Jiangying(Rita) Pan

Capital Markets at Hongkun USA
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Languages
  • Chinese Native or bilingual proficiency
  • English Professional working proficiency
Skills

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Bio

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP

Experience

  • Hongkun USA
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Capital Markets
      • Feb 2018 - Present

      • In Charge of setting up Reg D&Reg S Funds • Build up database via Insightly for BD purpose • Review Private Placement Memo, Promissory Notes, LPA and other legal docs related • In Charge of setting up Reg D&Reg S Funds • Build up database via Insightly for BD purpose • Review Private Placement Memo, Promissory Notes, LPA and other legal docs related

  • Broadridge
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Analyst(M&A)
      • Dec 2016 - Nov 2017

      • Analyzed main products of Broadridge through its main business lines and targeted Global Technology Operations to be a potential opportunity to have one or some M&A activities to improve Broadridge’s business • Analyzed the latest market trend of Global Technology Operation business, including post-trading processing, global investment management, etc., and analyzed over 100 Fintech companies in post-trading processing area • Generated due diligence report of target companies including current technology performance and integration • Generated M&A report and reported to the board of directors Show less

  • 兴业基金管理有限公司上海分公司
    • China
    • Capital Markets
    • Trading Assistant
      • Dec 2014 - Feb 2015

      • Wrote daily stock trading reports based on Wind and FinanceChina data to help inform future trading strategy and attended morning meetings with trading team to learn forecasting strategies • Verified critical client information for administration of 50+ investor contracts, ensuring data quality/integrity • Arranged and transcribed over 20 trading department meetings, recording meeting memos for future reference • Wrote daily stock trading reports based on Wind and FinanceChina data to help inform future trading strategy and attended morning meetings with trading team to learn forecasting strategies • Verified critical client information for administration of 50+ investor contracts, ensuring data quality/integrity • Arranged and transcribed over 20 trading department meetings, recording meeting memos for future reference

  • Daxue Consulting
    • China
    • Market Research
    • 1 - 100 Employee
    • Consulting Project
      • Nov 2013 - Jan 2014

      • Assisted a 10-member team in developing a China market entry strategy for a multi-million $ wine distributor • Led data collection (10K and historical data) of wine from the Old and New World in the China market and conducted research of the market’s development in China, including strategies via Google, Baidu and Weibo • Analyzed data collected and developed 20-page presentation comparing different market groups • Built benchmark with PowerPoint and Excel for wine distributors in China including local and foreign brands Show less

Education

  • Fordham Gabelli School of Business
    Master of Science (M.S.), Finance
    2016 - 2018
  • Fudan University
    Bachelor of Science (B.S.), Mathematics
    2012 - 2016

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