CITIC Securities
Industry: Full service investment banking company
DescriptionCITIC Securities Co., Ltd. is China's largest full-service investment bank. It offers services in underwriting, research, brokerage, asset management, wealth management, and investment advisory. CITIC Securities was established in 1995 and it is headquartered in Shenzhen, Guangdong Province. Headquarters: Shenzhen, China Founded: October 25, 1995 Subsidiaries: CLSA, China Asset Management, KVB Kunlun FG, Parent organization: CITIC Group
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CITIC Securities Employees
Pepperdine University June 2015 - July 2015
Pepperdine University Graziadio School of Business and Management October 2014 - April 2015
Beijing CloudPrinter Tech Co., Ltd. October 2013 - September 2014
China Bridge Ventures April 2014 - June 2014
CITIC Securities July 2013 - September 2013
SK China January 2012 - August 2012
Skills
Financial Modeling, Corporate Finance, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Due Diligence, English, Valuation, Analysis, Finance, Economics, Editing, Mergers & Acquisitions
Education
Pepperdine University 2014 — 2015
Master's Degree, Finance, 3.92
Renmin University of China 2010 — 2014
Bachelor's Degree, Finance
Copenhagen Business School 2012 — 2013
Exchange Student, International Finance, 3.85
Zenabi Analytics LLC January 2015 - Present
CITIC Securities July 2014 - August 2014
University of Pittsburgh May 2014 - June 2014
University of Pittsburgh May 2013 - June 2013
University of Pittsburgh January 2013 - May 2013
ABB April 2012 - July 2012
Skills
C++, Matlab, R, Stata, Teamwork, Microsoft Office, Research, Microsoft Excel, Python, Customer Service, Strategy, PowerPoint, Entrepreneurship, Innovation, Spanish
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Operations Research
University of Pittsburgh 2011 — 2014
Bachelor's Degree, Mathematics and Economics
Morgan Stanley October 2014 - March 2015
Shine Wellness Inc. June 2014 - September 2014
Sun Life Financial August 2013 - August 2013
HSBC April 2013 - June 2013
CITIC Securities July 2012 - August 2012
Bank of Hangzhou July 2011 - July 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Analysis, Economics, Market Research
Education
Drexel University 2013 — 2015
Master's degree, Finance and Financial Management Services
Zhejiang Gongshang University 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
J.P. Morgan August 2015 - Present
Credit Suisse May 2015 - August 2015
CITIC Securities July 2014 - August 2014
BNY Mellon Western Fund Mgmt Co July 2013 - August 2013
IBM July 2012 - August 2012
Prudential Assurance January 2012 - January 2012
HuaTai Securities Co.,Ltd. July 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Quantitative Analytics, Valuation, Risk Management, Corporate Finance, Market Research, Optimization, PowerPoint, Bloomberg, VBA, VAR
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Operations Research
Nanjing University 2009 — 2013
Bachelor of Economics, Financial Engineering
The Chinese University of Hong Kong 2012 — 2012
Asian-Pacific Talent Program, Finance, General
ESSEC Business School 2010 — 2010
Exchange Student, Finance, General
Crystal Brook Advisors March 2015 - July 2015
McKinsey & Company January 2014 - January 2014
CITIC Securities July 2013 - September 2013
CITIC Construction July 2012 - September 2012
Skills
Leadership, Teamwork, Financial Analysis, Financial Accounting, Corporate Finance, Valuation, Asset Management, Security Analysis, Portfolio Performance..., Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research
Education
Columbia University - Columbia Business School 2015 — 2015
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Operations Research
Zhejiang University 2010 — 2014
Bachelor of Engineering (B.Eng.), Electrical Engineering
UCLA 2011 — 2011
Haitong Securities May 2015 - Present
CITIC Securities July 2014 - November 2014
Hang Seng Bank October 2012 - February 2013
PwC June 2012 - August 2012
Skills
Finance, Regression Analysis, Stata, Quantitative Analytics, Microsoft Office, Valuation, Access, Analysis, Corporate Finance, Microsoft Excel, Due Diligence, Economics, Financial Modeling, Investments, Bloomberg Terminal, Data Analysis, Financial Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Fudan University 2009 — 2013
Bachelor of Management, Financial Management
Singapore Management University 2011 — 2011
Exchange Program, Accounting and Finance
Table Tennis World Magazine July 2009 - Present
Killerspin LLC May 2008 - Present
CITIC Securities June 2012 - August 2012
Singapore National Team September 2004 - September 2007
Skills
Financial Analysis, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg Terminal, Teamwork, Customer Service, Finance, Business Analysis, Photography, Research
Education
Tulane University 2012 — 2014
Bachelor of Science in Management, Economics and Finance
DePaul University 2010 — 2012
Bachelor of Science, Economics
CITIC Securities International May 2014 - Present
Industrial and Commercial Bank of China, New York January 2014 - April 2014
CITIC Securities International August 2013 - January 2014
US Markets - Center for Institutional Investor Education June 2013 - August 2013
Capital Link January 2013 - March 2013
China General Chamber of Commerce September 2012 - December 2012
CITIC Securities July 2012 - August 2012
Yunnan Branch of China Development Bank June 2010 - September 2010
Huaxin Communication Technology Co., Ltd February 2010 - March 2010
Skills
Prime Brokerage, Equities, US Treasuries, Financial Markets, Risk Management, Customer Service, Middle Office, Back Office
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MS, Investor Relations, 3.85
Nanjing University 2007 — 2011
Bachelor of Science (BS), Astronomy
UC Berkeley 2009 — 2009
Managerial Accounting, 4.0
PwC October 2015 - Present
BOCI July 2014 - March 2015
CITIC Securities May 2013 - August 2013
Roland Berger Strategy Consultants June 2012 - August 2012
China Banking Regulatory Commission June 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Corporate Finance, Econometrics, C++ Language, Matlab, Python, R
Education
University of California, Berkeley 2015 — 2016
Master's Degree, Financial Engineering
McGill University 2011 — 2014
Bachelor's Degree, Joint Honors Economics, Finance and Mathematics
Shanghai University of Finance and Economics 2009 — 2013
Bachelor’s Degree, B.S in Economics, Finance
CITIC Securities October 2014 - November 2014
Galaxy Futures June 2014 - September 2014
WorldQuant LLC February 2014 - August 2014
Skills
C++, Computer Science, Matlab, Mathematical Modeling, Java, Data Mining, R, Financial Modeling, LaTeX, Microsoft Excel
Education
Columbia University in the City of New York 2015 — 2017
Master's degree, Financial Mathematics
Peking University 2011 — 2015
Bachelor of Science (BS), Computer Science & Technology/ Math & Applied Mathematics
Stanford University 2013 — 2013
Exchanged Student, Computer Science, Data Mining: A+; Programming Methodology: A
Beijing No.4 High School 2008 — 2011
High School
Empire Open Network July 2014 - Present
IDG-Accel/IDG Capital Partners June 2013 - July 2013
CITIC Securities June 2012 - August 2012
Skills
Mandarin, Microsoft Excel, Financial Analysis, Finance, Corporate Finance, Financial Modeling, PowerPoint, Singing, Photography, Accounting, Financial Accounting, Economics, Access, Teamwork
Education
Fordham University 2011 — 2015
MIT Sloan School of Management July 2013 - Present
Goldman Sachs April 2012 - June 2013
CITIC Securities August 2011 - December 2011
UBS January 2011 - June 2011
Ziegler May 2010 - July 2010
Krause Fund August 2009 - December 2009
Skills
Financial Analysis, Valuation, Portfolio Management, Credit, Financial Modeling, Corporate Finance, Finance, Data Analysis, Microsoft Excel, PowerPoint, Mandarin, Microsoft Office, Microsoft Word, Business Strategy, Market Research
Education
MIT Sloan School of Management 2013 — 2014
Master's degree, Finance, General
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer School, Economics
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Corporate Finance
Citi June 2015 - August 2015
CITIC Securities July 2014 - August 2014
CICC July 2013 - August 2013
The Boston Consulting Group December 2012 - January 2013
CICC July 2012 - September 2012
KPMG January 2012 - February 2012
Skills
Chinese, Economics, Financial Modeling, Corporate Finance, Mandarin, Data Analysis, Valuation, R
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Financial Engineering
Tsinghua University 2010 — 2014
Bachelor's degree
University of California, Berkeley 2013 — 2013
Study Abroad Exchange Program
The High School Affiliated to Renmin University of China
Evergreen GaveKal January 2015 - Present
CITIC Securities October 2012 - January 2013
CCB International (Shanghai) Limited July 2012 - August 2012
Xuhui District People’s Procurator July 2011 - August 2011
Shanghai Xinmin Law Firm July 2010 - August 2010
Skills
Microsoft Excel, Analysis, Financial Analysis, Statistics, Microsoft Office, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Public Speaking, English, Stata, Matlab, Hedge Funds, Accounting, Economics
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (MS), Finance, General, GPA 3.71/4.00
Shanghai Jiao Tong University 2011 — 2013
Minor, Finance, General
East China University of Political Science and Law 2009 — 2013
Bachelor of Laws (LLB), International economic law
City University of Hong Kong 2011 — 2011
Exchange student, Law
United Nations Global Compact January 2015 - June 2015
Discover Financial Services June 2013 - August 2013
21 Century Newspaper September 2008 - July 2009
CITIC Securities July 2008 - August 2008
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling, Knowledge Management, SAS, Chinese Mandarin, MS Office Suite, SPSS, Eviews, SQL, Translation, PowerPoint, Teamwork, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Sustainability Management
Saint Joseph's University 2012 — 2014
Master of Science (M.S.), Financial Planning and Services
Beijing International Studies University 2008 — 2012
Bachelor of Economics, International Economics and Trade
Beijing International Studies University 2009 — 2011
Minor, Financial Management
Platinum Investment Corp. December 2011 - Present
Trustfort, Premier Property Group September 2011 - March 2012
Emerald & Endeavors Inc. December 2010 - May 2011
Infinite Energy, Inc. 2010 - 2011
CITIC Securities December 2009 - May 2010
Skills
Real Estate Investment, Financial Analysis, Financial Modeling, Financial Planning, Public Relations, Languages, Team Leadership, Investments, Research, Valuation, Microsoft Office, Data Analysis, Analysis, Real Estate, Real Estate Finance, Excel, PowerPoint, Word, Market Research, Business Strategy, Microsoft Excel, Leadership, Strategic Financial..., Finance, Strategic Planning, Contract Negotiation, Entrepreneurship, Business Development, Budgets, Forecasting, Microsoft Word, Market Analysis, Due Diligence, New Business Development
Education
University of Florida - Warrington College Of Business 2013 — 2014
Master of Science (M.S.), Real Estate
University of Florida - Warrington College Of Business 2010 — 2011
Master of Science (M.S.), Entrepreneurship, Finance
Northern State University 2007 — 2009
Double Major Study, Banking & Financial Services
Capital Normal University 2004 — 2008
Bachelor of Science, Information Systems
Beijing No.4 High School 2001 — 2004
High School, High School
Google Research May 2014 - Present
New York University September 2012 - May 2014
CITIC Securities March 2014 - March 2014
ICPC Team @ New York University September 2012 - December 2013
City University of New York June 2013 - September 2013
Yahoo! October 2011 - April 2012
Tsinghua University June 2011 - April 2012
ICPC Team @ BUPT January 2009 - July 2011
IBM March 2011 - June 2011
Skills
Algorithms, C++, Java, Machine Learning, Hadoop, Python, Distributed Systems, Data Mining, C, Computer Science, Information Retrieval, Matlab, Software Engineering, High Performance..., Cloud Computing, R, Data Analysis, Artificial Intelligence, LaTeX, Software Design, MapReduce, Programming, Eclipse, Data Structures, Shell Scripting, Parallel Computing, MySQL, Computer Vision, Image Processing, Pattern Recognition, Ruby, Optimization, Object Oriented Design, Natural Language..., C#, Bash, Git, Databases, Big Data, Software Development, Unix, Algorithm Design, Text Mining, Objective-C, OpenGL, Android, Mathematical Modeling, Statistical Modeling, Multithreading, Operating Systems
Education
New York University 2012 — 2014
Master's Degree, Computer Science
Beijing University of Post and Telecommunications 2008 — 2012
BS, Physics
Northeast Yucai School 2005 — 2008
High School, Science
Charles River Development May 2015 - Present
Yuting Investment May 2014 - August 2014
BOCOM International June 2013 - August 2013
CITIC Securities May 2012 - August 2012
Emory University, Development Office May 2011 - May 2012
Emory Chinese Student Association April 2011 - May 2012
Agricultural Bank of China June 2011 - 2011
Skills
Financial Modeling, Fundamental Analysis, Technical Analysis, Portfolio Management, Equity Trading, Business Valuation, Equity Research, Investment Banking, PowerPoint, Trading, Data Analysis, Valuation, Investments
Education
Boston University - School of Management 2014 — 2016
Master of Science (MSc), Mathematical Finance
Goizueta Business School, Emory University 2010 — 2014
Bachelor(BBA), Double major in Finance and Applied Mathematics
Goldstone Investment Ltd. May 2015 - July 2015
CITIC Securities January 2015 - April 2015
Intel Corporation February 2014 - August 2014
EY January 2013 - February 2013
Skills
Accounting, Auditing, Data Analysis, Project Management, Microsoft Excel, PowerPoint, Photoshop, Financial Analysis, Microsoft Word, Research
Education
Columbia Engineering 2015 — 2016
Master of Science (M.S.), Operations Research
Tsinghua University 2014 — 2016
Master's degree, Accounting
Peking University 2010 — 2014
Bachelor's degree, Accounting
University of Washington, Michael G. Foster School of Business 2012 — 2013
Exchange Student, Accounting, 4.0/4.0
High School Affiliated to Renmin University of China 2007 — 2010
High School Diploma, Science, A
Publications International June 2014 - Present
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD August 2011 - October 2011
CITIC Securities January 2011 - March 2011
Skills
Financial Modeling, Mergers & Acquisitions, Fixed Income, Data Analysis, Market Research
Education
Northwestern University 2012 — 2014
Master's degree, Project Management
Central University of Finance and Economics 2008 — 2012
Bachelor's degree, Investments
Credit Suisse Asset Management June 2015 - Present
BlackRock June 2013 - August 2013
CITIC Securities December 2012 - January 2013
University of California, Berkeley, Haas School of Business January 2011 - January 2013
Deutsche Bank June 2012 - July 2012
Skills
Python, R, Java, SQL, C++, VBA, Microsoft Excel, Bloomberg
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Financial Engineering
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Statistics
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
EY November 2013 - Present
Global China Connection September 2011 - Present
Drexel Women in Business September 2010 - Present
Guotai Asset Management Co., January 2012 - March 2012
CITIC Securities International September 2011 - December 2011
CITIC Securities September 2011 - November 2011
Global China Connection September 2010 - September 2011
HSBC July 2010 - August 2010
China Construction Bank June 2009 - September 2009
Education
Drexel University 2009 — 2013
Bachelor of Science in Business Administration, Finance & Economics
BNY Mellon August 2014 - October 2014
IBM May 2013 - August 2013
PwC June 2012 - August 2012
CITIC Securities May 2011 - August 2011
Skills
Public Speaking, Community Relations, Administration, IT Management, COBOL, Japanese, Chinese, English, Economics, Econometrics, Mandarin, Microsoft Excel, Data Analysis, PowerPoint, Customer Service, Marketing, Event Planning, Teamwork
Education
Carnegie Mellon University - H. John Heinz III College 2015 — 2016
Master’s Degree, Management Information Systems, General
Syracuse University 2010 — 2014
Bachelor’s Degree, Economics, 3.2
Remin University Affiliated High School 2007 — 2010
High School, A-Level
BDZY
Small Business Development Center at Stony Brook University May 2014 - Present
Bethpage Federal Credit Union January 2014 - April 2014
CITIC Securities June 2011 - August 2011
Skills
Accounting, QuickBooks, Microsoft Excel, Microsoft Word, Teamwork, Economics, Leadership, International Business, Finance, Business, Auditing, Marketing, PowerPoint
Education
State University of New York at Stony Brook 2013 — 2015
Master of Business Administration (M.B.A.), Accounting, 3.87
Nanjing Institute of Technology 2009 — 2013
Bachelor's degree, International Business
Tuck School of Business at Dartmouth College August 2014 - Present
Danaher Corporation June 2015 - August 2015
CITIC Securities June 2014 - July 2014
Roland Berger Strategy Consultants May 2014 - June 2014
Siemens May 2011 - May 2014
New Oriental Education & Technology Group (NYSE:EDU) January 2008 - December 2008
Skills
Business Strategy, Market Analysis, Cost Estimation, Financial Analysis, Price Setting, Mergers & Acquisitions, International..., Business Development, Sales, Brand Management, Product Management, Product Marketing, Trend Analysis, Managing Distribution..., Long-term Customer..., Localization, Integration, Strategy, English
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science
Electrical Engineering
CNA Insurance August 2015 - Present
CNA Insurance October 2013 - August 2015
Oldcastle June 2012 - June 2013
Fuqua School of Business July 2011 - May 2012
CITIC Securities April 2011 - June 2011
J.P. Morgan July 2010 - March 2011
A.T. Kearney March 2010 - June 2010
Edelman September 2009 - December 2009
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Financial Reporting, Data Analysis, Chinese, Analysis, Microsoft Office, Hyperion Enterprise, Financial Modeling, PowerPoint, Viewpoint, SOX 404, Finance, Due Diligence, Accounting, Excel, Merlin
Education
Fuqua School of Business, Duke University 2011 — 2012
Master of Management Studies (MMS), Business, 3.9
Beijing Foreign Studies University 2007 — 2011
Bachelor of Arts, Economics, English Literature, 3.8
China Telecom Americas February 2015 - Present
UC Berkeley August 2013 - December 2013
UC Berkeley January 2012 - September 2012
CITIC Securities April 2011 - June 2011
China Merchants Bank February 2011 - March 2011
Brunswick Group October 2010 - February 2011
National People's Congress June 2010 - September 2010
Skills
Microsoft Excel, Stata, Microsoft Office, Leadership, Marketing Communications, Sales, Cold Calling, Project Coordination, Economics, Econometrics, Economic Modeling, Economic Data Analysis, Media Monitoring, CRM, Salesforce.com, Salesforce.com...
Education
University of California, Berkeley 2011 — 2014
Master of Arts (M.A.), International Economics, Asian Studies, Development Economics
Beijing Foreign Studies University 2006 — 2010
Bachelor of Arts (B.A.), Area Studies, Language of Sinhala
CITIC Securities June 2013 - August 2013
CITIC Securities July 2011 - September 2011
Bank of China January 2010 - February 2010
Skills
Microsoft Excel, Microsoft Office, Matlab, Quantitative Finance, Quantitative Analytics, R, Visual C++
Education
Rutgers Graduate Business School 2012 — 2014
Master of Quantitative Finance, Finance
Beijing University of Technology 2008 — 2012
Bachelor of Science (BS), Mathematics
University of Maryland September 2014 - Present
CITIC Securities January 2014 - August 2014
The World Bank May 2014 - June 2014
University of Maryland August 2012 - May 2014
University of Maryland July 2013 - September 2013
University of Maryland August 2010 - December 2010
Beijing KCBC (Korea-China Business Consulting) Corp. June 2008 - September 2008
Skills
Statistics, Stata, Matlab, R, Mathematica, Data Analysis, Research, Eviews, Economics, Python, Computational..., International Finance, Visual Basic, LaTeX, VBA, Econometrics
Education
University of Maryland College Park 2011 — 2016
Doctor of Philosophy (Ph.D.), Economics
University of Maryland College Park 2009 — 2011
Bachelor's Degree, Economics, 4.0
China Agricultural University 2007 — 2009
Bachelor's Degree, Finance, 3.85
Morgan Stanley June 2014 - August 2014
CITIC Securities July 2010 - October 2013
Skills
Equity Research, Options, Financial Modeling, Econometrics, Data Analysis, Corporate Finance, Valuation, Data Mining, Financial Analysis, Trading, Economics, Bloomberg, Equities, R
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
MFE
University of California, Berkeley 2014 — 2015
Master of Engineering (M.Eng.), Operations Research, Financial Engineering
Peking University 2010 — 2012
Dual Degree, Economic
Beihang University 2006 — 2010
Bachelor's degree, Astronautics and Aeronautics
Nomura Securities June 2015 - August 2015
Hongyuan Securities July 2014 - August 2014
China Galaxy Securities May 2014 - July 2014
CITIC Securities June 2013 - August 2013
University of Michigan May 2013 - June 2013
Yingda Taihe Life Insurance June 2012 - August 2012
Skills
C++, Matlab, R, Stata, EPL, Bloomberg Terminal, Quantitative Finance, PowerPoint, Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Python, Apama, Fixed Income, Statistics, Regression Analysis, Machine Learning, Time Series Analysis, Statistical Arbitrage, Optimization
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master's Degree, Financial Engineering
University of Michigan 2011 — 2014
Bachelor's Degree, Financial Mathematics; Economics, GPA: 3.9/ 4.0
Beijing Institute of Technology 2009 — 2011
Accounting
Google - Google Express- Adecco March 2015 - Present
Columbia University in the City of New York September 2014 - December 2014
Columbia Business School March 2014 - November 2014
CITIC Securities January 2012 - March 2012
CHINA CITIC BANK August 2011 - September 2011
Skills
R, Statistics, Data Mining, SAS, Matlab, Data Analysis, Machine Learning, Python, SQL, Statistical Modeling, Time Series Analysis, Microsoft Excel, LaTeX, Hadoop, Data Science, Minitab, Neo4j
Education
Columbia University in the City of New York 2013 — 2015
Master of Arts (MA), Statistics, 3.9/4.0
The Ohio State University 2011 — 2013
Bachelor of Science (BS), Financial Mathematics, Overall 3.6/4.0,Major 3.9/4.0
Owl Investment Group April 2015 - Present
BGC Partners June 2015 - August 2015
Owl Investment Group September 2014 - April 2015
CITIC Securities July 2014 - August 2014
China Banking Regulatory Commission June 2014 - July 2014
China Investment Corporation July 2013 - July 2013
Skills
Google Docs, Microsoft Office, Microsoft Excel, Bloomberg, Writing, Research, Prezi, Notepad++, R, Spanish, LaTeX, Adobe Acrobat, Microsoft Word, PowerPoint, Stata, OS X, Matlab, Mathematica, Data Analysis, VBA
Education
University of Pennsylvania - The Wharton School 2015 — 2016
Intro to Law and Legal Process
Bryn Mawr College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics, Economics, Statistics
Haverford College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics, Economics, Statistics
The Affiliated High School of Peking University 2009 — 2012
Washington International School 2010 — 2011
Global Vision Consulting March 2015 - April 2015
Ladder Up Chicago March 2014 - April 2015
Jiangsu Nhwa Pharmaceutical Co.,Ltd July 2013 - October 2013
CITIC Securities July 2012 - August 2012
Skills
QuickBooks, Microsoft Excel, Auditing, Account Reconciliation, Financial Statements, Microsoft Office, PowerPoint, Bank Reconciliation, Customer Service, Invoicing, Financial Analysis
Education
DePaul University 2014 — 2016
Master's Degree, Accounting, 4.0
Zhongnan University of Economics and Law 2009 — 2013
Bachelor's Degree, Investment, 3.57
University of West Georgia 2012 — 2013
Bachelor's Degree, Finance, 3.78
CITIC Securities 2013 - Present
The Brookings Institution January 2013 - May 2013
Merrill Lynch June 2012 - August 2012
Blue Ridge (China) Capital March 2009 - July 2011
Skills
Economics, Policy Analysis, Mandarin, Data Analysis, Research, International..., Corporate Finance
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master, International Financial Policy, 3.6/4.0
Beijing Foreign Studies University 2005 — 2009
Double Bachelor Degree, Finance, English Literature
ITA Compliance, LLC October 2012 - May 2013
Trust Prosperity Equity Investment Management Co., Ltd. July 2012 - September 2012
Boston College March 2012 - September 2012
Merrill Lynch May 2012 - July 2012
AFLAC June 2011 - September 2011
CITIC Securities June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, SQL, HTML, Java, Databases, JavaScript
Education
Bentley University 2013 — 2015
Master's degree, Information Technology
Boston College 2008 — 2012
Bachelor of Science (BS), Finance, General/Leadership Management
Citi September 2014 - Present
Citi June 2014 - August 2014
Morgan Stanley July 2013 - September 2013
National Securities May 2013 - July 2013
CITIC Securities July 2012 - September 2012
KPMG China July 2011 - September 2011
Skills
SAS, R, Bloomberg Terminal, Data Analysis, Investment Banking, SQL, Fixed Income, Asset Management, Capital Markets, Financial Modeling
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts (MA), Statistics
University of Nottingham 2008 — 2012
Bachelor of Engineering (BEng), Environmental Engineering
Citi June 2013 - August 2013
CITIC Securities International June 2012 - July 2012
Chang Xin Asset Management Co. July 2011 - July 2011
CITIC Securities June 2009 - August 2009
Education
Cornell University 2012 — 2013
Candidate of master degree, Financial Engineering
The Ohio State University 2010 — 2012
Bachelor of Science (B.S.); Bachelor of Science in Business Administration, Mathematics and Finance
Huazhong University of Science and Technology 2007 — 2009
Harvard Graduate School of Education August 2014 - Present
Harvard Kennedy School of Government February 2014 - May 2014
Harvard Graduate School of Education August 2013 - May 2014
CITIC Securities June 2013 - July 2013
Peking University Shenzhen Graduate School 2012 - 2013
University of Toronto May 2012 - August 2012
University of Helsinki May 2011 - September 2011
International Newtech Developments Inc (IND Biomedical) May 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Fundraising, R, Psychology, Biology, Education, Genetics, Protein Chemistry, PCR, Bioinformatics, Research, Assay Development, Qualitative Research, Teaching, Higher Education, Community Outreach, Data Analysis, Nonprofits, Public Speaking, Consulting
Education
Harvard University 2013 — 2014
Master of Education (Ed.M), Human Development and Psychology
Massachusetts Institute of Technology 2013 — 2013
Cross-Registration, Media Lab
University of Toronto - Victoria University 2008 — 2012
Bachelor of Science (B.S.) With Distinction, Double Major: Psychology; Human Biology
The University of Hong Kong 2011 — 2011
Study Abroad
Killarney Secondary School
CITIC Securities January 2015 - Present
Raymond James Financial Inc. June 2014 - September 2014
China Everbright Bank June 2012 - August 2012
Agricultural Bank of China June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Matlab, Event Planning
Education
University of Maryland College Park 2013 — 2015
Master of Science (MS), Finance, General, 3.6/4.0
Jilin University 2009 — 2013
Bachelor of Science (BS), Applied finance, 3.5/4.0
Columbia Business School September 2014 - Present
Express Mgmt Holdings September 2014 - Present
Changsheng Fund Management Co.,Ltd. September 2013 - December 2013
Hongyuan Securities June 2013 - August 2013
CITIC Securities September 2012 - December 2012
Industrial and Commercial Bank of China July 2012 - September 2012
Skills
Photoshop, Digital Photography, python, Bloomberg, SAS, Financial Modeling, Stata, Statistics, VBA, Financial Analysis, SPSS, Matlab, Microsoft Excel, Research, English, Equity Research, Microsoft Office, Mandarin, PowerPoint, Valuation, Quantitative Analytics, Economics
Education
Columbia University - Columbia Business School 2014 — 2016
Master's Degree, Financial Economics
Peking University 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
Fidelity Investments January 2015 - February 2015
GIC September 2014 - December 2014
Agricultural Development Bank of China March 2014 - June 2014
CITIC Securities June 2013 - September 2013
Nankai University September 2012 - September 2013
Agricultural Bank of China January 2013 - March 2013
State-owned Assets Supervision and Administration Commision September 2012 - January 2013
Agricultural Bank of China January 2012 - March 2012
Skills
Matlab, R, SQL, VBA, SPSS, Eviews, Bloomberg, Microsoft Excel, Financial Analysis, Mathematical Modeling, Data Analysis, Quantitative Finance, Minitab, Visual Basic for..., Fixed Income, Statistics, LaTeX, Derivatives, Financial Modeling, Finance, Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance
Nankai University 2010 — 2014
Bachelor's Degree, Finance & Mathematics
University of California, Berkeley 2012 — 2012
Summer Session
Beijing No.4 High School 2007 — 2010
High School
Swiss Re April 2014 - Present
Columbia University in the City of New York January 2014 - April 2014
Tian'an Insurance June 2013 - August 2013
CITIC Securities June 2012 - August 2012
University of Illinois at Urbana-Champaign August 2011 - December 2011
IBM June 2011 - August 2011
New China Life Insurance May 2010 - August 2010
Skills
Microsoft Excel, VBA, Matlab, C++, R, SAS, Bloomberg, Statistical Modeling, Stochastic Modeling, Financial Economics, Data Analysis
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Operations Research, 3.70
The University of Hong Kong 2012 — 2012
Exchange, Actuarial Science
University of Illinois at Urbana-Champaign 2009 — 2012
Bachelor of Science (B.Sc.), Actuarial Science, 3.83
Volunteer of Income Tax Assistant January 2014 - Present
CITIC Securities May 2010 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Web-based Research, ScottTrade, MACD, KDJ, BOLL, Chinese, Basic Japanese, Financial Risk
Education
City University of New York-Baruch College 2013 — 2014
Bachelor of Business Administration (BBA), Accounting
City University of New York-Baruch College 2010 — 2014
Master of Science (M.S.), Finance
Jefferies February 2015 - Present
Jefferies LLC November 2012 - Present
Jefferies LLC November 2011 - November 2012
Jefferies LLC July 2011 - September 2011
CITIC Securities June 2009 - July 2009
AIG July 2008 - September 2008
Skills
Risk Management, Market Risk, Quantitative Finance, Credit Risk, Investment Banking, CFA, Financial Modeling, Credit Analysis, VBA, SQL, Mandarin
Education
Chartered Financial Analyst Institute 2013 — 2015
Level III Candidate (June 2015)
Imperial College London 2010 — 2011
Master in Science, Risk Management and Financial Engineering, Merit
University of Liverpool 2006 — 2010
BSc(Hons), Mathematics with Finance, 1st Class
ITG September 2015 - Present
CITIC Securities June 2014 - July 2014
McGill University Department of Mathematics and Statistics September 2012 - April 2014
McGill University April 2012 - January 2014
CITIC Securities July 2013 - August 2013
McGill University May 2013 - August 2013
IBM July 2012 - August 2012
McGill University January 2012 - March 2012
Skills
Analysis, Teamwork, Microsoft Excel, PowerPoint, Matlab, Statistics, Java, Data Analysis, English, Mathematics, JavaScript, Microsoft Word, Social Media, R, C++, Customer Service, Windows, Illustrator, LaTeX, Stata, Python, SQL
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, M.S. in Financial Engineering
McGill University 2011 — 2014
Bachelor's Degree, B.Sc, Double major in mathematics and economics
Concordia High School
Nomura February 2012 - May 2012
Liquidity Works, Inc. September 2011 - February 2012
Lab of Intelligent Financial Analysis Group at Peking University August 2008 - July 2010
CITIC Securities August 2009 - September 2009
CHINA CITIC BANK July 2009 - August 2009
Skills
C++, VBA, Tortoise SVN, MS Office Suite, Matlab, Stata, SAS, Monte Carlo Simulation, Portfolio Optimization, Modern Portfolio Theory, Financial Modeling, Credit Derivatives
Education
Columbia University in the City of New York 2010 — 2011
M.S., Financial Engineering, 3.95
Peking University 2006 — 2010
B.S., Computer Science
Peking University 2007 — 2010
B.A. (Double Major), Economics
Deutsche Bank March 2013 - Present
Atlantic capital advisors January 2013 - March 2013
CITIC Securities May 2011 - September 2011
Skills
Equity Research, VBA, Mandarin, Bloomberg, Commodity, Microsoft Excel, Access, Matlab, SQL, Polypath, Thomas Reuters, Risk Management, Mathematics, Analytics, Chartered Financial..., Quantitative Research
Education
New York University 2010 — 2012
Master of Financial Engineering (MFE), Financial Engineering, 3.9/4.0
Chongqing University 2006 — 2010
Bachelor of Science, Statistics, 3.5/4.0
China Construction Bank July 2012 - August 2012
China Special Equipment Inspection and Research Institute September 2011 - September 2011
CITIC Securities July 2011 - August 2011
HSBC September 2010 - September 2010
shenhua group August 2010 - August 2010
China National Institute of Standardization June 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, C++, Matlab, Maple, R, Bloomberg, Research, Trading, Financial Modeling, Regression Analysis, Enterprise Valuation, Monte Carlo Simulation, Portfolio Optimization, Data Mining, Graph Theory, Quantitative Finance, Statistical Modeling
Education
Columbia University in the City of New York 2012 — 2012
Master's degree, Operations Research
Imperial College London 2009 — 2012
Bachelor of Science (B.Sc.), Mathematics with Statistics for Finance, 1st Class Honors Degree
University of Cambridge
University of Cambridge
CITIC Securities 2012 - Present
Standard Chartered Bank December 2008 - December 2011
Merrill Lynch February 2007 - December 2008
Morgan Stanley August 2005 - February 2007
Skills
Trading, Equity Sales, Hedge Funds, Equity Trading, Equities, Asset Allocation, Settlement, Trading Strategies, Bloomberg, Capital Markets
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Roger Williams University 2001 — 2005
Bachelor of Science (BS), Accounting and Finance, Deans List, Academic Scholarship Recipient
University of Wollongong
•CORE Concentration in Australia Studies
UBS Wealth Management July 2013 - August 2013
Deloitte May 2013 - June 2013
KPMG China March 2013 - March 2013
Zhongshan Tsuihang New District Administrative Committee (Municipal Bureau of Investment Promotion) December 2012 - February 2013
Middle Way House September 2012 - December 2012
Beta Alpha Psi-Kelley School of Business December 2011 - December 2012
180 Degrees Consulting August 2011 - December 2012
CITIC Securities July 2012 - August 2012
PricewaterhouseCoopers LLP December 2011 - January 2012
Bauhinia Foundation Research August 2011 - August 2011
Skills
Strategy, Financial Modeling, International Travel, Management, Program Management, Financial Analysis, English, Nonprofits, Intellectually Curious, Marketing, Microsoft Excel, Mandarin
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's degree, Accounting and Finance, 3.7
Valley Forge Military Academy
CITIC Bank International May 2011 - August 2011
CITIC Securities May 2010 - July 2010
Skills
E views, Excel, Word, Customer Relations, Strategic Planning, Driving, Sports Communication
Education
Marietta College 2009 — 2012
Economics
The Global Emerging Markets Group (GEM) 2014 - Present
China Merchants Bank 2013 - 2014
CITIC Securities January 2013 - March 2013
International Alliance Associates Limited October 2012 - December 2012
Complex Resilient Intelligent Systems Lab (CRIS) at Columbia University January 2012 - May 2012
Beijing Technology and Business University November 2007 - July 2011
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Emerging Markets, Investment Research, Credit Analysis, Bloomberg Terminal, Capital IQ, FactSet, Debt & Equity Financing, VBA, Matlab, Java, Capital Markets, Statistics, Quantitative Analytics, Cash Flow Projection, Loan Origination, Due Diligence, Moody's Analytics, Valuation Modeling, Visual Basic, Machine Learning, Microsoft Excel, Microsoft Word, Powerpoint, Analytics, Japanese, Mandarin
Education
Columbia University in the City of New York
Master of Science (MS), Chemical Engineering
Beijing Technology and Business University
Bachelor's Degree, Polymer Materials and Engineering
UnionPay International May 2015 - September 2015
Ping An Bank Co., Ltd. July 2014 - August 2014
Kailai Investments Co.Ltd (Private Equity) March 2013 - May 2013
Bain & Company October 2012 - October 2012
CITIC Securities August 2012 - September 2012
State Administration of Foreign Exchange Of China (SAFE) June 2012 - July 2012
Hankou Bank July 2011 - July 2011
Six Flags Great America June 2010 - September 2010
Skills
Teamwork, Financial Analysis, Microsoft Office, Financial Services, Mergers & Acquisitions, Financial Modeling, Microsoft Excel, PowerPoint, Financial Accounting, Venture Capital, Consulting, Corporate Finance, SAS, Matlab, EViews, Analysis, Finance, Microsoft Word, Data Analysis, Statistical Data..., Bloomberg Terminal, Investment Banking, VBA
Education
State University of New York at Buffalo - School of Management 2013 — 2015
Master's degree
Hubei University of Economics 2009 — 2013
Bachelor of Economics
Canby Financial Advisors February 2014 - Present
Flanigan, Cotillo & Mainzer, LLP January 2013 - December 2013
Clark University Endowment Fund September 2012 - December 2012
Zhaolong Investment Company May 2012 - July 2012
CITIC Securities June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Valuation, Corporate Finance, Portfolio Management, Mutual Funds, Fixed Income, Bloomberg Terminal, Equity Research, Financial Analysis, Investments, Derivatives, Equities, DCF
Education
Clark University 2011 — 2013
Master, Finance, 4.0/4.0
Shanghai University 2007 — 2011
Bachelor's degree, Finance, 3.6/4.0
Industrial and Commercial Bank of China, New York February 2014 - March 2014
CITIC Securities November 2013 - January 2014
A Plus Coverage September 2013 - November 2013
PwC July 2012 - September 2012
Asian American Insurance and Financial Professional Association April 2012 - June 2012
Emma's Company October 2011 - December 2011
Lee's Gallery August 2009 - September 2010
University of Minnesota August 2009 - May 2010
Skills
Statistics, Data Analysis, Microsoft Office, C++, R, SAS, Microsoft Excel, Oral & Written..., Teamwork, PowerPoint, Microsoft Word, Photoshop, Financial Modeling, Financial Analysis, Financial Reporting, Risk Management, Finance, Investments, SQL
Education
Columbia University in the City of New York 2011 — 2013
Master of Science, Actuarial Science
University of Minnesota-Twin Cities 2007 — 2011
Bachelor of Science, Bachelor of Arts, Economics, Arts
Primatics Financial June 2015 - August 2015
CICC July 2013 - August 2013
Citic Securities January 2013 - February 2013
China United Assets Appraisal Group July 2012 - August 2012
Daxin Certified Public Accountants January 2012 - February 2012
Skills
R, C++, Research, Financial Modeling, Microsoft Office, Teamwork, Analysis, Risk Management, Time Series Analysis, Valuation, Statistics
Education
Boston University Questrom School of Business 2014 — 2016
Mathematical Finance, Master's Degree(Currently GPA 3.5)
Wuhan University 2010 — 2014
Financial Engineering, Bachelor of Science (B.S.)(GPA 3.62)
Vitruvio Energy September 2015 - Present
The Conti Group September 2015 - Present
Yingli Green Energy Americas, Inc. January 2015 - August 2015
Crédit Agricole CIB February 2015 - May 2015
CITIC Securities June 2014 - August 2014
Morgan Stanley May 2012 - July 2012
Bank of China Headquarters July 2011 - August 2011
Skills
Data Analysis, Microsoft Office, Financial Analysis, Microsoft Excel, Stata, Quantitative Analytics, Energy Policy, Financial Modeling, Statistics, Renewable Energy, Project Finance, Economics, Solar Energy, Corporate Finance
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), International Energy Management and Policy
Brandeis University 2009 — 2013
Bachelor of Arts (BA), Economics and Political Science
MSCI Inc. August 2015 - Present
MSCI Inc. December 2014 - February 2015
Quantitative Management Associates LLC October 2014 - October 2014
HSBC August 2011 - May 2013
CICC January 2010 - May 2011
CITIC Securities July 2009 - September 2009
ISI Group February 2009 - March 2009
Mercer July 2008 - September 2008
Skills
Bond Pricing, Customer Service, Underwriting, Bloomberg, Accounting, Comparative Analysis, Capital Markets, Syndications, Financial Analysis, Banking, Corporate Finance, Financial Modeling, Valuation, Emerging Markets, Fixed Income, Investments, Economics, Investment Banking, Matlab, Finance, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's degree, Finance
Peking University 2007 — 2010
Master's degree, Economics CCER
Peking University 2003 — 2007
Bachelor's degree, Economics, Journalism
CITIC Securities June 2013 - August 2013
Skills
PowerPoint, Financial Modeling, Microsoft Excel, Corporate Finance, Financial Analysis, Microsoft Word, Real Estate Investment..., Business Development, Asset Management, Entrepreneurship
Education
Fordham University 2011 — 2015
Bachelor of Science (BS), Major Finance, Minor Economics, Concentration Alternative Investment
Together Rewards, Inc. November 2014 - Present
The Clarett Group June 2014 - Present
IDG-Accel/IDG Capital Partners October 2012 - December 2012
CITIC Securities July 2012 - September 2012
Skills
Valuation, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Economics, Private Equity, Bloomberg, Capital Markets, Due Diligence, Asset Management, DCF, Equities, Bloomberg Terminal, Investments, Business Development, Real Estate Development, Real Estate, Real Estate Economics
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Real Estate Development
Fudan University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Bank of China June 2014 - August 2014
Western & Southern Life March 2013 - March 2013
Bank of China June 2011 - September 2011
CITIC Securities July 2011 - August 2011
Skills
Philosophy, Microsoft Word, Chinese, Reading, Mandarin, Computer Proficiency, Microsoft Office, Microsoft Excel, Financial Statement..., Research, Problem Solving, Organization Skills
Education
Indiana University - Kelley School of Business 2011 — 2014
Bachelor’s Degree, Accounting and Finance
Indiana University Bloomington 2010 — 2014
Bachelor’s Degree, Accounting and Finance
Columbia University in the City of New York September 2013 - Present
Goldman Sachs June 2015 - August 2015
Fosun Group October 2014 - December 2014
MD Global Partners, LLC February 2014 - May 2014
CITIC Securities June 2012 - August 2012
KPMG January 2012 - February 2012
Skills
corporate finance, valuation, Accounting, Matlab, SAS, Eviews, Stata, Research
Education
Columbia University in the City of New York 2013 — 2015
M.S. of Operations Research, Concentration in Financial Managerial Applications, 4.0/4.0
Peking University 2009 — 2013
Bachelor's degree, Finance and Banking, double major in Statistics
University of Cambridge 2012 — 2012
gs summer class
gs summer class
Credit Suisse June 2015 - Present
Standard Chartered Bank May 2014 - July 2014
Fuqua School of Business August 2013 - May 2014
Bank of America Merrill Lynch January 2014 - January 2014
CITIC Securities July 2013 - August 2013
Nike May 2012 - August 2012
Skills
Mandarin, Stata, Java, Python, Public Speaking, Equity Research, Bloomberg, Valuation, Matlab
Education
Duke University 2012 — 2016
Bachelor of Science (BSc), Economics (Finance Concentration), Computer Science, Music
Anglo-Chinese School (Independent), Singapore 2007 — 2011
International Baccalaureate
Vertical Research Partners July 2014 - Present
Summer Road, LLC. December 2013 - June 2014
China Merchants Securities June 2012 - August 2012
JD Capital 九鼎投资 June 2011 - August 2011
CITIC Securities December 2010 - January 2011
Skills
Bloomberg, Equities, Microsoft Excel, PowerPoint, Microsoft Office, Mandarin, Investment Banking, Trading, Visual Basic, Access, FX Trading, Capital IQ, Python, Financial Modeling, Equity Derivatives, Convertible Bonds, Financial Analysis, Equity Research, Valuation
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Bachelor of Science
Brandeis University 2010 — 2011
Bachelor of Science
High School Affiliated to RenMin University of China
A-Level
Duke Investment Club March 2014 - Present
Greentech Capital Advisors June 2015 - August 2015
CITIC Securities June 2014 - August 2014
China Investment Corporation July 2013 - August 2013
CICC May 2013 - June 2013
Skills
Economics, Financial Analysis, Entrepreneurship, Investment Banking, Financial Modeling, Investments, Policy Analysis, Mergers & Acquisitions
Education
Duke University 2012 — 2016
Bachelor of Science (B.S.), Economics with Finance Concentration, Public Policy Study, Computer Science
Shanxi Experimental Secondary School 2006 — 2012
University of Pennsylvania 2011 — 2011
T1D Exchange November 2013 - Present
Dreambridge Partners LLC June 2012 - April 2013
CITIC Securities February 2010 - January 2011
Skills
QuickBooks, Accounting, SAP, Tax Accounting, Financial Reporting, Access, Visio, CCH, ProSeries, Oracle, US GAAP
Education
Bentley University 2011 — 2013
Master's degree, Accounting
Beijing Technology and Business University 2006 — 2010
Bachelor's degree, Economics, 3.7
CITIC Securities July 2012 - June 2013
Soochow Securities April 2012 - June 2012
Skills
Investment Banking, Financial Analysis, Corporate Finance, English, Microsoft Word, Investments, Data Analysis, Valuation, VBA, Matlab, Microsoft Office, Analysis, Teamwork
Education
Drexel University - College of Business and Administration 2013 — 2015
Master of Science (MS), Finance, General, Fresh
Soochow University (CN) 2009 — 2013
Bachelor of Economics, Finance, General
AIG September 2014 - Present
Claremont McKenna College July 2013 - Present
The Rockledge Group June 2013 - September 2014
CITIC Securities November 2011 - February 2012
Orient Fund Management May 2011 - July 2011
Skills
Quantitative Analytics, Quantitative Finance, Investment Management, Qualitative Research, Credit Risk, Market Risk, Matlab, R, VBA, C++, SAS programming, Bloomberg Terminal, Statistical Data...
Education
Claremont Graduate University 2012 — 2014
Master of Science (MS), Financial Engineering and Mathematics, 3.90/4.00
Central University of Finance and Economics 2008 — 2012
Bachelor of Science (BS), Finance, General
Claremont Graduate University
Doctor of Philosophy (PhD), Financial Mathematics
Cinda Securities January 2015 - March 2015
Johns Hopkins University September 2013 - May 2014
Maryland Department of Business and Economic Development June 2013 - August 2013
PPG Industrial Coatings June 2012 - July 2012
OSU Black Swan Investment Group March 2011 - June 2012
CITIC Securities August 2011 - September 2011
Huaxia Bank, China July 2010 - August 2010
China Construction Bank July 2008 - August 2008
Skills
Financial Modeling, Equity Research, Derivatives, Matlab, Corporate Finance, Investments, Finance, Microsoft Office Tools:..., Basic C++language, Company Valuation, Industry Research, Financial Statement..., GIS, Marketing Research, Risk Management, Leadership, Stata, SAS Certified Base..., Advanced EXCEL, SAS Certified Advanced...
Education
The Johns Hopkins University 2012 — 2014
Master of Science in Engineering, Financial Mathematics
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Bachelor Science in Business Administration Degree, Finance major with Mathematics minor
Miami University 2009 — 2010
Finance with Mathematics minor
WattsWorth Analysis Inc. September 2014 - Present
Nevinomics September 2013 - March 2015
Muthoot Securities Ltd April 2013 - July 2013
Richard Ivey School of Business 2013 - 2013
CITIC Securities 2012 - 2012
Western University 2010 - 2012
Southwest Securities Corp., Ltd. 2011 - 2011
Skills
SPSS, Microsoft Excel, Economics, Eviews, Maple, Matlab, Statistical Modeling, Statistical Data..., Consulting, Business Development, Investment Banking, PowerPoint, Econometrics, Presentations, Time Management, Finance, Teamwork, Analysis, Financial Analysis, Microsoft Office, Research, Data Analysis, Leadership, Management, Public Speaking, Customer Service, Communication
Education
Ivey Business School at Western University 2013 — 2014
Master of Science in management, International Business
The University of Western Ontario 2010 — 2012
Bachelors of Arts, Honour Specialization in Economics
Dongbei University of Finance and Economics 2008 — 2010
Bachelor's degree, Economics, 88.5/100
The High School Affiliated to Renmin University 2002 — 2008
Zapolski Real Estate, LLC July 2015 - Present
Colliers International March 2015 - May 2015
CITIC Securities May 2014 - July 2014
Shanghai Government September 2010 - May 2013
Shanghai Government September 2009 - September 2010
Chinese Overseas Town Group September 2008 - September 2009
Skills
Project Management, Business Development, Microsoft Excel, Marketing, Strategy, Community Outreach, Community Development, Investment Promotion, Local Government, Governmental Affairs, Project Coordination, Relationship Management, Manage Client..., Sales Management, Strategic Public...
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, General
Sun Yat-Sen University 2004 — 2008
Bachelor of Arts (BA), Landscape Design
Goldman Sachs March 2015 - Present
Goldman Sachs June 2014 - August 2014
Citi March 2013 - May 2013
xQuant September 2012 - December 2012
University of Toronto May 2012 - August 2012
CITIC Securities July 2011 - September 2011
Skills
Microsoft Office, C/C++ Programming, Matlab, Econometrics, Volatility, Financial Modeling, Economics, Corporate Finance, Operations Research, Statistics, Python, Algorithms, C++, Quantitative Analytics, Data Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master of Science, Financial Engineering
Zhejiang University 2009 — 2013
Bachelor, Major: Control Science and Engineering (Automation), Minor: English
University of Rhode Island 2012 — 2012
Babson Free Press May 2014 - June 2015
Babson Student Government Organization April 2014 - February 2015
CITIC Securities June 2014 - August 2014
Farrar Aerospace July 2012 - August 2012
Beat-Teez Clothing October 2011 - April 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, WiX, Public Speaking, Social Media, Networking, Microsoft Office, PowerPoint, Access, Management, Social Networking, Marketing
Education
Babson College 2011 — 2015
Bachelor of Science, Business Management, Business Administration and Management, General
St. Andrew's College 2007 — 2011
High School Diploma
Global Lending Services LLC July 2014 - Present
Citi June 2013 - August 2013
CITIC Securities June 2012 - July 2012
HSBC July 2011 - July 2011
Skills
R, VBA, Financial Modeling, Matlab, Financial Analysis, Statistical Modeling, Java, C++, SAS, Time Series Analysis, Derivatives, Fixed Income, Risk Management, SQL, Statistics, Quantitative Finance
Education
Georgia Institute of Technology 2012 — 2013
Master's degree, Financial Engineering
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor's degree, Actuarial Science, Economics, Statistics
Aetna Inc. March 2014 - Present
True Partners Consulting October 2013 - January 2014
Hologic, Inc. May 2013 - August 2013
Xpitax solutions February 2013 - April 2013
CITIC Securities August 2010 - August 2011
DBS Bank April 2010 - June 2010
HSBC January 2010 - April 2010
Skills
Financial Analysis, ProSystem fx Tax, SAP, Financial Modeling, SmartDraw, Corporate Finance, Microsoft Excel, Mandarin, Financial Accounting, Financial Reporting, Accounting, Microsoft Office, PowerPoint, Chinese, Microsoft Word, Oracle, Tax, Corporate Tax, US GAAP, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Tax Accounting, Tax Research, Tax Preparation, Sales Tax, Pivot Tables, Tax Returns, SEC filings, Finance
Education
Bentley University
Master of Science (MS), Accountancy
Rouen Business School
Bachelor of Science (BSc), International Business
FactSet Research Systems May 2013 - Present
Acumen LLC March 2013 - May 2013
CITIC Securities July 2012 - August 2012
Skills
Java, Matlab, C++, Linux, Python, Shell Scripting, SQL, Object Oriented Design, Objective-C, PHP, HTML, CSS
Education
Columbia University in the City of New York 2011 — 2012
Master of Science, Electrical Engineering
Zhejiang University 2007 — 2011
Bachelor of Engineering, Electrical Engineering
Technische Universität München / Technical University of Munich 2010 — 2010
Exchange Program, Information and Electronics
Xuejun High School 2004 — 2007
Young Entrepreneur’s Association September 2012 - Present
CITIC Securities June 2013 - July 2013
Kelley School of Business January 2012 - May 2013
Bailian Nanfang Shopping Mall June 2012 - July 2012
All Campus Band September 2011 - December 2011
MCI Dorm Council September 2010 - June 2011
MCI Math Team September 2009 - June 2011
Skills
Chinese, Trombone, Piano, Card Magic, Calligraphy, Microsoft Office, Microsoft Excel
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (BS), Entreneurship and Corp. Innovation
Maine Central Institute
Sequana Computing June 2014 - Present
Broad Institute of MIT and Harvard October 2013 - Present
Harvard Medical School October 2013 - Present
Seqnosis Technologies April 2013 - Present
Perdana University August 2014 - April 2015
Georgia Institute of Technology August 2009 - December 2012
CITIC Securities March 2008 - June 2008
Skills
Bioinformatics, High Performance..., Metagenomics, metatranscriptomics, Genomics, Data Mining, Machine Learning, Software Engineering, Algorithm Design, Python, Perl, C++, Java, MySQL, R, Matlab, Neo4j, Science, Computational Biology, Statistics, DNA sequencing, RNAseq, Biotechnology, Sequence Analysis, R&D
Education
Georgia Institute of Technology 2009 — 2012
PhD, Bioinformatics
Peking University 2006 — 2009
MS, Condensed Matter Physics
Beijing University of Aeronautics and Astronautics 2002 — 2006
B.S., Mechanical Enginnering and Automation
CITIC Securities March 2012 - Present
CICC June 2011 - August 2011
PwC August 2009 - August 2009
CITIC Securities July 2007 - July 2007
Skills
Oracle SQL, C++, Matlab, Bloomberg, Financial Modeling, Fixed Income, VBA
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MS, Quantitative Finance
Peking University 2006 — 2010
BS, Applied Mathematics
Bank of America May 2015 - Present
JPMorgan Chase August 2012 - May 2015
UBS Wealth Management June 2012 - August 2012
Knights Investment Group April 2012 - May 2012
CITIC Securities July 2011 - August 2011
HSBC Bank China December 2009 - January 2010
Skills
Matlab, SPSS, SQL, R, SAS, Bloomberg, Visual Basic, C, VBA, Microsoft Office, Thompson One, Risk Management, Access, Thomson One, Data Analysis, Quantitative Finance, Data Mining, Predictive Modeling, Statistics, Fixed Income, Statistical Modeling, Time Series Analysis, Monte Carlo Simulation
Education
Columbia University in the City of New York 2010 — 2012
MA, Statistics
Fayetteville State University 2009 — 2010
BS, Computer Science
East China University of Science and Technology 2006 — 2010
BS, Mathematics and Applied Mathematics
WRP Advisors LLC October 2012 - Present
Amerione Accounting & Tax December 2010 - September 2012
Donghai Securities June 2010 - August 2010
Donghai Securities June 2009 - August 2009
China life Asset Management Company December 2007 - December 2008
CITIC Securities June 2007 - August 2007
Industrial and Commercial Bank of China June 2006 - August 2006
Education
New York Institute of Technology-Old Westbury 2009 — 2011
M.B.A., Finance
Henan University of Science and Technology 2004 — 2008
B.S., International Economics and Trade
Zest Education December 2010 - Present
CITIC Securities July 2011 - August 2011
Shoreline Capital July 2010 - August 2010
United Nations Office at Geneva September 2008 - December 2008
Education
Stanford University 2009 — 2011
M.A., East Asian Studies - Economics
Jilin University 2005 — 2009
B.B.A., Applied Finance
Nagoya University 2007 — 2008
Diploma, Management Studies
University of Rochester July 2014 - Present
PwC January 2014 - April 2014
KPMG China July 2013 - August 2013
CHINA CITIC BANK July 2012 - September 2012
CITIC Securities July 2011 - September 2011
Skills
Auditing, Accounting, Financial Analysis, Financial Accounting, Research, Economic Modeling, Economics, Data Analysis, Microsoft Office, Teamwork, Basketball, Mandarin, Internal Audit, Analysis, Financial Modeling
Education
University of Rochester 2014 — 2015
Master of Science (M.S.), Accounting
Fuzhou University 2010 — 2014
Bachelor of Arts (B.A.), Economics, 3.69
Alphabuyer Business Solutions September 2013 - March 2014
CITIC Securities July 2012 - August 2012
Skills
Sales, Training, Marketing, PowerPoint, Analysis, Market Research, Marketing Analytics, SWOT analysis, SEO, Microsoft Excel, Customer Service, Call Center...
Education
英国伦敦大学学院 2015 — 2016
Master, Healthcare Informatics
Drexel University 2012 — 2014
Bachelor of Science in Business Administration, Marketing
Zhejiang University City College
Bank of America Merrill Lynch June 2015 - August 2015
CME Group January 2015 - May 2015
SDIC CGOG Futures Co.,LTD October 2013 - December 2013
CITIC Securities July 2013 - September 2013
Skills
Quantitative Finance, Financial Engineering, Simulations, C++, Matlab, R, VBA, Python, SAS, KDB+, Bloomberg, Go (Board Game), Economics, Microsoft Excel, Microsoft Office, Data Analysis, Derivatives, Financial Modeling, Financial Analysis
Education
City University of New York-Baruch College 2014 — 2015
Master's Degree, Financial engineering, A
Peking University 2010 — 2014
Bachelor's Degree, Mathematics
Peking University 2011 — 2014
Bachelor's Degree, Economics
Liaoning Province Shiyan High School 2007 — 2010
PNC May 2015 - Present
Carnegie Mellon Tepper School of Business August 2014 - Present
T3 Trading Group, LLC August 2013 - May 2014
CITIC Securities July 2012 - August 2012
China Datang Corporation July 2010 - August 2010
Skills
Equity Trading, Investments, Financial Modeling, Valuation, Corporate Finance, Derivatives, Data Analysis, Teamwork
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2015
Master of Science in Computational Finance
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General
University of Delaware 2009 — 2013
Bachelor of Science (BS), Mathematics
e代驾 August 2015 - Present
BASF June 2014 - August 2014
CITIC Securities July 2011 - December 2012
CICC July 2010 - September 2010
UBS SDIC Fund Management Company Limited January 2009 - February 2009
Skills
Capital Markets, Investment Banking, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Statistics, Financial Accounting, SAS, Corporate Valuation, Mutual Funds, Access Database, PowerPivot, Financial Controlling, Corporate Finance, Managerial Finance, Data Analysis, Finance, Mergers & Acquisitions
Education
Georgetown University 2013 — 2015
Master of Business Administration (MBA)
Peking University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.7/4.0
East West Bank January 2015 - Present
Smart Capital International Inc. July 2014 - January 2015
HSBC March 2014 - August 2014
CITIC Securities November 2013 - March 2014
Henri Bendel November 2013 - December 2013
Dragon Gate Investment Partners September 2013 - November 2013
United Nations January 2013 - June 2013
St. John's University August 2011 - May 2013
University of Hartford January 2011 - May 2011
China Merchants Bank January 2010 - June 2010
Skills
Financial Modeling, SPSS, Leadership, Bloomberg, Accounting, Research, Microsoft Office, PowerPoint, Factset, Management, Budgets, Microsoft Excel, Investments, Valuation, Strategy, Auditing, Finance, Financial Analysis, Economics, Competitive Analysis, Entrepreneurship, Microsoft Word
Education
St. John's University 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Hartford 2010 — 2011
Bachelor's degree, Accounting and Finance
Shandong University of Finance 2007 — 2011
Bachelor of Economics, Finance; Major
Realterm Global August 2015 - Present
CITIC Securities June 2014 - August 2014
Trebizond Capital Partners January 2013 - September 2013
UBS Wealth Management June 2013 - August 2013
Abercrombie & Fitch September 2012 - June 2013
DoxTV June 2012 - July 2012
Thunder Ridge Ski Area November 2007 - March 2011
Skills
Microsoft Office, Minitab, Chinese, Bloomberg Terminal, Finance, Leadership, Blogging, Economics, Analysis, Entrepreneurship, Venture Capital, Financial Modeling, International Relations, Time Management, Valuation, Investment Banking, Social Networking, Start-ups, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (BS), International Business, Finance, Chinese (Mandarin)
London School of Economics and Political Science 2013 — 2014
BSBA, International Business, Finance, Chinese (Mandarin)
London Stock Exchange December 2014 - May 2015
Columbia University in the City of New York September 2014 - December 2014
CITIC Securities June 2014 - August 2014
The Amity Foundation November 2012 - February 2013
PwC October 2012 - November 2012
Inter IKEA Centre Group August 2012 - September 2012
HSBC Bank July 2012 - August 2012
Shanghai Pudong Development Bank January 2011 - February 2011
Skills
Financial Analysis, Corporate Finance, Commercial Banking, Excel models, Risk Management..., Economics, Financial Modeling, PowerPoint, SPSS, Statistics, Quantitative Analytics, Microsoft Excel
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), International Finance
Nanjing University 2009 — 2013
Bachelor of Economics, Finance
University of California, Davis 2011 — 2011
Global Study Program, Economics
CITIC Securities June 2013 - August 2013
Bank of Communications Limited July 2011 - September 2011
FamilyMart Co.,Ltd. July 2010 - September 2010
Skills
Data Warehousing, Computer Hardware, Social Skills, Psychology, Communication, Stocks
Education
Indiana University Bloomington 2012 — 2016
Business, Freshman
CITIC Securities International February 2015 - Present
Enclave Capital, LLC (FINRA, SIPC) October 2014 - February 2015
Neuheit Associates LLC June 2013 - December 2014
Samambu LLC January 2013 - March 2014
CITIC Securities April 2010 - June 2012
Standard Chartered Bank 2006 - 2010
Omnilife June 2005 - August 2006
CEMEX 2002 - 2002
Skills
Capital Markets, Equities, Banking, Investments, Intellectual Property, Emerging Markets, China Business..., Valuation, Business Strategy, Business Development, Investment Banking, Finance, Financial Markets, Intellectual Property..., Trademark/brand..., Intellectual Property..., IP Ratings, Portfolio Management, Corporate Finance
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2013
Master of Science (MS), Intellectual Property Management & Markets
Beijing Normal University 2002 — 2005
Mandarin studies certificate, Chinese Language & Culture
Instituto Tecnológico y de Estudios Superiores de Monterrey 1997 — 2002
Bachelor of Arts (B.A.), Finance
INSEEC Business School (Institut des hautes Etudes Economiques et Commerciales) 2000 — 2001
1yr Exchange, Banking, Corporate, Finance, and Securities
Lower Merion High School 1994 — 1997
FirstKey July 2014 - Present
Hermes Capital Advisors, LLC January 2014 - May 2014
CITIC Securities August 2013 - September 2013
Rutgers Business School January 2013 - May 2013
Rutgers Business School September 2012 - May 2013
China Post & Capital Fund Management Co.,Ltd June 2012 - September 2012
Taikang Asset Management Co.,Ltd January 2011 - March 2011
Skills
Language: Fluent in..., Proficient use in..., Programming Skills:..., Software workshop: SQL..., VBA, Time Series Analysis, Financial Modeling, Bloomberg, Options, Econometrics, Statistics, Data Mining, Risk Management, Portfolio Management, C++, Quantitative Finance, Economics, R, Bloomberg Terminal, Matlab, Stata, Stochastic Calculus, Monte Carlo Simulation, Capital Markets
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Master of Quantitative, Finance, 3.85
Wuhan University 2007 — 2011
Duel Bachelor's degree, Mathematical Finance, 3.45
McGill University January 2015 - April 2015
CITIC Securities May 2014 - June 2014
BMO Financial Group July 2013 - December 2013
Mitsui Sumitomo Insurance Group May 2012 - June 2012
IMUNC November 2010 - August 2011
Skills
Statistics, Economics, Data Analysis, Financial Modeling, Statistical Modeling, Valuation, Research, Java, C++, VBA, Matlab, R, LaTeX, Mandarin, English, PowerPoint, Microsoft Office, Event Management, Public Relations, Public Speaking
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.)
McGill University 2011 — 2015
Bachelor of Arts (B.A.)
The Chinese University of Hong Kong 2013 — 2013
Exchange Student
London School of Economics and Political Science 2012 — 2012
Summer School
Beijing No.4 High School 2005 — 2011
High School
University College London September 2014 - December 2014
Powr of You July 2014 - September 2014
AIESEC UCL-SOAS September 2013 - June 2014
University College London September 2013 - December 2013
CITIC Securities July 2013 - July 2013
Skills
Statistics, R, Python, D3.js, C++
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2016
Master’s Degree, Computational Finance
UCL 2012 — 2015
Bachelor’s Degree, Economics and Statistics, First Class Honors
Wei, Wei & Co., LLP January 2015 - May 2015
CITIC Securities June 2012 - August 2012
China Merchants Bank June 2011 - August 2011
Bank of China December 2010 - January 2011
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master’s Degree, Accounting
The Johns Hopkins University 2013 — 2014
Master's Degree, Finance, General, GPA 3.6/4.0
University of Wisconsin-Madison 2011 — 2013
Bachelor's Degree, Finance, GPA 3.5/4.0
Wuhan University 2009 — 2010
Business Administration and Management, General, GPA 3.5/4.0
BlueCrest Capital Management June 2015 - July 2015
China Merchants Bank July 2014 - August 2014
CITIC Securities July 2013 - August 2013
Skills
C++, Matlab, Corporate Finance, Financial Modeling, Accounting, Financial Analysis, Economics, Finance, Bloomberg, Portfolio Management, Data Analysis, Trading, Valuation, Investment Banking, Microsoft Excel, Stata, C, Python, FactSet, VBA, SQL, Linux
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (MS), Financial Engineering
University of Michigan 2012 — 2014
Bachelor of Science (BS), Financial Mathematics & Economics
UCLA September 2015 - Present
Deloitte September 2012 - June 2015
First Miami Student and Alumni Federal Credit Union September 2009 - December 2011
CITIC Securities May 2011 - July 2011
Hong Kong and Shanghai Banking Corporation June 2009 - August 2009
Skills
Microsoft Excel, Accounting, Project Management, Analytics, Employee Benefits, Financial Reporting, Financial Analysis, Film, International Business
Education
University of California, Los Angeles 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Miami University 2008 — 2012
Bachelor's degree, Accounting and Finance
The Chinese University of Hong Kong (CUHK) Business School 2010 — 2010
N/A, Globalized and International Business Development
Beijing Technology and Business University 2007 — 2008
Information Engineering
Premier Financial Alliance June 2014 - September 2014
Simbiosys Mobile Solutions, Inc. March 2014 - May 2014
Franklin Templeton Investments October 2013 - December 2013
CITIC Securities March 2012 - May 2012
CITIC Group July 2011 - August 2011
Skills
Financial Analysis, Portfolio Management, Bloomberg Terminal, Corporate Finance, Equity Valuation, Teamwork, Stata, Microsoft Excel, Bloomberg, Risk Management, R, PowerPoint, Data Analysis, Alternative Investments, Financial Econometrics, International Finance, Derivatives, Cloud Computing, Salesforce.com, Apex Data Loader, HTML, PHP, C, C++, Matlab, SQL, Windows, Linux
Education
Santa Clara University 2014 — 2016
Master's Degree, Computer Engineering
University of San Francisco 2012 — 2013
Master's Degree, Financial Analysis
Nanjing University of Finance and Economics 2008 — 2012
Bachelor's Degree, Finance, General
Lion Fund LLC October 2014 - Present
CITIC Securities International July 2015 - August 2015
HT Capital Advisors, LLC January 2015 - June 2015
Barclays March 2015 - March 2015
CITIC Securities July 2014 - January 2015
Nanyang Technological University, Singapore June 2012 - July 2012
Education
Columbia University in the City of New York 2014 — 2018
Bachelor of Arts (B.A.), Financial Economics, History
Mission San Jose High School 2010 — 2014
MIT Sloan School of Management July 2015 - Present
CICC July 2014 - October 2014
CITIC Securities May 2014 - July 2014
Accenture January 2014 - March 2014
Strategy&, part of the PwC network (formerly Booz & Company) December 2013 - January 2014
Deutsche Bank July 2013 - July 2013
SDIC CGOG Futures July 2012 - August 2012
Skills
Financial Analysis, Corporate Finance, Microsoft Excel, Microsoft Word, Bloomberg, Equities, Financial Accounting, Equity Research, Financial Modeling, PowerPoint, Data Analysis, Mandarin
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Finance, Finance
Peking University 2011 — 2015
Bachelor of Arts (B.A.), Finance and Banking
The High School Affiliated to Renmin University of China 2005 — 2011
HERD North America Inc. January 2015 - Present
HERD North America Inc. May 2014 - September 2014
1st Stop Options June 2013 - August 2013
Citic securities June 2012 - September 2012
Agricultural Bank of China (ABC) June 2011 - September 2011
Moka Restaurant December 2009 - September 2011
Next Group PLC November 2009 - May 2010
Skills
Financial Modeling, Financial Reporting, Corporate Finance, Finance, Teamwork, Financial Analysis, Accounting, Auditing, Financial Accounting, Banking, Investments, Microsoft Excel, Economics, Tax, Microsoft Office, PowerPoint, Analysis, Strategic Financial..., Financial Services, Fund Accounting, Account Reconciliation, Retail Banking, Creative Problem Solving, Fixed Income, Market reaserch in..., Alternative Investments, Operational Due..., Financial Planning
Education
Lancaster University 2012 — 2013
Master's degree, Accounting and Finance, Merit
University of Central Lancashire 2009 — 2012
Bachelor of Arts (BA), Accounting and Finance, First Class degree( Obtained)
J.P. Morgan June 2015 - Present
Columbia University in the City of New York October 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Columbia University in the City of New York September 2013 - January 2014
Houlihan Lokey August 2013 - August 2013
CITIC Securities June 2013 - July 2013
China Daily June 2012 - August 2012
Baha'i International Community (BIC) June 2010 - July 2010
Skills
Research
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (BA), Economics-Mathematics
PricewaterhouseCoopers LLP September 2013 - Present
Ernst & Young June 2012 - August 2012
Indiana University August 2011 - December 2011
CITIC Securities June 2011 - July 2011
PricewaterhouseCoopers July 2010 - August 2010
Shandong Comtemporary Journal July 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Mergers & Acquisitions, Investments, Strategy, C++, Carve-outs, SEC Filings, Research, Accounting, Access, Algorithm Design, PowerPoint, Data Analysis, Microsoft Office
Education
Indiana University Bloomington 2009 — 2013
Bachelor's, Finance, Accounting, Mathematics
Beijing Foreign Studies University 2008 — 2009
Bachelor's, English Literature
Morgan Stanley September 2015 - Present
Johns Hopkins Innovation Factory (a student-led incubator) August 2014 - August 2015
DreamIt Ventures February 2015 - April 2015
The Hina Group February 2014 - July 2014
McKinsey & Company September 2013 - February 2014
China Galaxy Securities July 2013 - August 2013
CITIC Securities May 2013 - July 2013
Noah Wealth Management (NYSE:NOAH) September 2012 - January 2013
China Merchants Bank June 2012 - September 2012
Skills
Investment Banking, Financial Modeling, Quantitative Analytics, Public Speaking, Risk Management, Data Analysis, Investments, Leadership, Research, Matlab, VBA, SQL, SAS, R, Consulting, ThomsonOne, QuickBooks, Capital IQ, Bloomberg, Morningstar
Education
Johns Hopkins Bloomberg School of Public Health 2015 — 2015
Data Science
The Johns Hopkins University 2014 — 2015
Master of Science (MS), Finance
Renmin University of China 2010 — 2014
Bachelor's degree, Finance, General
Roland Berger July 2015 - Present
AUDI AG March 2014 - May 2014
CITIC Securities November 2013 - December 2013
McKinsey & Company August 2013 - September 2013
Roland Berger Strategy Consultants January 2013 - August 2013
Skills
Mergers & Acquisitions, Financial Modeling, Microsoft Office, Mandarin, Management Consulting, Capital IQ, Market Entry, Corporate Finance, Research, Market Research, Valuation, Microsoft Excel
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance, General
Peking University 2010 — 2014
Bachelor's Degree, Economics
Peking University 2011 — 2014
Bachelor's Degree, Psychology
Yale University 2012 — 2012
Summer School, Economics, A
High school attached to CNU
University of Connecticut August 2014 - Present
Huawei Technologies USA Inc January 2014 - June 2014
Fushion Modeling Agency September 2012 - August 2013
CITIC Securities June 2011 - October 2011
Bank of China April 2011 - June 2011
Bank of China January 2011 - March 2011
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Accounting, Matlab, Bloomberg, Economics, Teamwork, Bloomberg Terminal, Data Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Finance, Financial Services, Investments, Quantitative Analytics, Mergers & Acquisitions, Fixed Income, Analysis, Leadership, Derivatives
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
Master of Science (MS), Finance, General
Central South University 2008 — 2012
Bachelor of Arts (B.A.), Finance, General, 3.5
HSBC Private Bank August 2015 - Present
China CITIC Bank International Limited May 2015 - August 2015
CITIC Securities September 2013 - August 2014
Citi July 2013 - September 2013
Orient Securities July 2012 - September 2012
Skills
Strategic Planning, Research, Analysis, Modeling, Data mining, Microsoft Excel, Leadership, Microsoft Office, Project Management, Microsoft Word
Education
Fordham University 2014 — 2016
Global Finance, Master of Science (MS)(3.9)
Shanghai University of International Business and Economy 2010 — 2014
International Business and Trade, Bachelor's degree(3.91/4.0)
Kong Jiang
Kong Jiang
Master's degree
Aite Group May 2013 - Present
OneKey Ventures May 2012 - October 2012
CITIC Securities January 2011 - August 2011
E Fund Management Co.,LTD. June 2009 - August 2009
Skills
Financial Modeling, Equity Research, Financial Analysis, Quantitative Analytics, Bloomberg Terminal, Economics, Corporate Finance, Due Diligence, Portfolio Management, Matlab, Excel models, Hedge Funds, Bloomberg, Thompson One
Education
Clark University 2011 — 2013
Master's degree, Finance and Financial Management Services, 3.8
Wuhan University 2007 — 2011
Bachelor's degree, Economics, 3.8
MNI September 2014 - December 2014
University of Illinois at Urbana-Champaign, Mathematics Department July 2012 - February 2014
Hua An Fund Management Co. Ltd. July 2013 - August 2013
CITIC Securities June 2013 - July 2013
University of Illinois at Urbana-Champaign, Mathematics Department August 2012 - December 2012
Skills
Java, Matlab, Mathematica, R, C++ Language, Computer Science, LaTeX, Algorithms, Probability, Calculus, C, Data Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master's degree, Finance
Unversity of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (BS), Mathematics
Brentmore Valuation Advisors LLC August 2013 - Present
Investment Banking Institute November 2012 - November 2012
Deutsche Bank December 2011 - March 2012
CITIC Securities September 2011 - November 2011
Mercer May 2011 - September 2011
Skills
Valuation, Financial Modeling, Business English, French, Mandarin, Microsoft Excel, Bloomberg, Capital IQ, Eviews, Portfolio Management, DCF, Competitive Analysis, Business Valuation, Investments, Corporate Finance, Market Research, Data Analysis, Financial Analysis, Finance
Education
William E. Simon School of Business 2012 — 2013
University of Rochester, Master of Science (M.S.), Finance, General
Ecole de Management de Marseille 2011 — 2012
Exchange, Finance, General, 3.9
Shanghai Jiao Tong University 2008 — 2012
Bachelor's degree, Finance, General, 3.7
CITIC Securities May 2013 - August 2013
Standard Chartered Bank September 2011 - November 2011
Bank of China June 2010 - September 2010
Skills
PowerPoint, Microsoft Excel, International Business..., Marketing, Statistics, Financial Analysis, Eviews, Java, Microsoft Word, Customer Service, Microsoft Office, Data Analysis, Business Strategy, Research, R, SAS, Data Mining, Risk Management, SPSS, EViews, Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
“MS”, Financial Statistics and Risk Management
Nanjing University of Finance and Economics 2008 — 2012
Bachelor of Economics, International Business
CITIC Securities July 2012 - March 2013
China Development Bank Hunan Branch July 2011 - August 2011
Starcraft Industries LTD. July 2010 - August 2010
Skills
Computers, Quantitative Finance, Piano, English, Chinese culture, Financial Analysis, Data Analysis
Education
American University - Kogod School of Business 2013 — 2014
Master of Science (MS), Finance and Financial Management Services
Xiangtan University 2009 — 2012
BS, Finance, 3.81
China Minsheng Banking Corp.ltd (中国民生银行) February 2014 - March 2014
Agricultural Bank of China January 2013 - February 2013
CITIC Securities January 2012 - February 2012
平安保险 July 2011 - August 2011
Skills
Financial Analysis, Business Strategy, SAS, MATLAB, Eviews, SPSS, C, Lingo, Microsoft Office, Leadership, Teamwork
Education
Weatherhead School of Management at Case Western Reserve University 2014 — 2015
Finance
重庆大学 2010 — 2014
金融 Finance, 经济学学士学位 Bachelor of Economics(GPA: 3.81 (4.0))
Huatai-PineBridge January 2014 - Present
MIT Sloan School of Management July 2012 - June 2013
Merrill Lynch May 2011 - August 2011
CICC July 2010 - August 2010
CITIC Securities June 2010 - June 2010
HSBC May 2009 - June 2009
Skills
Matlab, Microsoft Excel, Accounting, Financial Modeling, Bloomberg, Mandarin, Quantitative Analytics, Financial Analysis, Valuation, PowerPoint, Analysis, Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master of Finance
Washington University in St. Louis - Olin Business School 2008 — 2012
Bachelor of Science in Business Administration, Finance and Economics
Jianping High School
Columbia University in the City of New York September 2014 - Present
CITIC securities June 2015 - August 2015
Asia Link Group, Inc June 2014 - August 2014
China Minmetals Corporation May 2013 - July 2013
Skyline Sunrise Co.Ltd May 2012 - July 2012
Skills
Economics, Mathematica, stata, Excels, Mathematics Education, Matlab, Piano Playing, Dance, R, Research, PowerPoint, Microsoft Excel, Quantitative Analytics, Data Analysis, Microsoft Office, Eclipse, Financial Analysis, Financial Reporting, Actuarial Science, Mandarin, Stata, Statistics, Microsoft Word, Financial Modeling, Java, Analysis
Education
Columbia University in the City of New York 2014 — 2015
Master’s Programs in Actuarial Science
University of Virginia 2010 — 2014
Bachelor's degree, Economics, Mathematics in financial concentration
The Phillips Collection August 2015 - Present
Christie's May 2015 - August 2015
Georgetown University August 2014 - May 2015
Ketchum May 2014 - August 2014
CITIC Securities May 2013 - August 2013
Purdue University August 2012 - May 2013
CCTV News June 2010 - September 2010
Skills
PowerPoint, Research, Microsoft Office, Teamwork, Microsoft Word, Public Speaking, Social Media, HTML, Social Networking, Time Management, Photoshop, Premiere, SPSS, Team Leadership, InDesign, Leadership, WordPress, Adobe Creative Suite, Programming, Photography, Illustrator, Event Management, Social Media Marketing, Final Cut Pro, Processing, TV Studio Operation
Education
Georgetown University 2014 — 2016
Master of Arts (M.A.), Communication Culture and Technology
Purdue University 2011 — 2014
Bachelor of Arts (B.A.), Mass Communication, GPA 3.54
Weatherhead School of Management at Case Western Reserve University January 2015 - Present
EY June 2015 - August 2015
Internal Revenue Service February 2015 - April 2015
CITIC Securities December 2013 - January 2014
Citi November 2012 - December 2012
Skills
Accounting, Teamwork, PowerPoint, Financial Analysis, Research, Data Analysis, Financial Modeling, Finance, Analysis, Public Speaking, MS Excel Pivot Tables, SAP, TaxWise, CCH Intelliconnect, Auditing, Economics, Forecasting, Valuation, Microsoft Excel
Education
Weatherhead School of Management at Case Western Reserve University 2014 — 2017
Master's Degree, Accounting, 3.88/4.00
University of International Relations 2010 — 2014
Bachelor of Arts (B.A.) in Economics, Economics
Marietta College 2011 — 2011
Exchange student in International Relations, Politics, and Policy Seminar
CITIC Securities June 2014 - Present
Xinhao Microelectronics Co. 2009 - Present
Skills
Research, Cadence Virtuoso, Java, C, Python, C++, Matlab, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Economics, Editing, Photoshop
Education
Columbia University in the City of New York 2013 — 2017
Shanghai American School Pudong 2009 — 2013
SMIC Private School 2004 — 2009
Bank of America Merrill Lynch July 2014 - Present
Renova Partners, LLC May 2013 - June 2013
CITIC Securities June 2012 - August 2012
Dearborn Capital Management June 2011 - August 2011
Skills
Financial Modeling, Corporate Finance, Valuation, Bloomberg, Financial Analysis, Equity Research, Capital Markets, Capital IQ, Bloomberg Terminal, Equity Valuation, Equities, Investment Banking, Microsoft Excel, Private Equity, Fixed Income, Finance, Investments
Education
MIT Sloan School of Management 2013 — 2014
Master of Finance
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Lake Forest Academy 2005 — 2009
High School Diploma
Zarsion America Inc. May 2014 - Present
CityR Group December 2013 - February 2014
Parodneck Foundation September 2013 - December 2013
CITIC Securities April 2012 - June 2012
Skills
Financial Analysis, Financial Modeling, Real Estate Financing, Argus Modeling, Asset Management, Real Estate, Commercial Real Estate, Finance, Real Estate Development, Real Estate Economics
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Real Estate Development
Renmin University of China, Business School 2011 — 2013
Master of Science (MS), Financial Management
Renmin University of China, Business School 2007 — 2011
Bachelor of Business Administration (BBA), Real Estate
NI Advisors 2011 - 2013
University of Illinois Foundation January 2011 - April 2011
Industrial and Commercial Bank of China 2009 - 2010
CITIC Securities 2008 - 2009
Citi Bank October 2007 - December 2007
Skills
Valuation, Capital IQ, Research, Excel, Strategic Analysis, Word, PowerPoint, Microsoft Office, Bloomberg, Financial Analysis, DCF, Corporate Finance
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master, Finance
Fudan University 2005 — 2009
Bachelor, Economics
Xuejun high school
Gustavus Adolphus College September 2013 - Present
Gustavus Adolphus College January 2012 - Present
PreferredOne May 2014 - July 2014
Gustavus Modern Languages,Literatures and Cultures Department September 2012 - December 2013
Walter Eucken Institute Freiburg June 2013 - August 2013
Albert-Ludwigs-Universität Freiburg im Breisgau May 2013 - June 2013
CITIC Securities May 2012 - July 2012
Skills
Photoshop, Flash, Wordpress, Intercultural..., Microsoft Office, Python, Corel Draw, Event Planning, Stata, R, Basic CSS
Education
Gustavus Adolphus College 2011 — 2015
Bachelor of Arts, Financial Economics and Political Science
IES European Union Program based in Albert-Ludwigs-Universität 2013 — 2013
International Relations, Economics and Business, Political Science, German
Qingdao No.2 Middle School 2008 — 2011
University of Wisconsin Milwaukee August 2013 - Present
Associated Bank April 2013 - June 2013
Marquette University January 2011 - May 2011
CITIC Securities June 2010 - August 2010
Beijing Jiaotong University June 2008 - August 2008
Beijing Jiaotong University January 2008 - February 2008
Skills
Supply Chain, Valuation, Derivatives, Eviews, Data Analysis, SPSS, Financial Analysis, Quantitative Analytics, Financial Modeling, Access, Microsoft Office, SAS, Decision Modeling, Statistics, Microsoft Excel
Education
University of Wisconsin-Milwaukee
Doctor of Philosophy (PhD), Supply Chain & Operations Management
Marquette University 2009 — 2011
Master of Business Administration (MBA)
Beijing Jiaotong University 2005 — 2009
Bachelor of Engineering (BE), Traffic & Transportation Management
Tudor Investment March 2011 - Present
ISI Group, Inc. January 2009 - March 2011
CEBM June 2007 - December 2008
Citic Securities June 2004 - May 2007
Skills
Emerging Markets
Education
Cornell University 1993 — 1997
Peking University 1984 — 1988
Luca Operation, LLC August 2012 - Present
Revstone Industries, LLC June 2011 - August 2011
IMD Markting & Consulting Co. October 2006 - May 2010
CITIC Securities January 2006 - March 2006
Skills
Financial Modeling, Corporate Finance, Bloomberg Terminal, Equity Derivatives, Microsoft Office, Asset Allocation, Asset Management, Financial Analysis, Economics, Due Diligence, Equity Research, Valuation, Mergers & Acquisitions
Education
Clark University 2010 — 2012
Master, Finance
Tianjin University of Finance and Economics 2002 — 2006
BA, International Finance
NC State University
Beijing Service Bureau for Diplomatic Missions March 2011 - June 2011
CITIC Securities September 2010 - December 2010
Bank of China June 2010 - August 2010
Industrial and Commercial Bank of China January 2010 - February 2010
Education
Capital University of Economics and Business 2007 — 2011
Bachelor of Science (BS), International Finance, 85.9
Ohio University 2009 — 2009
Business, A
Brandeis University
Master of Arts (MA), International Economics and Finance, 3.57
University of Illinois Urbana Champaign Investment Office January 2015 - May 2015
CITIC Securities January 2014 - June 2014
Shanghai Zhifang Real Estate November 2012 - October 2013
Evalueserve June 2011 - October 2012
Patak Trading Partners, LLC August 2010 - September 2010
Skills
Financial Modeling, C++, Primary Research, Monte Carlo Simulation, Option Pricing Models, Black-Scholes, Technical Analysis, Portfolio Management, Excel Modeling
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (M.S.), Financial Engineering
New York University 2010 — 2010
California State University-Northridge 2007 — 2010
Bachelor's degree, Finance
Shanghai Foreign Language School (Pu Dong) 2004 — 2006
High School
The D. E. Shaw Group April 2014 - Present
Citi June 2013 - April 2014
Citi June 2012 - August 2012
CITIC Securities May 2011 - July 2011
Skills
Data Analysis
Education
Duke University 2009 — 2013
Bachelor of Science (BS), Economics & Mathematics, Cum Laude
Mahindra United World College of India 2007 — 2009
Carnival Cruise Line July 2015 - Present
Duke University August 2014 - Present
Duke University May 2014 - Present
Duke University August 2013 - December 2013
Bain & Company April 2013 - June 2013
China Merchants Bank July 2012 - September 2012
CITIC Securities July 2011 - July 2011
Skills
Stata, Microsoft Excel, SAS, SQL, R, Matlab, C++, Microsoft Office, Financial Analysis, English, PowerPoint, Data Analysis, Corporate Finance
Education
Duke University 2013 — 2015
Master of Arts (M.A.), Economics
Zhejiang University 2009 — 2013
Bachelor of Science (B.S.), Economics
Columbia University in the City of New York 2012 — 2012
China Young Development Program, Finance and Consulting
Analysis Group July 2013 - Present
CITIC Securities May 2012 - June 2012
University of North Carolina at Chapel Hill October 2008 - May 2012
Bank of Hangzhou June 2011 - July 2011
China Construction Bank June 2010 - July 2010
Skills
Matlab, Quantitative Analytics, Stata, Microsoft Excel, GAMS, Statistics, SAS, R, SQL, Python, Data Analysis, Valuation, Data Visualization, Economics, Research, VBA
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Finance
University of North Carolina at Chapel Hill 2008 — 2012
BS
The University of Hong Kong 2011 — 2011
Study Abroad
High School Affiliated to Nanjing Normal University 2005 — 2008
High School
Morgan Stanley January 2015 - Present
Morgan Stanley June 2014 - August 2014
Silicon Valley Bank September 2012 - November 2012
CITIC Securities July 2012 - August 2012
Deloitte January 2012 - March 2012
Bank of China (Hong Kong) July 2011 - August 2011
Skills
VBA, C++, Stata, Data Analysis, Quantitative Finance, Microsoft Office, Java, SQL, SAS, Programming, Matlab, Web Development, LaTeX, Python, R, PHP, Bloomberg, Reuters
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Financial Engineering
Peking University 2009 — 2013
Bachelor of Science (B.S.), Computer Science, 3.7/4.0
Peking University 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.8/4.0
Beijing No.8 Middle School 2003 — 2009
HEAVEN-SENT Capital Management Group Co., Ltd June 2015 - July 2015
CITIC Securities June 2014 - July 2014
Deloitte China September 2012 - June 2014
Deloitte China January 2011 - March 2011
Skills
Financial Accounting, Financial Reporting, Microsoft Office, Accounting, Corporate Finance, Matlab, Valuation, Java, R, Risk Management, SQL, SAS, Python, C++, Data Analysis
Education
Columbia University in the City of New York 2015 — 2016
Master of Science in Operations Research
Columbia University in the City of New York 2014 — 2015
Certification of Professional Achievement in Quantitative Studies for Finance, Finance, General, 3.92/4.00
The Ohio State University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance, 3.97/4.00
RBC January 2014 - Present
Dell Canada October 2013 - December 2013
Department of Statistics and Actuarial Sciences, Western University September 2011 - April 2013
CITIC Securities October 2010 - December 2010
MassMutual Financial Group July 2010 - September 2010
Skills
Financial Modeling, Data Analysis, Risk Management, C++, VBA, SQL, Java, R, Microsoft Excel, SAS, Matlab, Mathematics, LaTeX, Economics
Education
The University of Western Ontario 2011 — 2013
Master of Science (M.Sc.), Financial Modeling
Tsinghua University 2008 — 2011
Master of Engineering (M.Eng.), Electronic Engineering
Hefei University of Technology 2004 — 2008
Bachelor of Engineering (B.Eng.), Electronics Engineering
ELT
Societe Generale Corporate and Investment Banking - SG CIB May 2014 - Present
CITIC Securities February 2013 - March 2013
XHTH(X-Asset) Investment Management November 2012 - February 2013
Millward Brown September 2012 - November 2012
Skills
Analytics, Data Analysis, Microsoft Office, Financial Modeling, R, Matlab, VBA, Market Research, Equity Derivatives, Risk Management, Microsoft Excel, C++, Structured Products, Java
Education
Columbia University in the City of New York 2013 — 2014
Master of Science in Operations Research, Financial Services
Tsinghua University 2009 — 2013
Bachelor of Engineering (BEng), Automotive Engineering Technology/Technician
北京十二中
BDO China July 2014 - August 2014
CITIC Securities June 2014 - July 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Accounting
Education
Fordham University 2011 — 2015
Bachelor's degree, Accounting, senior
The Winchendon School 2008 — 2011
High School
Guosen Securities July 2012 - September 2012
CITIC Securities June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Banking, English, Windows, Photoshop, Time Management, Public Speaking
Education
Bentley University 2014 — 2016
Master's Degree, ELMBA, MSF
Brandeis University 2010 — 2014
Bachelor's Degree, Economics
Brandeis University 2010 — 2014
Bachelor's Degree, Business/Commerce, General
Chapel hill-Chauncy hall school 2007 — 2010
High School
MassPRIM July 2015 - Present
BOCI July 2014 - August 2014
CITIC Securities May 2013 - June 2013
Citi July 2012 - August 2012
Bank of East Asia January 2012 - May 2012
Shenyin Wanguo Securities (HK) Ltd August 2011 - October 2011
Skills
SPSS, Bloomberg, VB.NET, Eviews, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Photoshop, Stata, Finance, Financial Analysis, Valuation, VBA, Financial, fina, Financial Modeling, Microsoft Office, Corporate Finance, Research, Matlab, Economics, EViews
Education
Brandeis University 2013 — 2015
Master’s Degree, Finance, 3.93/4.00,Graduate with Distinction
Fudan University 2009 — 2013
Bachelor’s Degree, World Economics, 3.53/4.00
Washington University in St. Louis 2011 — 2011
Exchange, 3.85/4.00
AQR Capital Management April 2015 - Present
Morgan Stanley June 2013 - April 2015
UBS Investment Bank June 2012 - August 2012
CITIC Securities June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, Mandarin, Sales, Trading, Financial Modeling, Financial Analysis, Data Analysis, Valuation, Microsoft Office, PowerPoint, Equities
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Applied Economics and Management
CITIC Securities May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Investment Banking, Bloomberg, Research, Economics
Education
Georgetown University 2012 — 2013
Master of Arts (M.A.), Applied Economics
University of Virginia 2007 — 2011
Bachelor of Arts (B.A.), Economics, East Asian Studies
Orient Securities Asset Management Company Ltd. March 2015 - Present
CITIC Securities July 2012 - August 2012
China Minsheng Banking Corp.ltd July 2010 - August 2010
Skills
VBA, Matlab, SAS, SQL, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science in Quantitative Finance, Finance
Shanghai Jiao Tong University 2009 — 2013
Bachelor of Finance, Finance
Columbia University in the City of New York 2011 — 2011
Summer Session Program, Finance
Barclays February 2015 - Present
CITIC Securities June 2014 - August 2014
University of Delaware January 2013 - June 2014
HSBC July 2011 - July 2011
Sinoma Science & Technology Co., Ltd. July 2010 - June 2011
Skills
ERP, Research, Windows, R, Microsoft Excel, SQL, MS Project, Access, Management, SPSS, Social Media
Education
University of Delaware 2011 — 2014
MBA & MS Information Systems & Technology Management
Beijing University of Chemical Technology 2006 — 2010
Bachelor of Engineering (B.E.), Polymer/Plastics Engineering
CITIC Securities Company Limited March 2015 - Present
CITIC Securities July 2014 - September 2014
Skills
Financial Engineering, Matlab, R, Quantitative Analytics, C++, Risk Management, C, Stata, Analysis, Economics
Education
University of Michigan 2013 — 2015
Master of Science (M.S.), Financial Engineering
Peking University 2011 — 2013
Bachelor of Arts (B.A.), Economics
Beijing Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Aerospace Engineering and Mechanics
University of California, Berkeley, Haas School of Business 2012 — 2012
Exchange student, Marketing and Business Decisions
Morgan Stanley January 2015 - Present
Morgan Stanley June 2014 - August 2014
CITIC Securities March 2013 - May 2013
Skills
Quantitative Finance, LaTeX, Statistics, R, Matlab, C++, Microsoft Office, VBA, Probability Theory, Mathematics, Java, C, SQL, Python, Teamwork, Time Series Analysis, Mathematica, Probability
Education
Columbia University in the City of New York 2013 — 2014
MS, Financial Engineering
Peking University 2009 — 2013
BS, Statistics (Yuanpei College); BA, Economics (CCER)
National Chengchi University
Exchange Student, Mathematics
China International Capital Corporation December 2014 - December 2014
CITIC Securities April 2014 - December 2014
Munich Re July 2013 - August 2013
Skills
Microsoft Office, Financial Modeling, Data Analysis, Matlab, C++, R, SQL, Eviews, SPSS, VBA
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Operations Research
Central University of Finance and Economics 2011 — 2015
Bachelor of Science (B.S.), Financial Engineering, 3.86/4.0
University of California, Los Angeles 2014 — 2014
Summer Session
CITIC Securities July 2013 - August 2013
Hongyuan Securities October 2012 - April 2013
Skills
Data Analysis, Financial Analysis, Financial Modeling, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Global Finance, Master's Degree
Central University of Finance and Economics 2009 — 2013
Public Finance, Bachelor of economics