Peijin Tong

San Mateo,CA

Summary

● Highly analytical professional with brilliant understanding on Finance.

● Competent at providing valuable insights and facilitating data-driven decision-making via robust data analytics techniques.

● Ability to expand personal skills and knowledge by continuously learning new technologies and techniques.

● Known for conducting in-depth research and analysis and composing detailed technical documentation for multiple projects.

● Demonstrated excellence in finding opportunities to transform company practices into innovative, cost-effective solutions leading to more efficient operations.

● Steer efforts towards the business context investigation, consideration of stakeholders’ perspectives, business needs analyses, process modeling, and requirements validation and management.

● Excellent communicator (English, Chinese- Mandarin), skilled at fulfilling client needs and cultivating positive relationships.

● Proficient in utilizing MS Office, R Studio, and Google Docs efficiently to complete assigned tasks.

Overview

years of professional experience

Work History

Risk Analyst-Internship

Bank of Tianjin

Tianjin, China

04.2023 - 08.2023

Analyzed portfolio performance and recommended ways to reduce overall risk levels.
Compared costs and benefits of different industry-specific securities to evaluate optimal choices.
Supported development and implementation of proactive approaches to address risk, fraud and collection needs.
Performed quantitative analysis to measure the magnitude of potential risks.
Used Excel pivot tables, charts and reports to break down and analyze information.
Analyzed areas of potential risk to assets, earning capacity and organizational success.

Insurance Sales Agent

Zurich Insurance Co.

San Francisco

08.2018 - 07.2019

Acquired new clients by leveraging excellent communication skills with policyholders and qualified leads
Ensured asset protection and prevented financial loss caused by theft/fraud by providing complete policy guidance/management
Identified client needs, conducted research on insurance and investment options, and provided appropriate recommendations to meet/exceed clients' requirements
Conducted interviews with potential clients to determine their insurance requirements, answering questions about current policy requirements and restrictions
Collected and analyzed financial requirements data from prospective clients and explained existing coverage to support informed decision-making
Managed entire policy-making, contract-signing, and legal-paperwork creation documentation process for seamless workflow.

Education

Master of Science - Finance

University of California, Riverside

Riverside, CA

12-2024

Bachelor of Arts - Economics

University of California, Davis

Davis, CA

01.2022

Student Organization

Group Leader-UC Davis Economics Study Group

Group Project#1: UC Davis Feasibility Report for Food Distribution of West Davis:
Created feasibility assessment to address the rising food distribution problem over West area of UC Davis; suggested three options to the Dean that might ultimately solve the problem.
Project#2: Data selection for visualization:
Conducted a detailed study to investigate whether employees prefer working from home or getting an incentive of $30K+ and started working from the office, all data were compared visually with box plots and pie charts.

Partner-UC Riverside AGSM Investment Club

Trading portfolio Studies
Lead the team to generate $30K gain by using $1M paper money to invest in all derivatives,equities and bonds on a US exchange platform within one quarter.
Corporate Finance Studies
Compiling information and providing analysis of a publicly traded company assessing risks, investment returns, and overall valuation.

Timeline