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手机: , 电话: 邮箱:**************.edu.cn

教育背景 20069 至今

20029

20067 ××大学 北京 光华管理学院金融学专业,将于20087月获金融学硕士学位。

研究方向:固定收益证券、投资银行实务、财务报表分析和资本市场理论。 中国人民大学 北京 哲学哲学专业,于20067月获得哲学学士学位。

研究方向:经济哲学理论、逻辑分析理论和逻辑悖论研究。 实习经历 200611月–

20071

200610月–

200611

20066 20068 社团经历 20069- 至今 200610- 至今 20069-

200612

个人信息

华夏基金管理有限公司 北京 兼职分析员,市场部

为新基金发行进行市场调研,整理约6,000份调查问卷,并运用统计软件分析出有价值结果。

参与策划“寻找基金兴华原始投资人”项目,协助完成材料审核、公证等工作。 上投摩根基金管理有限公司 北京 实习生,销售交易部、客户服务部

接受公司针对基金市场、证券投资实务以及基金销售技巧进行的相关培训。 对投资者类型进行分类整理并解答投资者关于基金市场和公司产品的各种疑问。 指导客户完成基金开户、销户、基金交易与基金转换、网上交易等具体业务的办理。

北京世经未来投资咨询有限公司 北京 暑期实习生,行业研究部

搜集并整理出全球铝市场的最新信息,对其宏观形势、产品、需求、竞争形势和国内产业

政策等方面进行深入研究并制作每周铝讯。

独立制作出两份各150余页的中国铝产业链和再生铝行业的分析研究报告。

北京大学光华人俱乐部 北京 投资者协会,创始人之一 负责新部门筹建的前期组织工作,给对投资感兴趣的校友提供交流和互相学习的平台。

组织每周一次的研究讨论会,由部门核心研究人员做关于行业和个股的分析研究报告。 组织基金业校友经验交流会等活动,成功邀请到华夏基金基金经理、南方基金行业研究员以及银华基金营销组人员等近10家国内大型基金公司主要部门的从业人员前来交流。 投资实战部,部长

参与俱乐部财经类周刊Newsletter的制作,负责国内外金融市场新闻的采编和案例分析。 负责俱乐部电子书的制作,并推出了关于咨询业、商业银行和基金行业求职及光华金融考研保研等7本电子书。

亚洲投资银行俱乐部 北京大学分部 北京 邀请即将加入雷曼兄弟公司的三位校友分享投资银行业的求职和面试经验。 普及投资银行业务的知识,分组进行IPO和公司并购方面的案例讨论、学习各种估值方法。 北京大学学生国际金融交流协会 北京 参加协会组织的意联信投资银行和德国联邦银行内部交流活动。

接受了国际青年成就组织(Junior Achievement China)全球商业道德课程的培训。 英语六级考试(CET6)优秀,英语口语及普通话表达流利且商务英语写作规范。 热爱体育运动,有近10年的足球球龄,喜爱打乒乓球、网球,爱好马拉松长跑。

熟练掌握MS ExcelWordPowerPointOutlook等办公软件和SPSS等统计软件的应用。 喜爱阅读证券投资类的经典书籍,坚持阅读上市公司的研究报告,密切关注国内外资本市

场。

Mobile: (86) 1381-083-4293 (Mobile), Tel(86) 10-5160-4513 (Dorm) Zhang San



Email:*****************.edu.cn






Education

Sep, 2006 PEKING UNIVERSITY present Guanghua School of Management. Candidate for Master of Arts in Finance, July 2008.

Major courses: Fixed Income Securities, Investment Banking, Financial Statement Analysis. Sep, 2002 RENMIN UNIVERSITY OF CHINA Jul, 2006 School of Philosophy. Bachelor of Arts in Philosophy, July 2006.

Major courses: Economic Philosophy Theory, Logic Analysis and Logic Paradox Research.

Experience



BEIJING

BEIJING



Nov, 2006 China Asset Management Co, Ltd. BEIJING Jan, 2007 Part Time Analyst, Marketing Department

Carried on the market investigation, classified about 6,000 questionnaires and analyzed the data.

Participated in the activity named ”Looking For The Original Investors of Xinghua fund”, and communicated with the Notary of Haidian District for the validity of the activity. Oct, 2006 China International Fund Management Co, Ltd. BEIJING Nov, 2006 Internship, Sales&Trading Department, Client Services Department

Undertaked the training program of the company focused on the fund industry and securities investment. Promoted the company's products and answered investors' questions about fund and the company. Helped clients perform operations such as opening an account, making a deal, etc. Jun, 2006 Beijing Wefore Investment Consulting Co, Ltd. BEIJING Aug, 2006 Summer Intern, Industry Research Department

Compiled weekly information on Aluminum market by searching and sorting the up-to-date market news. Completed two detailed analysis reports on Chinese Aluminum Market independently.

Activities Sep, 2006 Peking University Gsmer Club BEIJING present Investors Association, President and the founder of the association

In charge of the association which provides a platform for students who are interested in investment to communicate and learn from each other.

Organizing weekly conference where core member give presentations on industries and stocks. Organized alumni interviews and experience exchange lectures on fund company. Investment Department, Ministor

Member of Gsmer Club Newsletter Editor Group (An independent financial weekly created by the members of the Gsmer Club), responsible for case analysis and financial market news collection and edit.

Presided over the club’s E-book edit, and worked out 7 E-books finally, including consulting industry, etc.

Sep, 2006 Asia Investment Banking Club, Peking University Branch BEIJING present Invited the students who were going to join in the Lehman Brothers to have a deep talk with us.

Conducted group case study on IPO and Merger&Acquisition, and learned various valuation methods. Sep, 2006 Peking University International Finance Exchange Association BEIJING present Participated in the internal activities with UniCredit China Capital Limited and Deutsche Bundesbank.

Participated in the Junior Achievement China’s training program about Global Business Ethics.

Personal Native speaker of Chinese. Fluent in English. Pass College English Test Band Six with distinction.

Frequent user of Excel, Word, PowerPoint, Outlook, SPSS, etc.

Persisted in reading the analysis reports every day, pay attention to the capital market abroad and home. Sports enthusiast, 10 years’ football playing experiences, enjoying playing tennis and Marathon race.




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