Charles Xi, CFA

咨询顾问 at Hundsun
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Contact Information
us****@****om
(386) 825-5501
Location
Shanghai, China, CN
Languages
  • English Professional working proficiency
  • Chinese Native or bilingual proficiency

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Credentials

  • CFA Charterholder
    CFA Institute
    Mar, 2021
    - Nov, 2024

Experience

  • Hundsun
    • China
    • Software Development
    • 200 - 300 Employee
    • 咨询顾问
      • Oct 2022 - Present

      1 Responsible for customer bank summit system developing plan and business research and product design 2 Conduct market research and analysis, find out customer bank`s business developing and needs, and study on innovative products. 3 Update summit products based on customer banks` needs. 4 Coordinate project`s development, testing and implementation, making effort on project progress, and ensure the high quality 5 Feedback for products launch schedule on timely basis, and make summit products training for customer banks Show less

  • LBBW
    • Germany
    • Banking
    • 700 & Above Employee
    • Dealer
      • Aug 2021 - Oct 2022

      1 Meet annul profit target and KPI. 2 Asset liability management, and overall bank`s position management, ensure daily sufficient liquidity, and deal execution in inter bank market. 3 Write market analysis report. 4 Use model to project interest rate move. 5 Establish counter-party relationship and apply line for both sides. 6 Manage FX position, profit maximization. 7 Quote prices based on FTP. 8 Adjust business model, according to regulations. 9 Monitoring limits and ratios 10 Dealing results, and daily P/L. 11 System testing. 12 Apply license to regulators. 13 Write department policies and procedures. Show less

  • NORD/LB
    • Germany
    • Banking
    • 700 & Above Employee
    • Associate Director
      • Oct 2016 - Aug 2021

      1 Meet annul profit target and KPI. 2 Conduct CNY bond investment. 3 Asset liability management, and overall bank`s position management, ensure daily sufficient liquidity, and deal execution in inter bank market. 4 Manage FX position, profit maximization, arbitrage among markets. 5 Maintain good and build new relationship with counter-parties, update KYC on a timely basis, and be the main driver to sign agreement such as NAFUMII. 6 Quote prices based on FTP. 7 Adjust business model, according to regulations. 8 Monitoring limits and ratios. 9 Dealing results and daily P/L. 10 System testing 11 Write market analysis report. Show less

  • First Commercial Bank (FCB)
    • Taiwan
    • Financial Services
    • 200 - 300 Employee
    • Dealer
      • Nov 2014 - Oct 2016

      1 Responsible for Inter-bank borrowing and lending. 2 Responsible for Bond investment. 3 Responsible for FX spot. 4 Internal fund transfer, quote prices, responsible for overall funding position and liquidity. 5 Establish counter-party relationship. 6 Responsible for treasury reports, including 1104 to CBIRC, reports required by H.O.,and report to PBOC. 7 Training and supporting for Xiamen Branch opening. 8 System testing. 9 Daily BOP reporting. 10 Update treasury internal procedures and policies. Show less

  • Dalian Zhangzidao Fisheries Group, Inc.
    • shanghai
    • Accountant
      • Sep 2014 - Nov 2014

      AR&AP Accountant AR&AP Accountant

Education

  • The University of Queensland
    Master of commerce, Finance
    2012 - 2013
  • Southern Cross University
    Bachelor of business, Accounting
    2010 - 2011

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