Guangyuan Liu , FRM
at Huachuang Securities LLC- Claim this Profile
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Bio
Credentials
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FRM
GARP FRM ProgramFeb, 2022- Nov, 2024 -
会计从业资格
中国财政部Jan, 2014- Nov, 2024 -
全国计算机二级证书
教育部考试中心Mar, 2012- Nov, 2024 -
国家法律职业资格证书
中国司法部 -
证券从业资格证书
中国证券业协会
Experience
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华创证券有限责任公司
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China
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Capital Markets
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1 - 100 Employee
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Apr 2020 - Present
Market risk measurement and Research of fixed income and equity proprietary portfolios; Valuation work in NEEQ stocks; Comprehensive Stress Test in Securities Company; In Charge of the Surveillance System of Institutional Risk Control Indicators; Counterparty Industry Risk Research
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Jan 2020 - Mar 2020
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PwC
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Professional Services
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700 & Above Employee
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Tax Advisory
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May 2019 - Jun 2019
Routine work: Familiar with PwC's various work tools, assist in the adjustment of clients tax returns; Tax consulting and clients' industry research work: including collecting and sorting out relevant tax policies, regulations, and previous similar cases for helping the startup of cross-border e-commerce by a local government and doing the Research work. Pre-industry research on the cloud computing business model of the client Tencent Holdings, especially for the subdivision areas with PaaS, and SaaS businesses with writing an internal research report. Show less
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摩根士丹利华鑫基金管理有限公司
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China
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Business Consulting and Services
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1 - 100 Employee
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Analyst Intern
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Feb 2019 - Apr 2019
Conduct compliance review on both Chinese and English version of the annual and quarterly reports of the MSHF's 25 public offering funds; Compile the prospectus summary and commitment letter of the funds to be launched according to the materials submitted by the MSHF's various departments; Regularly Query and Supervise the data report to each regulatory system and the delivery situation especially for the report on abnormal reporting; Conduct daily new regulations on major platforms including FIRST with updating and sorting out the new regulations in public funds industry; input and check the XBRL platform of fund annual reports and quarterly reports; Regularly write personal investment research reports and try to seek advice from portfolio managers with discussing the research methods; Study the combing and realization of related indicators in ESG investment research. Show less
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Guizhou Huarui Xinding Financial Advisory Co.,Ltd
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Guiyang, Guizhou, China
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Assistant in Finance Department -Intern
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Jan 2018 - Apr 2018
对贵州省内的 PPP 项目进行投前财务报表、政策法规可行性研究分析,撰写普定“灯盏河”度假景区项目可研报告一份; 撰写项目融资设计方案、进行项目地尽职调查,推动贵州大龙易地扶贫项目社会责任债融资方式初步达成 对贵州省内的 PPP 项目进行投前财务报表、政策法规可行性研究分析,撰写普定“灯盏河”度假景区项目可研报告一份; 撰写项目融资设计方案、进行项目地尽职调查,推动贵州大龙易地扶贫项目社会责任债融资方式初步达成
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北京久富投资管理有限公司
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China
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Investment Management
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Assistant Analyst - Intern
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Jun 2015 - Aug 2015
• I did the Fundamental analysis to the Spring Airlines and Red Dragonfly for Company Investment Decision, found the competence deficiency • I did the discussion with other Researchers around the professional problems, compiled the information to different investment style threre • I did the Fundamental analysis to the Spring Airlines and Red Dragonfly for Company Investment Decision, found the competence deficiency • I did the discussion with other Researchers around the professional problems, compiled the information to different investment style threre
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China Merchants Bank
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China
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Banking
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700 & Above Employee
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Marketing Assistant-Intern
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Jan 2015 - Jun 2015
• I did the cold call, bank product market research and Retail client data analysis for the marketing support • I was Responsible for the cooperation of Fund Deposite Management with local Security Trade Huachuang Securities Co.,Ltd. • I did the cold call, bank product market research and Retail client data analysis for the marketing support • I was Responsible for the cooperation of Fund Deposite Management with local Security Trade Huachuang Securities Co.,Ltd.
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Education
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Guizhou University
Master degree, Finance -
Guizhou University
Bachelor, Finance