分析师

• Mar 2019 - Present

Trust Manager Internship

• Jul 2018 - Jan 2019

• Assisted managers to conduct due diligence, build financial models, preparation of related marketing presentations, write investment analysis reports, marketing corporate clients and produce clients services for investors. • Designed basic structure of ABN and produced key document drafts for projects; kept in touch with the changing relative regulations and laws for Asset Backed Securities in China and the use of Trust structure when designing ABS/ABN in practise. • Assisted senior managers to organise the management of three Asset Backed Notes(ABN) Projects and five trust products including payments of interest and principal for investors and producing regular management reports. Show less

Equity Research Analyst Internship

• Oct 2017 - Mar 2018

• Assisted analysts to collect company and industry information; prepared relative financial modelling and company valuation football field; discussed different logic of investing strategy and wrote several equity research reports. • Assisted analysts to collect company and industry information; prepared relative financial modelling and company valuation football field; discussed different logic of investing strategy and wrote several equity research reports.

Internship

• Jul 2015 - Aug 2015

• Collected, recorded and posted invoices of daily transactions of the plant to enhance efficiency of Financial Department so that others can spend more time on analysis • Calculated parts of financial ratios to help financial analysts prepare monthly financial analysis report which will be discussed in the senior management meeting and used to evaluate operation of the plant • Sorted out tax receipts and separated them into Import VAT receipts and Export tax receipts to assist tax staff to conduct daily applications of Export Rebates from Tax Authority Show less

Corporate Banking Department Internship

• Jan 2015 - Mar 2015

• Assisted client managers to expand business of credit card instalment and searched for possible chances to cooperate with local real estate companies through making cold calls and visiting over 30 clients in a month • Introduced our credit card instalment business to over 50 local real estate sale teams and attracted over 5% of them to initiate negotiations about potential plans and wrote financial analysis reports as well as presented weekly reports to the senior manager • Assisted client managers to expand business of credit card instalment and searched for possible chances to cooperate with local real estate companies through making cold calls and visiting over 30 clients in a month • Introduced our credit card instalment business to over 50 local real estate sale teams and attracted over 5% of them to initiate negotiations about potential plans and wrote financial analysis reports as well as presented weekly reports to the senior manager