1. Jill Yang
315 S. Peoria St. Apt. #314C • Chicago, IL 60607 • byang23@hawk.iit.edu
OBJECTIVE
Seeking a position as a financial analyst utilizing expertise in financial analysis, equity research, data analysis and investments
EDUCATION
Expected: ILLINOIS INSTITUTE OF TECHNOLOGY Chicago, IL
2017 May Master of Science in Finance at Stuart School of Business, Dean Scholarship GPA: 3.67/4.00
Fund Manager of Stuart Investments, AIS: $600K
Captain of CFA Institute Investment Research Challenge Team
Sept. 2014 DALIAN TRANSPORTATION UNIVERSITY Dalian, China
Bachelor of Engineering in Computer Science and Technology, University Scholarship
Propaganda Department Leader; League Branch Secretary
EXPERIENCE
Oct. 2016 CFA INSTITUTE INVESTMENT RESEARCH CHALLENGE Chicago, IL
Present Captain
2016-2017 Local Winner
• Obtain accurate financial data of McDonald’s Corp. using Bloomberg, SEC filings and online public resources
• Conduct historical price multiple comparison, Quantitative Porter’s Five Forces analysis for restaurant
industry and 150 global surveys and 12 individual observations to support competitive positioning analysis
• Generate equity valuation by 5-year Average Price Multiple Analysis, Three-stage Free Cash Flow to the Firm
Model, Three-stage Dividend Discount H-Model and Monte Carlo Estimation in Python code and Excel
• Combine four models with multi-scenarios and rational weights to hybrid valuation model for intrinsic value
• Write comprehensive 10-page professional equity research report and 20-page attachments, create PPT slides
and present to CFA charter holders in 10 minutes with another 10-minutes Q&A.
Sept. 2016 STUART INVESTMENTS Chicago, IL
Present Fund Manager
• Manage portfolio trading activities, implement a fund’s investing strategy and report to SI Board of Directors;
our fund beat S&P 500 by 2.37% annually with 1.9% lower volatility and lower risk exposure (beta: 0.87)
• Train club members to analyze financial statements and evaluate target stock price, run weekly meeting and
prepare activities by reaching out to guest speakers, hosting pizza party and multi-party communication
Sept. 2015 STUART INVESTMENTS Chicago, IL
May 2016 Sector Analyst of Health Care Sector and Information Technology Sector
• Accomplished competitor analysis of Aetna Inc. by P/E, ROE, ROA, gross margin, operating margin and EPS
• Forecasted 1-year target stock price of Activision Blizzard using Multiple Analysis, Two-stage Dividend
Discount Model and Discount Free Cash Flow Model in Excel spreadsheet
• Realized returns of 29.31% for Activision and 8.27% for Aetna until recently
PROJECTS
Nov. 2016 Equity Valuation Group Project Chicago, IL
• Conducted financial analysis of Disney from angles of key ratios, profitability, liquidity, solvency and cash
flow perspectives; deep understanding of financial ratios, their meaning and benchmark
• Implemented 3-factor Fama-French Model to calculate required rate of return; under a 95% confidence level,
calculated SMB, HML and market risk premium and ran regression to get sensitivities of these factors
• Forecasted a stock price of $110.10 which was only slightly higher than the current 109.49
Apr. 2016 Portfolio Management Group Project Chicago, IL
• Conducted style analysis of a U.S. equity mutual fund using 10-year historical monthly return in Excel
• Ran risk premium weighted regression, analyzed and explained the fact that the portfolio and its active return
had significant exposures to certain risk factors
• Built an Alpha-model and used residual alphas for performance attribution, risk attribution and IR attribution
PERSONAL
• Proficient in English and native in Chinese Mandarin
• Proficient in Microsoft office software(VBA), Python, Matlab, C++, Java, SQL and VB.NET
• CFA Level 1 candidate