Experience

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  C2 Education

  • Director

    • Mar 2019 - Present

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  Morgan Stanley

  • Baltimore, Maryland Area

  • Fixed Income Derivatives Operations Analyst

    • May 2018 - Mar 2019
    • Baltimore, Maryland Area

    • Controlled risk and prevented economic loss on OTC derivatives (swap, option, forward, binary etc.) trades by matching bookings between sales and trading desks• Developed template and training material for new products such as Equity Linked interest rate derivatives• Ensured economic details and legal language in confirmation in line with ISDA definitions and market standards• Advised on queries and approved confirmation documents for structured products handled by outsourced company

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  Transamerica Financial Advisors, Inc. Transamerica Financial Group Division

  • McLean, VA

  • Economic and Financial Analyst Training Associate

    • Aug 2017 - Oct 2017
    • McLean, VA

    • Applied Excel (VLOOKUP, Pivot Table) in calculating insurance premium, monthly payment, cash value, and net risk, visualized asset allocation based on client's risk tolerance and investment incentives • Compared risk and return across investment strategies, collected and analyzed data about discount rate, ROI, maximum drawdown, management fees etc. to customize portfolio of funds or market indexes for investors• Reconciled data and cross-checked accuracy of monthly cash settlement between underwriter and investor

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  31st Capital Group LLC

  • Virginia, United States

  • Private Equity Associate

    • Mar 2017 - Jul 2017
    • Virginia, United States

    ABOUT COMPANY31st Capital LLC. was founded by entrepreneur David Stevens. The fund targets acquisition and managment of business in the following industries: Healthcare, Managed IT Services, Aerospace & Defense, Advertising Services, and Lab/Testing Services. COMPETENCES• Completed due diligence for healthcare and pharmaceutical industry, summarized niche market and return models• Sourced over 200 companies using business database and screened out acquisition targets within criteria• Initiated negotiation with owners of target companies and business brokers, evaluated profitability, dug into repeatability and potential risks of business models• Evaluated and vetted over 30 acquisition targets by discounted cash flow and multiples models, and ratio analysis• Collaborated with fund manager to compiled pro forma analysis and investor pitch, presented investment strategy and received over 3 million commitments

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  Michael Page

  • Guangzhou, Guangdong, China

  • Associate Consultant

    • Oct 2015 - Apr 2016
    • Guangzhou, Guangdong, China

    ABOUT COMPANYMichael Page International is regarded as world class leading recruitment consultancy at the professional and management level. It operates through 152 offices in 32 countries and more than 5,000 employees worldwide.COMPETENCES• Consulted for corporate finance positions, advised clients on management solutions and welfare plans, closed deals worth 20,000 USD• Collected data and led industrial researches on real estate, banks, and FMCG industries in Guangzhou• Assisted in organizing monthly financial executive seminars, cooperated with ACCA to host guest sharing

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  China CITIC Bank International Limited

  • Guangzhou, Guangdong, China

  • Credit Risk Intern

    • Jun 2015 - Oct 2015
    • Guangzhou, Guangdong, China

    ABOUT COMPANYChina CITIC Bank is China’s seventh-largest lender in terms of total assets. Established in 1987, it is a nationally comprehensive and internationally oriented commercial bank. The bank operates in more than 130 countries, and maintains a strong foothold on the mainland banking industry.COMPETENCES• Conducted data collection, credit approval and risk control for 60+ individual clients• Analyzed financial statements of credit card products over the past 20 years, formulated sales plan• Designed and implemented campaigns to attract new investors, advised clients on investment portfolio