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Yyyyyy x. yyyyyy

- 142-51 Horace Harding Expy # 3Ÿ xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Financial Analyst ▪ Investment Banking Analyst ▪ Budget Analyst

Qualifications Profile


    Self-motivated and results-driven professional with more than 3 years of experience in the aggregate providing high-performance customer service, financial consultancy and performance analysis in the wealth management industry.

-    Proven dedication to process efficiencies and client satisfaction, achieve personal financial objectives, and exceeding performance expectations in highly demanding investment and brokerage businesses

-    Detail-oriented, analytical and methodical with critical thinking to resolve work issues even under stress.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.

    Exceptional social and interpersonal communication skills that inspire confidence, performance excellence, and teamwork synergies across diverse ethnicities and multi-functional engagements.


Key Expertise

Financial Management

    Profitability Analysis

    Asset Management

    Financial Metrics Analysis

    Fiscal & Budget Management

    Global Investment Portfolio Management

    Due Diligence Management

    Financial Risk Management

    Customer Service Management

    Sales Performance Analysis

Business Operations Management

    Strategic Planning & Execution

    Relationship Management (Clients, Stakeholders, Public, & Suppliers)

    Business Development


    Polices & regulatory Compliance (i.e., SEC, etc.)

    Staff Supervision & Training

    Financial Records & Document Management

    Bilingual in English & Mandarin



    Apps: SAS

    Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook)

    Image Editing: Photoshop


Professional Experience


Eazzy Consulting, LLC Ÿ Xxxxxx, XXXXXX Financial Consultant Oct 2016 Mar 2017

    Provided strategic and tactical directions in developing and executing business development plans aligned with sales and marketing directions for financial products and services, developing financial strategies for clients based on their business objectives, and conducting due diligence that addressed client needs for potential business success.

    Coordinated with underwriters, lenders, attorneys and settlement companies as needed to facilitate successful loan closure, maintaining records, master operational procedures, and providing sales and activity reports on time.


Pacific Securities Co., Ltd Ÿ Shanghai, China Assistant Project Manager, Investment Banking May Aug 2016

    Analyzed required financial information of Zhongyang Transportation Co., Ltd. for going public, completing due diligence investigations on financial performance against laws, government regulations and industry practices.

    Prepared public transfer disclosures for evaluating financial risks, forecasting strategic business feasibility and prospective performance of specific enterprises against general economic, market, and industry conditions.


Zhongrongtianxia Financial Asset Management, LLC Ÿ Shanghai, China Assistant Manager May Aug 2015

    Obtained and analyzed public transfer and financial statements of different companies on NEEQ, crafting and submitting reports to the manager every Friday

    Identified 5 qualified companies with daily fund placements, negotiating with each compaxxxxxx on the details and expectations of raising capitals to undertake and complete financial projects.

    Profiled and several financial structures, developing IRR, NPV, cash on equity and return on cost projections.


Mingshuo Trading Compaxxxxxx Ÿ Weihai, China

Sales and Marketing Representative May Aug 2014

Administrative Assistant Jun Sep 2013

Wedding Hills Ÿ Xxxxxx, XXXXXX Customer Service & Decoration Jan Jun 2013


Education & Credentials



    B.B.A. Major in Finance, KENT STATE UNIVERSITY Kent, OH (2015)

Academic Honors

    Dean s List (2011- 2013, & Spring 2015); President s List (2014); Golden Key Honor Society Membership Award

Affiliations & Community Involvement

    Volunteer/Mentor: International Student Mentoring Program

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