Yan (Benny) Yu
201 Lakeside Drive Apt T3 • Greenbelt, MD 20770 • 301.204.9979 • yan.yu@rhsmith.umd.edu
EDUCATION Robert H. Smith School of Business, University of Maryland, College Park, MD
Master of Science in Finance, Focus Area: Corporate Finance
GMAT: 760
Exp. May 2016
GPA:3.83
Southwestern University of Finance and Economics (SWUFE), Chengdu, China
Bachelor of Science in Economy, Major: Finance
June 2014
GPA: 3.9/5.0 Top 5%
CFA Level III Candidate
Skills: Matlab, SAS, Microsoft Office Suite, Bloomberg, Capital IQ
PROFESSIONAL EXPERIENCE
Global Equity Fund, Robert H. Smith School of Business, Washington D.C
2015.05 - Present
Equity Analyst
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Pitched stock buy/sell recommendations based on intrinsic value by applying DCF valuation, multiples, and
sensitivity analysis to facilitate a $600,000 university endowment fund management
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Conducted extensive market and equity research for Technology, Media & Telecommunications (TMT) sector, such as
NetEase and Baidu, through in-depth study of macro-economy, sector trend and Company’s 10K
Center for Financial Policy, Robert H. Smith School of Business
2014.11 - Present
Research Assistant
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Studied financial researches concerning on corporate finance, monetary & fiscal policy and emerging market in order
to compose weekly financial policy news summary report for CFP Blog
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Interviewed professors and alumni with latest researches including risk management and high frequency trading, and
wrote journals for CFP Monthly Newsletter
The Bank of East Asia Limited, Chengdu, China
2013.06 - 2013.08
Assistant at Treasury Department
•
Generated budgets and forecasts on a daily base for accounts of BEA in more than five foreign banks; prevented BEA
from overdrawing risk and improved money allocation efficiency
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Built more than ¥100K profit from discount rate spread in a ¥20M bank acceptance transaction with three Chinese
commercial banks
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Examined financial statements, accounting records and operating reports of treasury department and generated weekly
briefing to senior manager
BNP PARIBAS Ace Manager Competition
Participants
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Awarded third place at SWUFE as well as ranked 116 out of 3465 teams globally with qualified certificate
•
Completed nine cases focusing on businesses in three financial areas: corporate and investment banking, retail
banking and investment solution
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Processed quantitative analysis of assets allocation and risk management under Matlab and Excel
2013.04
Sinolink Securities Co. Ltd., Chengdu, China
2012.12 - 2013.02
Investment Analyst at Investment Banking Department
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Conducted industry review in clothing industry for a $40 million IPO project
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Assisted in the process of training seven administrative officers of accounting system reformation
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Complied and screened company documents in a $25 million private offering project. Verified data and facts in due
diligence report; prepared materials for shareholder meeting and online disclosure
LEADERSHIP AND RELATIVE EXPERIENCE
VP of Finance, Master of Finance Association - Robert H. Smith School of Business
Present
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Generated financial reporting of association; Hosted Annual Finance Farewell Ball, Finance alumni workshop and
Risk Management Panel with FinRisk; initiated 2015 Stock Pitch Competition in Smith Business School
Leader of team 37, China Household Finance and Survey - SWUFE
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Took charge of obtaining and analyzing 200 families’ household financial data by leading a group of 12 students;
negotiated with local government and contacted policy banks for support to promote survey in 8 communities
HONORS AND AWARDS
CFA Association Scholarship (2013)
SWUFE Academic Excellence Scholarship (6 times)
2013