Experience

华创证券有限责任公司

• 资管业务岗

  • Mar 2016 - Present



Bloomberg Businessweek

• Financial Analyst

  • Feb 2015 - Jan 2016

  • Analyze up-to-date Form 3/4/5 data, interpret and extract share holdings information, maintain and update databases using Bloomberg terminal and Excel.• Research shareholding information of companies from multiple foreign countries.• Maintain and update database for shareholding of foreign countries from company filings and research (using Excel and Bloomberg terminal).• Support other teams to update database, research and add information for existing companies.• Q&A and clean… • Analyze up-to-date Form 3/4/5 data, interpret and extract share holdings information, maintain and update databases using Bloomberg terminal and Excel.• Research shareholding information of companies from multiple foreign countries.• Maintain and update database for shareholding of foreign countries from company filings and research (using Excel and Bloomberg terminal).• Support other teams to update database, research and add information for existing companies.• Q&A and clean existing data (errors, out-of-date data, duplicates, etc.) Show more Show less



China Construction Bank

• Banking Intern

  • Jun 2013 - Aug 2013

  • Processed savings withdrawals: kept accounts using dcc system, printed vouchers and passbooks, received and disbursed cash. • Kept and recorded blank vouchers and passbooks.• Answered basic customer inquiries regarding service charges, regulations, interest rates, etc.• Worked as assistant of lobby manager: welcomed customers, asked customers’ needs and referred them to the proper department, helped customers with forms.



The Linde Group

• Accounting Intern

  • Jun 2010 - Jul 2010

  • Verified vouchers and invoices provided by treasurers, and then documented them by entering accounts.• Collected and documented invoices; verified information; and prepared weekly reports. • Checked balance at the end of each month, and asked for reconciliation if discrepancies existed.• Maintained accounts including copying, printing, tidying, moving accounts; making covers and menus for accounts.



The Linde Group

• Internship for Market strategy

  • Jun 2009 - Jul 2009

  • Assembled consumer rating reports by compiling and consolidating internal and external data. Summarized information and presented reports in graphs and trends.• Participated in market research of a new project in city of Ningbo. In depth exploration of existing plant distribution, customer demand and market opportunities. Created a database to input and analyze competitors’ information. • Held instruction lectures to customers (e.g. nurses at hospitals)• Participated in… • Assembled consumer rating reports by compiling and consolidating internal and external data. Summarized information and presented reports in graphs and trends.• Participated in market research of a new project in city of Ningbo. In depth exploration of existing plant distribution, customer demand and market opportunities. Created a database to input and analyze competitors’ information. • Held instruction lectures to customers (e.g. nurses at hospitals)• Participated in after-sale services, such as reclaiming cylinders and daily maintenance of the product delivery system. Show more Show less