Philip Ma Email & Phone Number

Davis, California, United States

-Managed and maintained financial records for Economics and Business Student Association, overseeing transactions across multiple accounts, including Venmo, Wells Fargo, and Agency Account with UC Davis, resulting in 100% accuracy in financial documentation-Implemented improved budget tracking methods, utilizing digital platforms and standardized processes, achieving a 20% reduction in discrepancies and a 15% increase in budget transparency for board members, thereby enhancing organizational decision-making-Collaborated closely with fellow board members to successfully secure grants totaling over $5,000 from the Club Finance Council, providing crucial financial backing for essential club initiatives and significantly bolstering the overall financial well-being of EBSA

Davis, California, United States

-Collaborated effectively with 5 members in a 1-month timeline, provided guidance to multiple fundraisers, raising over $500 in revenue-Presented ideas and fundraising materials at weekly general meetings, keep track of weekly tasks and monitored the overall progress-Supported 5 team members in creating quarterly timelines for events, effectively advertised campaigns throughout the campus community

Davis, California, United States

-Collaborated with 5 team members within a six-week timeline to devise and implement suitable strategies for future bank development-Conducted comprehensive market research on seven growth strategies to expand River City Bank's loan portfolio to $6 billion by the end of 2028, critically assessed the pros and cons of entering the commercial real estate industry, and adeptly mitigated overall risks-Delivered the final research results to the Senior Vice President, Minister of Human Resources, Credit Manager, and Commercial Bank Director of City River Bank through the format of presenting, securing the first-place ranking among more than 20 groups

Reno, Nevada, United States

-Led a $6.2M estimation for a 60,000 sq. ft. mid-rise project, managing a team of 5 in a competition with 150+ groups and 30 schools-Applied strategic communication to highlight project strengths, showcasing team's innovation and construction management expertise-Mitigated risks and collaborated in presenting to judges from major companies in a highly competitive setting with 1,500+ participants

Guangzhou, Guangdong, China

-Conducted in-depth analysis of company’s daily financial reports, assessed core investment strategies and objectives, collaborated with investment managers and provided diverse investment recommendations, primarily focusing on index-enhanced quantitative products in the Shanghai and Shenzhen 300 Index as well as the CSI 1000 Index, resulting in a 20% profit gain within a two-month timeframe-Coordinated 4 themed client events within a two-month period, hosting gatherings with over 50 high-net-worth participants, each boasting a net worth surpassing $8 million, fostering meaningful engagement and contributed to company's maintenance of customer relationships-Collaborated with the department's investment manager to organize and distill the key insights from the company’s morning stand-up session, and facilitated the creation of diverse investment conclusions tailored to individual investor preferences and needs-Utilized daily financial reports to gain a comprehensive understanding of the market, analyzing factors such as the positive turnaround in Chinese corporate profits from August and the static P/E ratio of the Shanghai and Shenzhen 300, which was positioned below 15% of the past 5 years, indicating a valuation-profit double bottom-Recognized the need for clarity in domestic economic growth points and identified areas where market confidence required strengthening-Implemented a strategic approach, utilizing passive indices as a foundation and investing in quantitative products leveraging technology and algorithms

Guangzhou, Guangdong, China

-Conducted comprehensive assessments of prominent Chinese funds and actively spearheaded direct communication with fund managers-Collaborated closely with China Merchants Bank's top-tier fund managers, responsible for overseeing portfolios exceeding $3 billion, to diligently conduct an in-depth analysis of various industry prospects for the future of the Chinese investment banking market-Consolidated graduation reports with a team of 4, bolstered different sectors of the Chinese economy through the research of AI, pharmaceutical industry and renewable energy, created in-depth reports on stock funds, prospective industries, and banks

Guangzhou, Guangdong, China

-Led the organization and executed a business competition, attracted over 150 high school students to participate in the competition, resulting in over $10,000 in profits. Leveraged personal networks and social media for strategic event promotion, maximizing profitability-Secured the use of the conference hall at a five-star hotel located in the city center as the venue of the competition, negotiating skillfully with the hotel manager to secure favorable pricing on hotel rooms and other terms to maximize profitability of the event-Detailed all the processes of the competition including formulating a detailed timeline for the competition, coordinating the selection of professional judges, arranging post-competition entertainment, managing and presiding over the competition's closing session

Chengdu, Sichuan, China

-Achieved a top 10% ranking among over 1000 teams nationwide and secured the 13th position in the country during the final competition-Collaborated closely with 3 team members to analyze profits and revenue for a fictional bakery company. Completed rigorous economic analysis under a time constraints with a budget of $150,000, ultimately delivering a compelling presentation to a panel of judges-Represented Nansha College Preparatory Academy in a competition among the nation's over 1000 schools for the very first time