Donald Jobs

service@qiaobutang.com

QQ: 2365213431

(+86) 138-0013-8000

Skype: qiaobujianli

Objective: Securities and Investment Analyst 

EDUCATION

The Johns Hopkins University

Baltimore, MD

Bachelor of Arts in Economics, Minor in Entrepreneurship & Management

 May 2013

Overall GPA: 3.8 SAT M:720 V:750 W:700

Relevant Courses: Econometrics, International Monetary Economics, Economic Forecasting, Statistical Analysis, Financial Markets & Institutions, Corporate Finance, Applied Economics & Finance, Real Estate Finance, Financial Economics, Managerial Economics & Business Strategy, Quantitative Research Practicum, Futures Market Research, Financial Statement Analysis

EXPERIENCE

Wachovia Securities

Marlton, NJ

Summer Management & Marketing Analyst Intern

June - August 2012

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Prospected potential clients with a minimum of $10 Million in annually invested assets culminating in a Tax-Free Investing seminar attended by 40 potential clients

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Evaluated client portfolios relative to their investment objectives and risk tolerances using Goldman Sachs X-Ray software

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Created comprehensive retirement plans for current and potential clients using Wachovia’s Envision Program

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Initiated the branch’s transition from paper statements to E-statements saving the branch $90,000 annually

Morgan Stanley

Mt. Laurel, NJ

Marketing and Sales Intern

June - August 2011

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Researched potential client information to widen group’s client base

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Conducted research for existing clients by using Smith Barney’s updated software applications

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Organized, marketed and directed a retirement investment seminar for 75 potential clients

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Attended an Exchange Traded Funds seminar sponsored by Barclays, PowerShares, and Vanguard to improve and broaden firm’s client services

Legg Mason Capital Management

Baltimore, MD

Equity Research Intern

August 2009 - May 2010

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Increased research coverage of Private Placements investments valued at $200M by +15%

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Valued Ralph Lauren equity in original research report using DCF and EVA methods

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Reconciled Legg Mason share price estimates for private companies to those of sell-side analysts

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Analyzed company fundamentals and modeled future cash flows for senior research analysts

LEADERSHIP & COMMUNITY SERVICE

Marshal L. Salant Student Investment Team

Baltimore, MD

Co-Chair

Fall 2011 - present

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Co-manage an endowment of $140k with profits providing scholarship funds

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Apply valuation techniques in the research and investment decision making process including discounted cash flows and key ratio comparisons within sectors

Johns Hopkins Organization for Finance and Investment

President

August 2009 - present

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Promote financial awareness and investment skills to student body through educational events

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Collaborate with students, faculty, staff, and alumni to bring 4 speakers a year to campus

Pen Lucy Youth Partnership

Baltimore, MD

Mentor & Tutor

October 2009 - May 2010

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Tutored young, underprivileged students in Mathematics and English

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Organized activities and games to promote and emphasize teamwork

COMPUTER SKILLS

Bloomberg Terminal, SPSS, Microsoft Word, Excel, Outlook, Access, PowerPoint