AILIAN CAO
Irvine,USA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Highly focused Investment Analyst bringing expert-level knowledge of real estate proforna. Leverages industry knowledge and analytical capabilities to determine risk levels and optimize investment strategies.
Overview
21
21
years of professional experience
Work History
Investment Analyst
Woodbridge pacific group
Mission Viejo, California
05.2022 - Current
- Assisted in preparing presentations for senior management outlining recommended investments based on financial analysis and modeling results.
- Monitored existing investments for changes in performance or other indicators that may impact future returns.
- Collaborated with external advisors such as brokers, bankers, lawyers and accountants in order to facilitate successful completion of transactions.
- Prepared detailed reports summarizing the current state of portfolios and providing suggestions for improvement or modification based on market conditions.
- Created forecasts of expected returns from proposed investments using historical data as well as projections of future economic conditions.
- Analyzed company financial statements such as balance sheets, income statements, cash flow statements, to assess profitability.
Medical Unit Supply Manager
United States Army
Fort Campbell, USA
02.2013 - 03.2015
- Managed company supply room by monitoring inventory and purchasing supplies while collaborating with cross-functional battalion managers
- Prepared month-end closing financial reports estimated at over $7 million of sensitive military equipment, communicated findings to company’s commander to inform budget and planning decisions
- Examined and evaluated company’s inventories, protect military equipment with zero losses or damaged
- Consulted with finance department members to gather and ensure accuracy of data inputs
Travel Agent
Shanghai International Travel Agency
Shanghai, China
09.2003 - 10.2009
- Developed and maintained strong client relationships by exceeding customer expectations during planning phase of creating travel arrangements for more than 10,000 travelers each year
- Assessed clients’ needs to create a personalized match for customers individual or group vacation
- Demonstrated ability to close sales and achieve high productivity by increasing annual revenue by 20%
Education
Master of Finance -
University of California, Irvine, The Paul Merage School of Business
Irvine, CA08.2022
Bachelor of Art - Finance and Accounting Concentration
University of California, Irvine, The Paul Merage School of Business
Irvine, CA06.2021
Skills
- Analytical
- Strategic
- Flexible
- Adaptable
- Collaborative
- Intermediate Excel
- Intermediate Word
- Intermediate Power Point
- Beginning Python
- Portfolio Management
- Financial Modeling
- Self-directed mindset
- Loan draw
Projects
Bond & Fix Income, University of California, Irvine, CA, 09/20, 12/20, Constructed cash flow models for bonds and evaluated durations and convexity for bonds with mathematical implementation and numerical approximation in excel. Corporation Finance Management, University of California, Irvine, CA, 01/21, 03/21, Collaborated with five group members to forecast cost of capital for firm project by utilizing financial analysis concepts such as WACC and CAPM.
Languages
Chinese (Mandarin)
Professional
Korean
Professional
Timeline
Investment Analyst
Woodbridge pacific group
05.2022 - Current
Medical Unit Supply Manager
United States Army
02.2013 - 03.2015
Travel Agent
Shanghai International Travel Agency
09.2003 - 10.2009
Master of Finance -
University of California, Irvine, The Paul Merage School of Business
Bachelor of Art - Finance and Accounting Concentration
University of California, Irvine, The Paul Merage School of Business
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