Financial analyst

Published on December 2016 | Categories: Documents | Downloads: 31 | Comments: 0 | Views: 180
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Financial analyst with 0 years experience looking for a Entry-level position.

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ZHAO LI (MITCHELL) 410 South Morgan Street, #426D * Chicago, Illinois 60607* (312) 714-0805 * zl129 [email protected] HIGHLIGHTS OF QUALIFICATIONS * Highly motivated and detail-oriented with excellent teamwork, presentation, da ta analysis, customer service and relationship-building skills. * Bilingual (Chinese, English) with proven ability to translate documents and co mmunicate effectively with cross-cultural groups. * Computer savvy with specific expertise in Minitab, MS Word, MS Excel and vario us office machines. * Student Member of CFA Society of Chicago; CFA Level 1 Candidate. EDUCATION UNIVERSITY OF ILLINOIS AT CHICAGO - Chicago, Illinois Anticipated graduation Aug ust 2011 Pursuing a Master of Business Administration Degree; GPA: 4.0 / 4.0 * Key courses include the following: * Portfolio Analysis - Development of portfolio theory; establishment of portfol io objectives for individuals, corporations, banks, pension and mutual funds and their interrelation with economic environment * Investments - Theory and practice of investment analysis. Topics included are the institutional organization of security markets, and fundamental principles o f asset valuation with application to specific securities * Theory and Structure of Options and Futures Markets - History and institutiona l structure of options and futures markets. Uses of futures and options for arbi trage, speculation and hedging by financial and portfolio managers of domestic a nd multinational organizations HUMBOLDT STATE UNIVERSITY - Arcata, California July 2010 Bachelor of Science Degree in Business Administration; GPA: 3.3 / 4.0 * Worked as a Math Tutor in the Learning Center and effectively assisted student s from diverse cultural backgrounds with complex mathematical concepts. * Served as Member of the Business & Economics Club; activities included managin g sales of a campus food and beverage stand. * Selected as Host of China's Programs for the International Festival, handling all aspects of show coordination and audience interaction. XI'AN INTERNATIONAL STUDIES UNIVERSITY - Xi'an, China July 2010 Bachelor of Arts Degree in English; GPA: 3.3 / 4.0 INTERNSHIP EXPERIENCE CHINA CITIC BANK - Jinan, China May 2010 * Served as assistant to the Customer Manager with responsibility for recommendi ng financial products and ensuring customer satisfaction on behalf of one of the largest commercial banks in China. * Evaluated customer requirements and provided in-depth information on various f inancial products. * Entrusted to assist the Hall Manager when necessary which involved guiding cus tomers through use of online banking tools and directing customers to different sectors. * Demonstrated a highly professional demeanor and positive attitude to foster a strong reputation for the bank and generate new business. * Utilized English language fluency to effectively assist international customer s as well as prepare letters to the U.S. Embassy to fulfill requests. CHINA RAILWAY SHISIJU GROUP CORPORATION - Jinan, China May 2009 - August 2009

* Acquired valuable experience in the Division of Overseas of this state-owned c onstruction company; utilized financial expertise to accurately translate projec ts between English and Chinese. * Clearly articulated international business plans to a diverse audience due to strong cross-cultural skills and business acumen.

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