BAICHEN YAN
Intern in project finance department at Shanghai Electric Group Co., Ltd- Claim this Profile
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Chinese Native or bilingual proficiency
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English Professional working proficiency
Topline Score
Bio
Credentials
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Bloomberg Market Concepts
-Oct, 2018- Oct, 2024 -
CFA Level 2
CFA Institute
Experience
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Shanghai Electric Group Co., Ltd
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Mechanical Or Industrial Engineering
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700 & Above Employee
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Intern in project finance department
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Sep 2019 - Present
Assisted in the financing of overseas electrical projects, including negotiating with the capital side and project side, preparing related materials, matching and closing deals, etc Participated in asset valuation and the establishment of letter of guarantee Assisted in the financing of overseas electrical projects, including negotiating with the capital side and project side, preparing related materials, matching and closing deals, etc Participated in asset valuation and the establishment of letter of guarantee
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China Post Group Corp.
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China
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Freight and Package Transportation
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1 - 100 Employee
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Culture & propagandize specialist
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Sep 2017 - 2018
Took charge of the organization, approval and preparation of various meetings and activities, and supervised theprocedures of project record approvalAssisted in the promotion of corporate culture within the enterprise, and use the H5 platform to produce the internal journalof the enterpriseOrganized corporate volunteer activities to promote corporate culture, enhance internal cohesion, and create a diversifiedworking environment
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Branch Finance Manager
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Sep 2016 - Sep 2017
Developed High-Net-Worth-Individuals and maintained customer relationsConsulted in individualized asset allocation and made investment financial advices to the different customersEvaluated the risk preferences of customers, and gave investing suggestions to customersAnalyzed customers via big data approaches, as well as sales performance, and made suggestions based on data
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Banking Specialis
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Feb 2015 - Sep 2016
Used the billing system to complete daily account clearing, updated documents such as savings management regulationsSupervised tellers’ daily duties, checked-and-approved customer-related operations and took lead in operational riskcontrolsTrained tellers on basic skills of checking notes and counting notes, and led the new staff to be familiar with the businessconsultation process
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Bank Teller
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Aug 2014 - Feb 2015
Handled deposit and withdrawal, interest calculation business, including input computer accounting, printing vouchers,deposit certificatesTook charge of printing the list of corporate accounts, statements, etc.Assisted to open debit card, online banking, payroll and other batch business
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Education
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2018 - 2019
University of Exeter
Master's degree, MSc Finance and Investment -
2010 - 2014
University of Shanghai for Science and Technology
Bachelor's degree, Finance
Community
