Business Analyst, Financial Analyst
Sparta Technologies
Total years of experience :13 years, 3 Months
• Participated in start-up projects in the U.S. Responsible for drafting Private Placement Memorandum. Focused on researching and analyzing the business plan, project financial and investing model as well as investing strategy.
• Participated in the pre-sale process to demonstrate trading, accounting and other business intelligent software to investment banks and responsible for answering business inquiries.
• Worked closely with senior investment managers on investment data, e.g. formatting the investments and portfolios, calculating management and performance fees, as well as analyzing performance data and transactions.
• Performed analysis on clients’ investment portfolios, designed several financial models for clients included performance, risk control and pension plan.
• Responsible for monthly reconciliation in equity, fixed income, mutual fund and money market instruments.
• Participated in clarifying business requirements and information from clients, communicating between end users and IT developers and defining the functional specifications to IT team.
• Testing the UAT for the investment and accounting departments. Working as the end user to perform the quality assurance for large investment banks and capitals.
• Worked with the accounting department to create the chart of accounts in the system and map transactions into ledgers.
• Quality control for Capital Market Authority reports and other customized reports, improved performance report and audited performance data.
• Business trainer for end users on different trading and accounting systems.
• Established a private fund DPM for Chinese expats in Saudi Arabia to invest in the Saudi equity market. Responsible for researching and analyzing the local market, created investment portfolio and strategy.
• Teaching assistant in Principles of Macroeconomics and Microeconomics for undergraduate students.
• Tutor for undergraduate from business school in Math, Investment and Financial Report Analysis during 3 semesters.
• Participated in the sales team for marketing new launched mutual funds and achieved the sales target.
• Trained by senior investment trader on the technical trading for the stock index future and A-share stocks.
• Performed analysis on stocks in bank sector.
• Shadowed the manager on the credit analysis for the clients from prestige wealth program.
• Performed several lectures on the CSI Stock Index Future, lecture speaker.
• Awarded Graduate Assistant Scholarship to the value of $30,000 per one academic year. Got 3 Ph. D offers from the top 50 universities in the U.S with scholarship. GPA 3.8 out of 4. GRE score 1410 out of 1600. Leading a studying group with different nationalities during the master program. • Relevant Courses: Financial Analysis, Marco & Microeconomics, Econometrics, Assets Pricing, Financial Reporting Statement Analysis, Financial Accounting, Statistics, Investment. Took C Programming course in the CS department.
• Awarded Outstanding Freshman Medal, Graduation Scholarship. GPA 3.5 among top 10% in the class. • Relevant Courses: Accounting, Finance, Calculus, Financial Engineering, Database Structure.