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College Application - Major Selection 留學咨詢 - 專業介紹

选校 美國/香港/加拿大/新加坡
  • 课程简述: 介紹大學各類專業與此後研究生申請、實習申請、H1B申請的關係,以及大學後轉換專業情況,根據candidate實力和興趣選擇合適的申請專業。
  • 适用用户: College Applicant

根據candidate的水平和興趣,選定10-20所美國/香港/加拿大/新加坡的safe/match/target school,並制定申請時間表和申請策略。

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选校 美國/香港/加拿大/新加坡
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U.S. Internship Application - Finance 美國金融類實習申請

求职 金融 实习 美国
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College Application - Interview 留學咨詢 - 面試指導

面试
  • 课程简述: 提供大學申請面試指導
  • 适用用户: College Applicant

自我介绍

自我介绍

教育经历

教育

University of California - Los Angeles

Bachelor Mathematics/Economics
~

经历

Equity Research Intern

ChineseInvestors.com
~

• Conducted industry and company research on macro economy and 10+ companies on a daily basis and updated such information on ChineseInvestors.com; all articles received 10,000+ views

• Applied technical analysis, such as swing trend strategies, on technical indicators and oscillators to identify buy/sell signals to provide entry/exit recommendations for 5+ stocks every day

• Performed due diligence and fundamental financial analysis including financial report analysis and qualitative analysis for the above-mentioned companies to supplement trading ideas

• Produced presentation materials in PowerPoint and videos with junior analysts for weekly stock trading courses 

• Served as English-Mandarin translator for Chinese clients in conference calls over M&A and partnership etc.


Analyst

Bruin Value Investing
~

• Received comprehensive training in intermediate accounting, financial analysis, company valuations, financial modeling, pitch decks preparation and presentation, and advanced Excel

• Conducted DCF analysis and Public Comparable Analysis on the railcar leasing sector of Trinity Industry to assist BVI associates to prepare stock pitches and present to industry professionals

• Provided advices on debt restructuring and leveraged buyout cases in Holihan Lokey Financial Restructuring Case Competition, Credit Suisse LBO Case Competition, and Citi Investment Banking Case Competition

Financial Analyst Intern

Pearl Fund
~

• Collected and summarized the press coverage, commentaries and editorials on 20+ companies on a daily basis; analyzed such information qualitatively and presented in a daily report

• Supplemented target-company database with key financials, industry updates and contact information

• Prepared presentation slides and handouts on target companies using Microsoft Word and PowerPoint with senior analysts; designed a refined PowerPoint template that was later adopted by the company

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