US

New York, New York, United States

• Financial Analysis & Services Group
• Perform arbitrage rebate and yield restriction analysis for tax-exempt bonds, preparing governmental tax Forms
• Developed cash flow analysis, including yield and liability calculations, arbitrage compliance reports writing

Stamford, Connecticut, United States

· Manage $1 million of endowment investing into S&P 500 assets based on fundamental analysis (Industry Research, Financial Statement Analysis etc.)· Developed and maintained the DCF models on Excel, performing sensitivity analysis· Collaborated with teams to prepare stock pitches and investment reports · Monitored position and manage portfolio risk through.

New York, United States

· Refined business communication skills by participating in networking events and discussions on quantitative trading· Coordinated with the team to efficiently manage registration and information desk operations

Shanghai, China

· Completed risk monitoring reports quarterly· Assisted in enterprise risk management, including procedural approvals and updates, and annually internal audit business

Zhongwei, China

· Held connection calls with client daily, organized information and materials for financial products· Due diligence

Master Of Science - Ms (Stem), Financial Risk Management

Bachelor Of Economics, Finance

Activities and Societies: · Volunteer：worked as a docent responsible for the introduction of Song Qingling Cemetery · Yiban Development.

Bachelor Of Science - Bs, Applied Psychology(Minor)