Xuanjie Ma
Boston,MA
Summary
Detail-oriented and goal-focused financial analyst with expertise in Power BI, Python, SQL and VBA. Demonstrated ability to compile, analyze and present data to support strategic decision making.
Overview
3
3
years of professional experience
Work History
Financial Analyst
Hines Interests Limited Partnership
09.2022 - Current
- Lead the design and development of Hines' global real estate portfolio visualization, which includes over 2000 assets.
- Completed over 250 financial data requests across property, fund, and investor levels, also provided data support for PERE Award and NMHC ranking applications, which was instrumental in Hines securing an unprecedented six PERE nominations in 2023.
- Developed automated data validation tools with VBA for 1,500+ property and 60+ fund data points, contributing to the team's error-free data delivery for three consecutive quarters.
- Collaborate with other teams to establish and prioritize data collection needs and consumption methods.
Operation Department Intern
Fullgoal Fund Management
02.2021 - 04.2021
- Performed daily transaction entry at the direct sales counter, which mainly includes processing applications of trading account opening, sending documents required for trading account opening, and trading receipts to customers.
- Provided customers with account opening consultation and account information queries.
- Optimized the product information management interface to improve search efficiency.
Data Analyst Assistant
Fullgoal Fund Management
09.2020 - 01.2021
- Used the Brinson performance attribution model to evaluate the performance contribution of the investment benchmark, market timing, security selection, and determine the fund's excess return capability.
- Assisted data analysts to mine, clean, and process data from the Wind financial terminal, such as calculating the maximum drawdown of the fund, turnover rate, and asset allocation ratio.
- Assisted quantitative researchers in analyzing primary market data and fund managers' investment styles.
- Assisted with daily tasks such as regular database maintenance, updating, and standardized reports.
Education
Master of Science - Business Analytics
Northeastern University
Boston, MA08.2022
BBA - Accounting
SAINT MARY'S COLLEGE
Notre Dame, IN05.2020
Skills
- Alteryx
- Tableau
- Power BI
- Python
- R
- SQL
- VBA
Timeline
Financial Analyst
Hines Interests Limited Partnership
09.2022 - Current
Operation Department Intern
Fullgoal Fund Management
02.2021 - 04.2021
Data Analyst Assistant
Fullgoal Fund Management
09.2020 - 01.2021
Master of Science - Business Analytics
Northeastern University
BBA - Accounting
SAINT MARY'S COLLEGE
Similar Profiles
Laurie WicklineLaurie Wickline
Staff Accountant at Hines Interests Limited PartnershipStaff Accountant at Hines Interests Limited Partnership
Yvonne HernandezYvonne Hernandez
Management Assistant at Hines Interests Limited PartnershipManagement Assistant at Hines Interests Limited Partnership
Hector SanchezHector Sanchez
Senior Engineer at Hines Interests Limited PartnershipSenior Engineer at Hines Interests Limited Partnership