Sample Resume Template for Wall Street Immersion Program PDF

Title Sample Resume Template for Wall Street Immersion Program
Author Kimberly Cao
Course Foundations of College Mathematics
Institution Western Governors University
Pages 1
File Size 110.3 KB
File Type PDF
Total Downloads 41
Total Views 138

Summary

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Description

Jxxxxx Zhao 189 xxx St, Apt xx, New York, NY 10018 [email protected] +1(xxx) 622.xxx LinkedIn URL EDUCATION New England University Bachelor of Science in Financial Risk Engineering 2018  GPA: 3.8/4.0.  President of the Finance and Investments Club. Awarded $20,000 merit scholarship  Coursework includes: (Mention a few relevant classes in case you do have space in your resume) Wall Street Immersion Program Intensive 2-day classroom-based financial modeling and valuation training program  Performed company valuations utilizing comparable company and discounted cash flow valuation analysis  Built a fully-integrated three statement financial model with the ability to do data tables for sensitivity analysis

New York, NY May 2016 – May

New York, NY September 2018

EXPERIENCE XXX New York City, NY Consultant in Enterprise Risk Services Summer 2016  Performed business and financial analysis on securitization transactions, including financial due diligence, business valuation, capital structure, cash flow modeling and associated documentation reviews  Engaged in a wide array of activities that include structuring, underwriting, and trading collateralized securities, in the full range of asset-backed, residential mortgage-backed, commercial-backed and collateralized debt obligation securities  Handled large medical, stock, sales, HR and financial data sets to identify potential risk in financial statements in support of the financial audit of large public clients in different industries, with industry proficiency in financial services  Performed data analytics, data cleansing, data validation and data preparation that focus on risk management for consulting, internal and external audit engagements XXX New York City, NY Wealth Management Intern June – August 2014  Worked directly for Branch Manager assisting day-to-day operations of the financial planning practice  Assisted advisors in the research of securities and portfolio evaluation, using MorningStar advisor workstation & Standard & Poor’s stock research reports  Serviced clients by updating files, marketing, analyzing portfolios, designing and helping with new client presentations and preparing annual reviews XXX New York City, NY Research & Analysis Intern July – August 2013  Assisted a New York University professor in writing his research thesis “ “  Built comparable company, precedent transaction, and DCF models to be used for corporate and university training program XXX Bank XXX, China Private Wealth Management Intern January – April 2012  Presented bi-weekly updates on equity and fixed income markets to investment advisors and wealth management team  Interacted with high net worth individuals to introduce wealth management service, attaining 6 new client accounts  Constructed investment reports based on client’s liquidity position, risk tolerance and investment horizon XXX XXX, China Corporate Banking Intern June – August 2011  Developed company profiles including summary financial analysis, management overview, industry profile and risk factors on leading Chinese companies listed on the Shenzhen Stock Exchange  Made new business development presentations highlighting the strengths of the bank and its products and services including lending capabilities, foreign exchange, interest rate hedging, letters of credit and cross border expertise SKILLS, INTERESTS AND ADDITIONAL INFORMATION  Computer Skills: Proficient in C++, Stata, SAS, Matlab, Collateral Analysis System, Advanced Excel, Microsoft Office  Languages: Native Chinese Mandarin speaker; Professional working proficiency in English  Volunteer Work:  Sports:  Interests: music, skating, scuba diving, bartending...


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