May Huang

Securities and Financial Analyst at Benefit Financial Services Group (BFSG)
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Contact Information
us****@****om
(386) 825-5501
Location
Irvine, California, United States, US

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Credentials

  • CFA Level III Candidate
    CFA Institute
  • China Accreditation Test for Translators and Interpreters
    Ministry of Human Resources of China

Experience

  • Benefit Financial Services Group (BFSG)
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Securities and Financial Analyst
      • Nov 2021 - Present

      Here, I was involved in intensive research to gain insights into different industry and business scenarios, enriching the investment evaluation process and contributing to well-informed investment decisions. In the absence of my coworker, I managed and diversified trades for a short period, enhancing financial planning using advanced valuation techniques. My responsibilities entailed constantly tracking and interpreting global financial landscapes and stock market trends, and facilitating the provision of accurate and timely financial advice. I capitalized on my strong analytical skills and financial knowledge to progress from an intern to a full-time Securities and Financial Analyst. Some of my key accomplishments include: - Uncovered and assessed promising investment avenues through extensive analysis of different industry stocks using annual financial statements, interim financial statements, and proxy statements. - Utilized financial methodologies, such as Graham Valuation Model, DCF, and DDM, for precise stock valuation, thereby improving the investment safety net. - Devised insightful investment strategies by manipulating large datasets using different tools for financial analysis. Show less

  • Benefit Financial Services Group (BFSG)
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Securities and Financial Analyst Intern
      • May 2020 - May 2021

      Here, I engaged in in-depth financial analysis and rigorous risk management, while fostering positive client relationships. I consistently stayed abreast of global financial trends to ensure providing relevant advice. By proactively spotting potential investment prospects and navigating market fluctuations, I ensured prudent financial advice and business continuity. Some of the key accomplishments during my internship included: - Achieved a holistic understanding of various industries and businesses, enabling enriched investment evaluations. Bolstered client portfolios by recommending diverse investment options after conducting detailed stock analysis. - Assisted in promoting company services to prospective clients, contributing to an increase in our customer base and potential revenue. - Exercised caution in avoiding dubious stock investments, thereby protecting the company's financial assets. -Delivered detailed financial performance reports, including microeconomic forecasts, providing an informed view of key economic parameters. Key Skills: Financial Analysis, Portfolio Diversification, Risk Management, Client Engagement, and Business Development. Show less

  • SZ MEDIA GROUP
    • Guangdong, China
    • Executive Producer of International News
      • 2004 - 2018

      My key contribution was driving outreach to prominent academics and researchers, and securing interviews and collaborations that enhanced content quality and credibility. My excellence in news production was acknowledged with a few prestigious provincial awards. Key Skills: Workflow Optimization, Stakeholder Engagement, Budget Management, Content Development, Team Leadership. Some of the key accomplishments included: - Implemented effective resource allocation strategies for travel and operational expenses, demonstrating proficiency in budget management. - Expanded program content by organizing interviews and translations for international segments, contributing to a dynamic and high-performing team. Key Skills: Workflow Optimization, Stakeholder Engagement, Budget Management, Content Development, Team Leadership. Show less

  • Southwest University
    • China
    • Higher Education
    • 200 - 300 Employee
    • English Language Teacher
      • 2002 - 2004

      Here, I crafted strategic lesson plans and utilized cross-cultural communication techniques to enrich the learning experience. I demonstrated adeptness at managing diverse learning requirements in a class of thirty students. Key achievements included adopting an efficient grading system by accurately evaluating student performance through various key performance indicators. Key Skills: Lesson Planning, Cross-Cultural Communication, Student Performance Assessment. Here, I crafted strategic lesson plans and utilized cross-cultural communication techniques to enrich the learning experience. I demonstrated adeptness at managing diverse learning requirements in a class of thirty students. Key achievements included adopting an efficient grading system by accurately evaluating student performance through various key performance indicators. Key Skills: Lesson Planning, Cross-Cultural Communication, Student Performance Assessment.

Education

  • UCLA Extension
    Certificate, Accounting and Finance
    2018 - 2020
  • Xiamen University
    Master of Business Administration - MBA, Finance, General
    2012 - 2016
  • University of Strathclyde
    Master of Science - MS, Advanced Professional Studies
    2001 - 2002
  • Southwest University
    Bachelor of Arts - BA, English Language and Literature, General
    1997 - 2001

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