Professional Documents
Culture Documents
I
I
II, Qualification
- Can-do attitude, self-learning attitude, willingness to adapt for the changes
- Advance Excel skill (advance skill with 5 years working with Excel, self-learning
through friend, professors, and YouTube).
- Detail-oriented: CFA Portfolio Analyst, all details in 10K, industry research can change
my whole valuation story about the company.
- Time-management skill: Balance between full-time students and on-campus job, write
down the deadline what is the plan to finish that work (timeline), strictly follow plan
- 3 years in customer services and sale (tutor and member services),
- Gather and interpret data: looking at company financial statement, debt note to find the
potential business problem and risks.
- Working in team: Boeing case competition.
III, Questions
1, Tell me about yourself
Currently, I am doing master’s in finance at PSU with the focus on both corporate finance and
traditional finance. I have two years of finance experience through my school projects as and job
as a financial analyst for PSU Portfolio in which me and 8 other co worker working together to
manage 500 thounsand portfolio by collect, interpret data about industry and company to make
BUY/SELL/HOLD decision . I had advance skills in using Bloomberg terminal and Microsoft
excel which I use them in most of my finance work