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- 142-51 Horace Harding Expy # 3 xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * firstname.lastname@example.org
Financial Analyst ▪ Investment Banking Analyst ▪ Budget Analyst
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.
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)
Polices & regulatory Compliance (i.e., SEC, etc.)
Staff Supervision & Training
Financial Records & Document Management
Bilingual in English & Mandarin
Productivity Tools: MS Office (Word, Excel, PowerPoint, Access, & Outlook)
Image Editing: Photoshop
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.
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.
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 Weihai, China
Sales and Marketing Representative May Aug 2014
Wedding Hills Xxxxxx, XXXXXX Customer Service & Decoration Jan Jun 2013
Education & Credentials
M.S. in Global Finance, GABELLI SCHOOL OF BUSINESS, FORDHAM UNIVERSITY Xxxxxx, XXXXXX (2017)
B.B.A. Major in Finance, KENT STATE UNIVERSITY Kent, OH (2015)
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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