eFinancialCareers

You know the drill by now. Read this resume and write your comments at the bottom.

This guy is currently working as an accountant and wants to move back into equity research. Does he stand much of a chance in the current market?

EDUCATION

Major university in California
BS Management Science Concentration: Economics & Finance (2006)

Chartered Financial Analyst examination
Level II Candidate (2008)

WORK EXPERIENCE

Big four accounting firm, Macau (Dec 2008 – present)
Staff Accountant

• Analyze & calculate U.S. tax return for wealthy individuals.
• Write & suggest different approach to minimize clients’ tax liability.
• Analyze & update the team members on new U.S.& Hong Kong tax issues.

Niche asset management firm, Hong Kong (Feb 2008 – June 2008)
Research Assistant

• Wrote & modeled company analysis for investment team, such as mining company in Australia.
• Sourced and analyzed investment opportunities in Asia small cap.
• Attended strategic decision meetings with capital partners’ current/future investment.

Another boutique asset management firm, Hong Kong (May 2007 – Feb 2008)
Research Assistant – green energy

• Built & maintained financial model including forecast for green energy related company, such as wind turbine manufacturer, water & water treatment companies in Asia.
• Conducted both quantitative and qualitative analysis, including statistical interpretation, such as drawdown analysis, portfolio attribution report and pair trade strategy.
• Updated & examined PowerPoint presentation for the marketing team.

Financial planner, California (April 2006 – July 2006)
Equity Research Internship – Technology
• Participated in selection of companies to raise $2-$5 million through private investments & PIPE.
• Analyzed financial models and statistical models, such as DCF, NPV, and IRR analysis.