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RssAn portfolio analystics analyst who had prior experience in investment banking Financial Institutions sector

Looking for finance/project management/consulting jobs in industry that can utilize my past experience in finance. I am also open to Non-profit and start-up opportunities.

Financial Analyst

New York, NY

About Me


Accounting & Finance


Financial Analyst

Ideal Companies:

google, Disney

Education level:


Will Relocate:



New York, NY

Work Experiences

9/2008 - Present


Entry Level

  • • Analyzed market exposure for a multi-billion dollar insurance client under different benchmark scenarios, which was subsequently presented to client’s Board of Directors for strategic restructuring decisions • Responsible for daily delivery of portfolio analytics and reports for insurance clients (approximately $400bn assets under management); perform ad-hoc analysis on structured products to help clients better monitor portfolio risk • Created a Mortgage Cash Flow Generator using Excel and VBA that computes risk metrics with user interface, which won the best project among all new analysts • Wrote Unix/PERL scripts to improve and automate processes used for computing risk analytics and generating client deliverables

7/2007 - 8/2008

UBS Investment Bank

Entry Level

  • • Researched and analyzed industry landscape for US P&C Insurance, Annuities, 403(b) and Lloyd’s markets • Update and maintain trading and transaction comparables for both US and international insurance companies • Performed valuation of companies; techniques include DCF, comparable company, precedent transaction, and accretion/dilution analysis • Collaborated with Asian and European team to advise international buyers and sellers in Asset Management and Insurance sectors; currently working on one sell-side and one buy-side projects • Helped clients in Insurance, Specialty Finance and Financial Technology sectors to raise a total of $5.1bn of capital, including one block trade/ASR, equity follow-on offering, the first Cat bond executed by UBS, and five other preferred/senior debt offerings • Volunteer actively for Cornell Recruiting Team: received the title of “Recruiting Hero” from HR

5/2006 - 8/2006

Banc of America Securities

Entry Level

  • •Developed and maintained earnings models for Euronext, Deutsche Börse and Hong Kong Stock Exchange to assist lead analyst in making investment recommendations •Created daily, monthly, and yearly volume databases to track revenue projections for all three exchanges •Anchored sections of initiation reports including exchange overviews, business line descriptions and outlook to add key components to analyst’s research reports

6/2005 - 7/2005

Shin Ming Daily

Entry Level

  • •Interviewed people from various backgrounds; published 110 news articles; and made three into TV news •Reported on press conference in celebration of London’s winning bid to host the 2012 Olympic Games •Interviewed Singapore’s Minister of Trade and Finance and Mayor of China’s Liangning Province •Reported news live from Nicole Highway and Ayre Raja Construction collapse scenes

4/2004 - 6/2004

Lian He Evening Post

Entry Level

  • •Interviewed people from various backgrounds; published 70 news articles; and made 2 into TV news •Reported news live from Nicole Highway and Ayre Raja Construction collapse scenes



Bachelor Degree

Cornell University

  • Operation Research and Information Engineering