Wealth Manager

• Jul 2021 - Present

第一年实现创收30万，产品销售1500万，引进机构资产1.5亿，落地私募托管6个产品，交易户3个产品，拜访机构100家，服务客户300位，个人高净值20位。 对接私募渠道和金融同业200位，熟悉二级市场各类私募策略和头部机构。 1. 个人、机构财富管理（证券经纪、融资融券、股票期权、场外衍生品；大类资产投资咨询、各类金融产品投资咨询；私募股权投资） 2. 私募管理人综合服务（托管、交易、算法、投研、两融、衍生品工具、FOF和家办直投、跨境收益互换、牌照迁址等其他服务） 3. 上市公司综合服务（理财、股权激励、员工持股计划、股东融资和减持、中信集团协同业务等） 4. 券商九大业务条线承揽（投行、股衍、股销、资产管理、固定收益、证券金融、托管、中信期货、金石投资等） 5. 境外业务（里昂资本、中信国际，境外理财，香港上市企业的投融资和增减持等，美元私募股权） 第一年实现创收30万，产品销售1500万，引进机构资产1.5亿，落地私募托管6个产品，交易户3个产品，拜访机构100家，服务客户300位，个人高净值20位。 对接私募渠道和金融同业200位，熟悉二级市场各类私募策略和头部机构。 1. 个人、机构财富管理（证券经纪、融资融券、股票期权、场外衍生品；大类资产投资咨询、各类金融产品投资咨询；私募股权投资） 2. 私募管理人综合服务（托管、交易、算法、投研、两融、衍生品工具、FOF和家办直投、跨境收益互换、牌照迁址等其他服务） 3. 上市公司综合服务（理财、股权激励、员工持股计划、股东融资和减持、中信集团协同业务等） 4. 券商九大业务条线承揽（投行、股衍、股销、资产管理、固定收益、证券金融、托管、中信期货、金石投资等） 5. 境外业务（里昂资本、中信国际，境外理财，香港上市企业的投融资和增减持等，美元私募股权）

Financing Marketing Intern

• Feb 2021 - Apr 2021

工业互联网&人工智能创业团队/ Industrial Internet Entrepreneurial Team • Financing: Assisted the COO to follow up financing (Series A) and due diligence (Linear Capital, Creo Capital, MatrixPartners China); Analyzed the investors through studying the composition of the shareholders, the financial and political background of the shareholders, invested enterprises, the upstream and downstream technology and the news media • Brand Operation: Completed the design and production of 20 products (business plan, publicity video, official media, office supplies, corporate bank account, data community & cloud computing platform, etc.); Cooperate with more than one hundred merchants to reduce the total cost of purchasing brand advertising materials by 20% Show less

Wealth Mgt Intern

• Dec 2020 - Feb 2021

• Secondary Market Analysis: Assisted manager to provide consulting services and analyzed secondary market; Wrote daily market strategies (resumption of the stock market, market diagnosis, bullish target); Used Wind, MindNode and Excel to build frameworks, analyze clients' stocks, optimized the seller's gold stock system, and analyzed technical indicators such as newly issued funds, valuation of various industries and leading stocks; Optimized the 14 sellers gold stock summary system • Secondary Market Analysis: Assisted manager to provide consulting services and analyzed secondary market; Wrote daily market strategies (resumption of the stock market, market diagnosis, bullish target); Used Wind, MindNode and Excel to build frameworks, analyze clients' stocks, optimized the seller's gold stock system, and analyzed technical indicators such as newly issued funds, valuation of various industries and leading stocks; Optimized the 14 sellers gold stock summary system

Audit Intern

• Jan 2018 - Feb 2018

• Annual Audit: Led the vouching and conducted inventory checking; Conducted revenue, expense, construction in progress and cost detail testing; Made bank confirmation letters, and made confirmation letters of accounts receivable and accounts payable according to the customer Control List; Assisted senior auditor to prepare revenue and expense drafts; Independently modified 2016 Q Tech Pro Forma Financial Statement according to the updated report template of Hong Kong listed companies in 2017, checked the data and assisted the team to issue the three consolidated financial statements after adjustment Show less

Consulting Intern

• Oct 2017 - Dec 2017