Yuanjing Qiu, CFA, FRM

Experience

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  East Tennessee State University

  Aug 2010 - Dec 2011

  Resident Advisor

  - Counseled and mentored 60 residents on academic, transition,social, and emergency issues - Planned two educational programs each semester on topics such as diversity awareness, academic success, conflict resolution and other related topics, and advised hall council on group development and programming- Recipient of “Residence Advisor of the Month” Award twice

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  Chinese Students & Scholars Association

  Aug 2010 - Dec 2011

  Vice President

  - Partnered with president to organize campus-wide programs for Chinese students and scholars, as well as introduced Chinese culture to all students

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  Robert H. Smith School of Business, Global Equity Fund

  Jun 2013 - May 2014

  Equity Analyst

  • Co-managed $500,000 endowment fund for business school as a member of a 19-student investment committee competitively selected from 100+ applicants based on stock pitch• Met biweekly to present investing ideas and reviewed peer pitches submitted to committee• Formulated buy/hold/sell recommendations by monitoring macro/sector trends and events, developing asset-allocation and stock-selection models, and investment presentations

• 

  Promontory Financial Group, LLC

  Jul 2014 - now

  Managing Strategy Consultant

  • Conducted data analysis on capital markets and financial industry data using SAS, assessed data quality, provided data descriptions, identified data limitations and cross-field relations, and presented data issues in client meetings• Built Discounted Cash Flow (DCF) models for project evaluation to support project recommendation• Gathered, analyzed and interpreted board of directors’ data, drafted presentations and reports for board governance review• Managed projects up to three parallel work streams, updated project plans and task lists on a daily basis, scheduled client meetings, prepared meeting minutes• Cleaned and reconciled Anti-Money Laundering (AML) data for global financial institutions, conducted trend analysis and distribution analysis for AML transaction monitoring system review using R and SQL• Assisted with database management for a government entity’s multi-family loan review• Built sample database and analyzed data using SAS for a lookback review on SCRA loans Show less