Young professional who has a passion for finance and capital markets.
Experience in fundamental research in fixed income and equity, portfolio management, data analysis, general management consulting, and financial statements analysis.
Recent graduate of M.S Finance program at Simon Business School, University of Rochester. Received B.S. degrees in Finance and Accounting from Drake University (Summa cum Laude).
Specialties: Quantitative Analysis, Credit Analysis, Corporate Finance, Financial Statements Analysis, Equity Research, Business System Consulting, Options and Futures pricing, Risk Management, Valuation Models, Bloomberg Terminal, Communication.
Programming: kdb+/q language, SAS.
Fluent in Cantonese, Mandarin, and English.
Associate Analyst, Structured Finance Group @ From February 2015 to Present (9 months) Greater New York City AreaStrategy Consultant @ industry research, sales analysis, forecasting, competitive analysis. From January 2014 to February 2015 (1 year 2 months) Greater New York City AreaSummer Investment Analyst, Equity & Fixed Income @ • Assisted equity team with research in various sectors; performed business strategy review, financial analysis, valuation assessment, and provided communications of research and recommendations
• Conducted municipal credit analysis by identifying and analyzing relevant credit factors affecting municipal issuers and developed summary reports on municipal bonds
• Collaborated with marketing team on the firm’s content marketing initiatives and produced marketing materials for presentations to clients and prospects
• Reviewed 70+ 10-Ks of stocks in the firm's portfolios and characterized the percentage of revenues derived from different geographic regions
• Analyzed historical performance of stock market and bond market during periods of rising interest rates; gathered and analyzed data; prepared presentation on investment strategies for different rising interest rates scenarios
• Researched on asset and liability management (ALM) services provided by insurance asset managers and presented on industry's best practice and financial and human resources required
• Conducted research and analysis to identify key characteristics of an LBO candidate and built an Excel screener to detect potential LBO candidates From June 2013 to September 2013 (4 months) West Des Moines, IAConsultant @ Worked in a consulting team to help the client improve their work process by choosing new project management software to support rapid growth.
-Interviewed management and employees from different functional areas.
-Identified inefficiencies in the current work tracking system.
-Scoped the problem and created a list of criteria of new software.
-Talked to software vendors, and short-listed software packages for management's further consideration.
-Presented our recommendation to the client. From March 2013 to May 2013 (3 months) Rochester, New York AreaConsultant, Vision Partnership Project @ Conducted Economic Value Added analysis of the technology startup company's product. From February 2013 to May 2013 (4 months) Rochester, New YorkCo-founder and VP of Finance @ Mission Statement: Our aim is to educate and prepare future global leaders for careers in emerging markets.
My main responsibilities include:
-manage relationships with Students Services, Graduate Business Council, and outside experts.
-invite speakers, organize events and promote for club events among students, faculty and larger community.
-manage the club’s money, both its collection and disbursement.
-collect member dues, prepare and monitor the budget and maintain accurate financial records. From September 2012 to May 2013 (9 months) Treasurer @ -Oversaw all monetary transactions for the Association’s various initiatives.
-Managed the annual budget and provided budget reports to the University Student Senate on a regular basis. From April 2011 to May 2012 (1 year 2 months) Business Advisory Intern @ • Identified inefficiencies in the financial reporting system of a client in the logistics industry; analyzed and pitched detailed recommendations which would increase operating efficiency and decrease costs.
• Worked with auditors to verify financial statements and disclosures prior to a potential IPO.
• Prepared monthly financial statements and analysis reports to assess the firm’s financial standing, gain insight and drive strategic planning.
• Participated in a task force to advise a client on market entry and compliance issues with the local legislation, which had helped the client avoid harsh penalties from government.
• Updated the legal database with the registration of foreign companies and representatives.
• Prepared documentation needed for the application of alien employment permits and filed the documents to the authority. From June 2011 to August 2011 (3 months) Shenzhen,China
Master's degree, Finance, General, Dean's List @ University of Rochester - William E. Simon Graduate School of Business Administration From 2012 to 2013 Bachelor of Science, Finance and Accounting, 3.95 @ Drake University From 2010 to 2012 Bachelor of Science (B.S.), Finance, Law @ Southwest University of Political Science and Law From 2008 to 2010 Shenzhen HighShenzhen High Qichao Huang is skilled in: Finance, Investments, Financial Reporting, Financial Analysis, Analysis, Financial Services, Corporate Finance, Equities, Portfolio Management, Risk Management, Capital Markets, Financial Modeling, Accounting, Valuation, Asset Managment, Leadership, Banking, Auditing, Financial Accounting, Portfolio Performance..., Investment Banking, Teamwork, Fixed Income, Management Consulting, Business Valuation, Alternative Investments, Asset Management, Equity Research, Financial Statements, Hedge Funds, Microsoft Excel, PowerPoint, Bloomberg