resume - Robert H. Smith School of Business

Dana(Xiaodi) Wang
8201, 16TH ST, Apt. 924 Silver Spring, MD, 20910 202.509.5948 [email protected]
EDUCATION
Robert H. Smith School of Business, University of Maryland, College Park, MD
May 2015
Master of Finance (MFin)
Academic: GPA 3.6/4.0, developed in-depth knowledge in corporate finance and Excel skills through case studies.
Jilin University, Jilin Province, China
2013
Bachelor of Science in Management, Applied Finance
Academic: GPA: 3.5/4.0, Top 5%, comprehended key concepts in risk management, corporate finance and investment.
Honors: Won the second class scholarship; selected as the top 10 student leaders in University Student Union of 2012.
Leadership: Led the Warm Winter Drama Club win University Outstanding Club of 2012; organized the Campus Donation
activity in 7 universities for Yushu earthquake disaster area, and raised materials and goods worth 85000 RMB.
EXPERIENCE
Capitalist Investment, LLC— an independent branch office for Raymond James, Severna Park, MD
2014
Financial Analyst (3 months)
Built aggressive and conservative models for 401k plan and generated snapshot reports for personal meeting presentation.
Updated current asset allocation models by analyzing fund performance based on various degrees of risk as well as current
macro-economic trends, leading two clients’ account to a 4.7% increase of monthly return.
Rebalanced client’s portfolio to realign with their risk preference, time horizon and cash withdraws utilizing Excel.
Performed due diligence researches including over 130 portfolio performance reports and relative news using Morningstar
office, Bloomberg teminal and the Raymond James database.
Global Equity Fund, College Park, MD
2014
A $500,000 University Endowment Fund managed by 15 MBA/MS students from R.H Smith School
Equity Analyst (2014.5 to present)
Analyzed equities by industry analysis, DCF and multiples analysis. Presented the stock pitch to the team using PowerPoi
-nt. Performed peer valuation for team members’ stock pitches, argued and voted whether or not should we invest the stock.
Implemented the momentum model to predict the movement of stocks and other securities.
Developed an optimizer containing XIV, DBC, DBV, SPY and LAG indices to decide the most efficient weight allocation
on stocks, bonds, commodities ETFs and currency ETFs.
Central China Securities, Zhengzhou, China
2013
Research Intern (3 months)
Analyzed the fundamentals of 7 companies by identifying investment opportunities and conducting financial analysis.
Built forecast models to predict the trend and operating performance of portfolio companies and make investment advices.
Developed all kinds of financial analyses, including spreadsheet models, relative analysis, DCF and real option valuation.
Researched the business environment and investment potential of emergen market in South Asia.
Everbright Bank, Changchun, China
Business Intern (2 months)
2012
Contacted with client firms and individual clients by emails or phone calls to generate customer needs reports, resulting a
23% increase in customer feedback. Presented “How to improve clients service” at one of the weekly meetings.
Conducted various researches mainly aiming at current consumer credit service and opportunities to develop new services.
Created firm’s first-ever clients file, updating records for more than 1000 customers.
ADDITIONAL INFORMATION
Languages: Fluent in English and Chinese
Technical Skills: CFA Level I Candidate, Bloomberg Cetificate, Eviews, Matlab
Publications: Small to Medium Sized Enterprise Banking Habits and Risk Management in Business Loans of Chinese
Banks, published in China Journal of Finance and Trade

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