Jacky Chen


Location

Brooklyn, US
Brooklyn, New York
Education
    New York University
    September, 2017 - May, 2021
    expected degree
    Bachelor's
    major
    Finance
    coursework
    Financial Accounting
    Foundations of Finance
    Statistics for Business Modeling
    Microeconomics
    New York University Stern School of Business
    September, 2017 - May, 2021
Work Experience
    Samuel Ramirez & Company
    Financial planning and analysis intern
    New York, NY, United States
    July, 2017 - present
    company
    Samuel Ramirez & Company
    title
    Financial planning and analysis intern
    overview
    • Led research and presentations on higher education bond analysis that identified major issuers and obligors in every state, helping the firm efficiently target issuers with the highest capacity of issuance • Utilized SDC and EMMA to research real estate and higher education bonds with respect to its volume, rating, and benefactors, thereby informing senior leaders’ business decisions • Produced reports on the firm’s role in various underwriting deals within the last seven years to determine the firm’s market position and growth potential • Collaborated with the retail department and utilized Bloomberg to determine our clients’ cash flows in order to diversify our clients’ portfolios
    Marsh & McLennan Companies
    Financial planning and analysis intern
    New York, NY, United States
    July, 2016 - present
Fun Fact
I tore my Achilles tendon preparing for a basketball competition, went through rehabilitation, and won the competition.
Passion
I value learning and growing in all aspects of life.
Skills
Languages
ChineseEnglish
Technical skills
BloombergEMMAHyperion SmartviewMircrosoft ExcelSDC
Skills
Financial AnalysisQuantitative Reserach
Volunteer
    A Plus Academy
    June, 2015 - August, 2015
Leadership
    Brooklyn Technical High School
    Finance Board Treasurer
    June, 2016 - June, 2017
Hobbies
Basketball
Swimming
Track and Field