Position:
Portfolio Mgmt Financial Analyst at Southwest securities
Location:
Greater Philadelphia Area
Work:
Southwest securities
- Beijing, China since Nov 2011
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Portfolio Mgmt Financial Analyst
Eleanor Chen CPA, P.C.
Feb 2008 - Apr 2009
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Assistant Accountant
GSK
Sep 2008 - Dec 2008
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Business Consulting Project
China Merchants Bank
Jan 2007 - Jun 2007
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Investment/Financial Intern
China Merchants Securities Co., Ltd.
Sep 2006 - Dec 2006
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Investment/Risk Intern
Agricultural bank of China
Dec 2004 - Jul 2006
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Asset Management & Accounting Intern
Education:
Temple University 2007 - 2009
MS, Finance
Temple University - Fox School of Business and Management 2007 - 2008
Interests:
● Strong technical knowledge of operating system, data analysis, and financial modeling
Tools: Microsoft Office Suite(Access), VB, Matlab, SPSS, E-Views
● Personal equity portfolio: Earned an annual return of 78% from capital appreciation
● Language: Chinese (Mandarin)-Native, English-Fluent, Japanese-Basic
● Flexible, energetic; enjoy managing my personal securities portfolio, traveling, dance and wine.