Di Zheng Resume
EDUCATION
Pacific Lutheran University Tacoma, WA
Master of Science in Finance 2015 – 2016
• CFA Level II Candidate
• GPA 3.93/ 4.0
• Phi Kappa Phi Honor Society
• Dean’s MSF Excellence Graduate Scholarship
• Courses included:
Economics for Finance, Financial Econometrics, Foundations of Finance, Financial Accounting: Reporting and Analysis, Financial Markets, Mathematical and Stochastic Foundations for Finance, Valuation (DCF modeling), Fixed Income, Derivatives, Alternatives, Portfolio Theory and Management (Monte Carlo modeling), Advanced Corporate Finance, Risk Management, Capstone
Bellevue College Bellevue, WA
Database Analyst Certificate 2017 – 2018
• GPA: 3.87/4.0
• Chinese Student Association Secretary
• Courses include:
Business Spreadsheet Analysis & Design, SQL Fundamentals, SQL & Relational Database Programming, Database Reporting, Database Theory, Introduction to Programming (C#), Introduction to C++ Programming, Fundamental Computer Science for Engineers I & II (java)
China Agriculture University Beijing, China
Bachelor of Economics in International Economics and Trade 2011 – 2015
EXPERIENCE
Hong Xin Financial Company Chengdu, China
Intern Jan 2018 – Feb 2018
• Analyzed retail sector in China to determine economic trends, specifically looking at the development of increased online retail marketplaces and e-commerce companies re-entering retail markets such as grocery stores for further growth
• Developed and organized quarterly sales data for different products and customers using Excel VLOOKUP
• Organized large amount of data using Pivot Table
• Visualized data by creating statistic chart for comparison and analysis
• Supported analysts with closing annual reports on investment performance and sales records
Bellevue College Academic Success Center Bellevue, WA
Math Tutor Jan 2017 – June 2018
• Worked directly with college students on math problems including Calculus, Applied Statistics, Business Calculus, and Economics
• Demonstrated team skills by working alongside other math tutors on difficult applied math problems and knowing when to ask for help
• Identified different students’ learning habits and used different ways and pace to help them
• Self-learning, reviewed and practiced difficult problems to summarize and simplify the methods for students
PLU MSF Investment Fund Tacoma, WA
Analyst 2015 – 2016
• Valued stocks to provide a recommendation of buy, sell, hold, or watch.
• Used R programming to run regression analysis on equity securities to get Beta
• Used Excel to build DCF models, based on their 10-k accounting statements and data from Morningstar and Reuters.
Ping An Insurance Company Beijing, China
Intern Jan 2015
• Contacted new customers to explain procedures to complete insurance issuance process
• Provided customer service and explanations for ongoing claims decisions from corporate office
ADDITIONAL SKILLS
Technical Skills: Excel, SQL, Power BI, Tableau, Microsoft Office, Crystal, Java, C++, C#, R programming, and Morningstar Direct
Languages: Fluent in English and Mandarin Chinese
EDUCATION
Pacific Lutheran University Tacoma, WA
Master of Science in Finance 2015 – 2016
• CFA Level II Candidate
• GPA 3.93/ 4.0
• Phi Kappa Phi Honor Society
• Dean’s MSF Excellence Graduate Scholarship
• Courses included:
Economics for Finance, Financial Econometrics, Foundations of Finance, Financial Accounting: Reporting and Analysis, Financial Markets, Mathematical and Stochastic Foundations for Finance, Valuation (DCF modeling), Fixed Income, Derivatives, Alternatives, Portfolio Theory and Management (Monte Carlo modeling), Advanced Corporate Finance, Risk Management, Capstone
Bellevue College Bellevue, WA
Database Analyst Certificate 2017 – 2018
• GPA: 3.87/4.0
• Chinese Student Association Secretary
• Courses include:
Business Spreadsheet Analysis & Design, SQL Fundamentals, SQL & Relational Database Programming, Database Reporting, Database Theory, Introduction to Programming (C#), Introduction to C++ Programming, Fundamental Computer Science for Engineers I & II (java)
China Agriculture University Beijing, China
Bachelor of Economics in International Economics and Trade 2011 – 2015
EXPERIENCE
Hong Xin Financial Company Chengdu, China
Intern Jan 2018 – Feb 2018
• Analyzed retail sector in China to determine economic trends, specifically looking at the development of increased online retail marketplaces and e-commerce companies re-entering retail markets such as grocery stores for further growth
• Developed and organized quarterly sales data for different products and customers using Excel VLOOKUP
• Organized large amount of data using Pivot Table
• Visualized data by creating statistic chart for comparison and analysis
• Supported analysts with closing annual reports on investment performance and sales records
Bellevue College Academic Success Center Bellevue, WA
Math Tutor Jan 2017 – June 2018
• Worked directly with college students on math problems including Calculus, Applied Statistics, Business Calculus, and Economics
• Demonstrated team skills by working alongside other math tutors on difficult applied math problems and knowing when to ask for help
• Identified different students’ learning habits and used different ways and pace to help them
• Self-learning, reviewed and practiced difficult problems to summarize and simplify the methods for students
PLU MSF Investment Fund Tacoma, WA
Analyst 2015 – 2016
• Valued stocks to provide a recommendation of buy, sell, hold, or watch.
• Used R programming to run regression analysis on equity securities to get Beta
• Used Excel to build DCF models, based on their 10-k accounting statements and data from Morningstar and Reuters.
Ping An Insurance Company Beijing, China
Intern Jan 2015
• Contacted new customers to explain procedures to complete insurance issuance process
• Provided customer service and explanations for ongoing claims decisions from corporate office
ADDITIONAL SKILLS
Technical Skills: Excel, SQL, Power BI, Tableau, Microsoft Office, Crystal, Java, C++, C#, R programming, and Morningstar Direct
Languages: Fluent in English and Mandarin Chinese