Page 22 - CSJ - ADF - AMB 10 07 19

QIANYU SUN, CFA PAGE 2

Investment Officer, MUNICIPALITY OF ANCHORAGE, Anchorage, AK 2008 - 2014

Managed a fixed-income portfolio of $100 million and oversaw 3 externally managed portfolios
of $500 million. Conducted researches to improve trading strategies and asset allocations.
Analyzed economic data, evaluated potential risk factors, and compiled monthly investment
review and performance reports. Managed banking service contracts and commercial paper
programs. Created cash flow forecasts.

Key Achievements
• Improved investment strategies for the fixed income portfolio and increased portfolio
yields without extending the duration. Consistently outperformed the benchmark.
• Performed due diligence on investment policies and revised investment agreements with
external managers to better position the portfolios after the 2008 recession.
• Participated in investment service review panels, replaced under-performing fund
managers, and selected new fund managers to enhance portfolios’ diversification.
• Served on the Police and Fire Medical Prefunding Investment Board, evaluated actuary
studies, and participated in investment policy discussions and portfolio performance
reviews.
• Designed forecasting models for cash flows and interest earnings. Improved the utility of
excess cash flows to generate additional interest earnings.
• Drafted the request for proposals for banking services and achieved about 10% saving in
banking fees.

Senior Financial Analyst, ANCHORAGE SCHOOL DISTRICT, Anchorage, AK 2002 - 2008

Reported directly to the Chief Financial Officer. Responsible for cash and investment
management, debt issuance and refinance, and financial forecasting. Assisted in payroll,
accounting and budgeting projects.

Fiscal Analyst / Auditor, PARSONS BRINCKERHOFF, INC., Baltimore, MD 1999 - 2002

Responsible for audits and fiscal analysis for the Baltimore/Washington International Airport.

EDUCATION

Master of Business Administration, UNIVERSITY OF DELAWARE, Newark, DE
• Concentration in Finance
Bachelor of Arts, INSTITUTE OF INTERNATIONAL RELATIONS, Beijing, China

• Major in Economics