I, Responsibility

- Prepare standard and customized investment performance reports

- Communicate with internal and external clients
- Collect, input, analyze, and reconcile data
- Market research

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

About things outside of my resume, I am detail-oriented person since in my work as a financial

analyst, I working with many industry and company reports, and those details in the reports are
very important to my solution, my valuation story. I also pretty goods at time management when
I have to schedule my time correctly to balance my jobs as well as my study in ms program. One
last thing is I am in my very first step in self-learning python and sql. Although self-learning
those are hard but I am still trying my best to learn them
2, Why do you want to work here?
about gathering and analyze data which are exactly things I have an experience and strong
passion on.
2, Questions for us
1, Lets assume that I get this position How RVK could deliver the training program
1, How does RVK could support, help the new and entry-level finance analyst like me in
developing my finance career at RVK