Yuxiang(Neal) Zhu
Storrs,CT
Summary
FM passed [February 2023]
P passed [July 2023]
SRM waiting for result [September 2023]
Sitting for FAM [November 2023]
Sitting for PA [April 2023]
Overview
1
1
year of professional experience
Work History
Assistant
CHINA SECURITIES CO.,LTD.
06.2022 - 07.2022
- Used Excel to analyze a large amount of data for different stocks.
- Extracted basic information including mean, variance, confidence interval, and downside deviation.
- Integrated and understood the meaning of this information for assessing returns and risks of the stocks.
- Selected optimal stocks through various comparisons.
English Teacher
New Oriental Education & Technology Group
07.2023 - 08.2023
- Developed leadership skills by communicating with different students.
- Improved schedule making skills through making plans for class.
Assistant
Hua Xia Financial Leasing Co., LTD
06.2023 - 07.2023
- Learned to make initial assessments of company's performance using financial statements.
- Enhanced official writting skills by writting company's seasonal report.
- Acquired skills for effective communication with colleagues.
Education
Bachelor of Arts - Actuarial Science
University of Connecticut
Storrs, CT05.2024
Skills
- Skilled Excel user
- Familiar with Python
- Strong time management and self-learning skills
- Good communication skill
- Ability of transforming and summarizing key points
Timeline
English Teacher
New Oriental Education & Technology Group
07.2023 - 08.2023
Assistant
Hua Xia Financial Leasing Co., LTD
06.2023 - 07.2023
Assistant
CHINA SECURITIES CO.,LTD.
06.2022 - 07.2022
Bachelor of Arts - Actuarial Science
University of Connecticut