Xin Shu
Fund Analyst
Talent
Vancouver, Metro Vancouver Regional District20 CAD/hourMember since April 9, 2023
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About
Recent Quant Finance Master graduate. Finished FRM level 1 and working toward CSC and FRM level 2. Seeking financial analyst and risk/compliance analyst opportunities.
Experience
360 HUNTINGTON FUND, Boston, MA May – August 2022
Fund Analyst
- Initiated an investment opportunity in a mid-cap ocean transportation stock amidst the supply chain crisis and replicated real share price using three-factor valuation model
- Recognized by senior management on trading strategy recommendations based on my risks and catalysts analysis
- Persuaded the fund to purchase shares of the stock and provided updates for the valuation model afterwards
- Achieved a return of more than 24% for the invested amount in less than a month and tracked associated market & sector risks
BANK OF CHINA, Ningbo, Zhejiang, China June – July 2020
International Settlement Department Intern
- Introduced clients with different financing options they could apply with the letter of credit service
- Performed reconciliations on completed operations by sorting out the settlement materials and identifying mismatches between the materials and their correspondent documentary letter of credits
- Saved 5% workload for the department by completing the inspection of three to four past letter of credit operations daily and reporting to the department manager INDUSTRIAL BANK CO., LTD, Ningbo, Zhejiang, China December 2019 Investment Department Intern
- Conducted due diligence on companies using bank lines of credit, calculated ratios from their financial statements, and confirmed the ratios were in reasonable range
- Contacted issuers of ABS products by making phone calls, validating information on material changes
- Improved 7% efficiency for the department by updating two to three quarterly reports daily
Education
NORTHEASTERN UNIVERSITY, Boston, MA
September 2021 – September 2022 D’Amore-McKim School of Business
GPA: 3.84
Master of Science in Quantitative Finance (Entrance Scholarship Recipient, Beta Gamma Sigma Life Member – Top 5%) UNIVERSITY OF BRITISH COLUMBIA, Vancouver, BC, Canada
September 2017 – June 2021
Bachelor of Arts in Economics and Statistics
GPA: 3.3