Experience

Dongxing Securities Co., Ltd.

• China
• Financial Services
• 1 - 100 Employee

• Securities Analyst

  • Dec 2020 - Present

  - Accurately evaluating the financial reports of different listed company - Providing accurate investment advice to clients - Managing clients' investment portfolios; making changes in investment strategies based on market conditions (SAC Registration number: S1480420120002) - Accurately evaluating the financial reports of different listed company - Providing accurate investment advice to clients - Managing clients' investment portfolios; making changes in investment strategies based on market conditions (SAC Registration number: S1480420120002)



BAOZHULIN CLOUD

• Shenzhen, Guangdong, China

• International Trade SOHO

  • 2020 - 2022

  - Exported medical instruments to Europe during the COVID-19 pandemic, took in charge of everything from finding supplier to selling, including product promotion, negotiation with clients, contract drafting and export declaration - Cooperated with global companies New Power SRL/CASA CON TE/HIGHTECH as their trading partner, and exported variety of popular products from China to Italy regularly (including housing appliance, scooter, led light, xmas tree); the yearly sale reaches over 1 million USD Show less



Shenzhen Asset Management Association

• Shenzhen, Guangdong, China

• Business Production Planner

  • Jan 2018 - Dec 2018

  Participated in the establishment of "Shenzhen Private Equity Information Service Platform", mainly responsible for the planning of information filling page, to solve the pain points of user data filling with low quality - Page function: According to the requirements of the Securities Regulatory Bureau, collect the information of fund managers to achieve the purpose of industry self-discipline and compliance - Target users: Securities Regulatory Bureau; fund managers; custodian/sales/asset management - Main duties: Collecting information collection requirements of the Securities Regulatory Bureau (including data name, data type, data caliber, file format requirements, data judgment logic and other business-related requirements); design information collection process and platform authority management, and output product requirements documents (page prototype diagram, flow chart, etc.); participated in testing; promoted the popularization of information system and planned user training; deeply participated in user training and collected user feedback, then timely carried out system iteration according to feedback Results: Completed the tasks of information collection and data quality optimization issued by Securities Regulatory Bureau; Launched new platform and reduced 80% manpower in data validation Show less