Resume
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Resume

JEFFREY LI

EDUCATION
New York University, New York, NY
Bachelor of Arts in Mathematics/Economics � Graduated January 2018, GPA � 3.33 2014-2018
Minors: Web Programming and Applications
Honors: Presidential Honors Scholar, 2014-2015; Bentson Family Scholar, 2014-2018
Stern Courses: Foundations of Finance, Corporate Finance, Principles of Securities Trading, Risk Management in Financial Institutions, Alternative Investments
CAS Courses: Mathematics of Finance, Math Modeling, Money and Banking, Risk and Fluctuations in Financial Markets, Market Structure and Performance, Econometrics, Analytical Statistics, Probability & Statistics, Honors Calculus I & II

Cherry Creek High School, Greenwood Village, CO
Standardized Test Scores: SAT 2280; ACT 35 2010-2014
Honors: National Merit Finalist, 2014; National AP Scholar, 2013-2014; National Honor Society, 2013-2014

RELATED EXPERIENCE
FDM Group, New York, NY
Trainee Consultant February 2018 � Present
� Trained in IT and Business skills for financial institutions, particularly in the areas of Risk, Regulation, and Compliance
� Learned in detail about risk management and mitigation, regulatory agencies, and compliance of FIs to regulatory standards

Dimension Development, Centennial, CO
Auditor May 2017 � July 2017
� Balanced establishment account financials, making sure no outstanding or suspicious amounts were unaccounted for
� Analyzed departmental records and transactions, ensuring that account charges and payments were in equilibrium

Label Co, New York, NY
Business Analyst Intern January 2017 � May 2017
� Conducted trend analysis, looking for patterns and signals to determine the most efficient processes to meet business needs
� Extracted sales data from S------------/D------------ and imported them into spreadsheets for project managers

BI Incorporated, Denver, CO
Client Service Specialist June 2016 - August 2016
�Operated the main client database, processing information about the company's payable accounts
�Provided client services for the company, handling administrative affairs and interacting with 50+ clients on a daily basis

Bank of China Shenzhen Branch, Shenzhen, China
Mortgage Securitization Department Intern May 2015 � July 2015
� Departmental work consisted of handling securities composed of collateral, such as homes and vehicles, to be loaned out
� Processed portfolio packages of varying sizes, up to 100+ clients in cases, with collateral values of up to 100,000,000 RMB
� Ensured that transactions were up to date with all the correct information, payments fulfilled, and clients accurately listed

ACTIVITIES
Dean�s Honor Service Corps, New York University, NY; 2014 � 2018
� Organization devoted to making New York City a closer community through volunteer tasks that support its habitants
� Monthly meetings twice a month with many events per month, average time commitment of about 15-20 hours per month

Stern Investment Analysis Group, New York University, NY; 2015 � 2018
� Discussed and analyzed current investment trends, ideas, and companies that are doing well in the market
� Practiced mock pitch trials in which members practiced investment methods and techniques in practical scenarios

Stern Finance Society, New York University, NY; 2015 � 2018
� Talked about current topics in finance and the financial market, discussed financial news and events

Mathematical Modeling Club, New York University, NY; 2014 � 2018

SKILLS & INTERESTS
� Able to read and analyze financial statements such as balance sheets, income reports, and cash flow information
� Strong theoretical foundation, critical thinking skills, and problem-solving expertise
� High attention to detail, time management, strong work ethic, good communication skills, and team player
� Java, C#, HTML, CSS, JavaScript, jQuery, PHP, XML, R, MySQL, MongoDB, Microsoft Office
� Swimming, Golf, Art History, Graphic Design