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Zhenglin Li

Contact Zhenglin Li
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Career Profile

Degree: Master's Degree
Career Level: Entry Level
Occupation: Business and Finance
Career Title: Financial Analysts, Credit Analysts, Financial Specialists, All Other
Target Title: financial analyst, data analyst
Target Locations: new york, NY , boston, MA , Los angeles,CA
Skills: investment management; Valuation; Data Analysis; financial analysis; portfolio management; consulting; Risk management;
Goal: M&A specialist
HighLight: - Worked as a financial analyst at a Mutual Fund • Researched the secondary market to identify target financial instruments to create potential investment portfolios • Analyzed potential volatility and returns using financial models in Excel for each portfolio to determine the best investments • Created reports on analysis findings for portfolios with recommendations for clients and supervisors - Worked as a consultant at Kegworks.com • Selected to participate in Finance Academy after successfully completing professional development seminars and presentations • Created user - friendly financial model in Excel for over 7000 products • Analyzed the breakeven point of profit with sales volume among sales channels • Wrote a report of analysis with recommendations to assist management on how to turn over the negative profit into positive • The Company would use the model to operate the further business and adjust business according to recommendations
Certification: CFA level I candidate(December 2019)
Zhenglin Li is financial analyst, data analyst(Business and Finance) from Buffalo,New York United States.

Experience


Kegworks Buffalo, New York United States
Industry: Retail
03/2019 - 05/2019
Contultant
I led a team of 4 as a consulting team to provide thorough solutions to turnover the profit of sales Channel according to our data analysis and financial model.
• Selected to participate in Finance Academy after successfully completing professional development seminars and presentations • Created user - friendly financial model in Excel for over 7000 products • Analyzed the breakeven point of profit with sales volume among sales channels • Wrote a report of analysis with recommendations to assist management on how to turn over the negative profit into positive • The Company would use the model to operate further business and adjust business according to recommendations
Beijing Zhaode Investment Co. Ltd, Beijing, China Beijing, Beijing China
Industry: Financial Services
01/2016 - 05/2016
Analyst Intern
I worked as a Financial Analyst Intern at a Mutual Fund.
• Researched the secondary market to identify target financial instruments to create potential investment portfolios • Analyzed potential volatility and returns using financial models in Excel for each portfolio to determine the best investments • Created reports on analysis findings for portfolios with recommendations for clients and supervisors

Education


Southwest University Chongqing, Chongqing, China
06/2012 - 06/2016
Degree: Bachelor's Degree
Major:Information management and system
Captain, Southwest University Soccer Team (09/2013 — 06/2015) • Led the soccer team of 50 in training sessions • Coordinated sports meetings and regional competitions Head of Sports Department in Student Association – Southwest University (09/2013 — 06/2015) • Led a team of 30 students to establish and run the university Opening Ceremony event for the 2014 Olympics with 1000 participants • Planned 10 various sports activities throughout the semesters to enrich students’ campus life • Coordinated with other departments to complete school works
University at Buffalo Buffalo, New York, United States
08/2018 - current
Degree: Master's Degree
Major:Quantitative Finance (STEM)
Committee member, Financial Management Association, University of Buffalo(09/2018 — President) • Built and maintained relationships with outside companies • Organized meetings with companies and students who were interested in the companies

Resume(verified employer only)

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