Xintian Yu Email & Phone Number

Greater New York City Area

Greater New York City Area

Prepared arbitrage compliance reports of tax-exempt bond issues including investment valuations, determining the yield on the bonds, bond structuring analysis, uncommingling of funds, transferred proceeds analysis and universal cap analysis.Optimized parity reserve calculation which allocates reserve funds to secure over 40 issues for the period over 20 years; set up portfolio investments for escrow accounts such as SLGS, GIC and T-Bill.Analyzed tax documents and regulatory rules to write opinions regarding the assumptions and methodologies used in the arbitrage reports.Assisted attorneys and partners with calculation and preparation of legal opinions, tax documents and IRS forms regarding the new bonds issuance.Communicated with the clients regarding information needed to perform the calculations and to discuss and reconcile any discrepancy with the data and records in determining the cash flows for a particular bond issue, as well as in providing consultation to clients on various financial and legal matters.

中国 北京

Developed a hedged index model with the Chinabonds’ index team to estimate the yield from hedging equity indexes in the 1-month forward currency market: researched articles, analyzed applicability to different optimizing models, tested the models.Offered methodologies and statements of 48 Chinabonds Indices in both Chinese and English.Translated Daily Report of China Onshore RMB Bond Market into English.

中国 浙江 杭州

Analyzed daily marketing data to identify any abnormal conditions.Provided financial product advisory to more than 40 clients per day.

Master Of Science, Financial Statistics & Risk Management, 3.9

Relevant courses: Regression Analysis, Statistical Inference, Time Series Analysis, Simulation, Data Mining, Advanced Statistic.

Bachelor Of Science, Applied Mathematics; Financial Mathematics, 3.81

Activities and Societies: Art Club of Student Union

Education record