Irene Zhao

Financial Planning and Analysis, Senior Associate @Santander Investment Securities Inc

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2021 — Present

Financial Planning and Analysis, Senior Associate @Santander Investment Securities Inc

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Boston, MA, US

EDUCATION

2012 — 2015

The University of North Carolina at Chapel Hill

Bachelor of Science (BS), Mathematical Decision Science and Economics

2015 — 2016

Northeastern University

Master’s Degree, Finance, General

SKILLS

FinanceResearchMicrosoft OfficeCloud ComputingFinancial AnalysisEconomicsActuarial ExamsTeamworkSas ProgrammingMicrosoft WordStataGamsC++Microsoft ExcelPowerpointMatlabSocial MediaAccess

ABOUT IRENE ZHAO

Strong theoretical background in capital markets, portfolio management, and Performance Attribution, seeking opportunities to gain practical experience while being trained and mentored by skilled professionsPassed CFA Level in market research, evaluating business models and industry trendsExperienced in developing valuation models, and analyzing financial statementsExcellent data processing and model building skills with Excel, STATA, and SAS

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Irene Zhao — Financial Planning and Analysis, Senior Associate at Santander Investment Securities Inc in Boston, MA, US | Unifers