Summary
Overview
Work History
Education
Skills
Timeline
Intern

Zhilan Ma

St Louis,MO

Summary

Finance graduate offering strong analytical and abstract reasoning skills. Excellent history of managing complex data. Well-versed in business operations, strategic planning, and market analysis. Track record of positive academic performance and superior analytical skills. Pursuing the opportunity to further studies and add to the hands-on financial-related experience. Flexible and hardworking eager to listen, learn and support superiors.

Overview

1
1
year of professional experience

Work History

Intern

Chengdu Zefu Institute Of Financial Engineering
07.2021 - 08.2021
  • Obtained a general picture of the futures market and technical analysis of commodity futures by perusing Technical Analysis of Financial Markets written by John J. Murphy.
  • Learned fundamental programming concepts and programming in Python from Python Crash Course by 'Eric Matthes.
  • Familiarized with PEL languages and technical index of programmatic trading software- Pyramid decision trading system.
  • Conducted simulated capital transactions based on simple Test Models and Power Models.

Intern

Investment Banking Department| Huaxi Securities Co
05.2021 - 07.2021

IPGoal Microelectronics IPO Project

  • Assisted in completing a 78-page due diligence report, including basic information, financial condition, business technology, industry competition and related transactions, corporate governance and IPO.
  • Assisted in collecting data and materials of similar chip companies listed on GEM from Shenzhen Stock Exchange and made an 18-page report of chip enterprise listed on GEM, including primary business, financial data, equity investment project, etc.

Dongli Technology IPO Project

  • Participated in completing 291-page prospectus for public offering, involving collecting data, and financial analysis by building excel models.
  • Assisted in sorting and inspecting various related reports.

Intern

Financing Service Department| CDHTI Winpower Inves
09.2020 - 12.2020
  • Collected information of financing-related industry and analyzed its value and future trend.
  • Assisted in following up the financing projects and handling business issues with the financing institutions.
  • Participated in creating and analyzing webpage of the company, improving user experience.
  • Wrote 3 reports about industry dynamics and key information of the investment field for the official account.
  • Invited 759 companies over the phone for cross-border trade facilitation policy training seminar on behalf of the High-tech Zone Management Committee.

Education

Master of Science - Finance in Wealth And Asset Management Track

Washington University in St Louis
St Louis, MO
12.2023

Bachelor of Science - Finance

American University
Washington, DC
12.2021

Skills

  • Computer Skills: Word, PPT, EXCEL, Python, Research tools (Bloomberg, Thomson Reuters)
  • Financial analysis
  • Data Mining and Modeling
  • Financial Document Review
  • Accounting Principles Understanding
  • Portfolio Construction
  • Business Analytics
  • Investment Principles
  • Client Case Studies
  • Communication, Teamwork, Problem-solving

Timeline

Intern

Chengdu Zefu Institute Of Financial Engineering
07.2021 - 08.2021

Intern

Investment Banking Department| Huaxi Securities Co
05.2021 - 07.2021

Intern

Financing Service Department| CDHTI Winpower Inves
09.2020 - 12.2020

Master of Science - Finance in Wealth And Asset Management Track

Washington University in St Louis

Bachelor of Science - Finance

American University
Zhilan Ma