JIAYI LIU

Equity&Bond Capital Market Sales(Investment Banking Department) at Guangzhou Securities Co., Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Guangzhou, Guangdong, China, CN
Languages
  • Chinese(Mandarin) Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency
  • English Full professional proficiency
Skills

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)(level 1, pursuing level 2)
    CFA Institute
  • The fund qualification certificate
    AMAC
  • The securities qualification certificate
    SAC

Experience

  • Guangzhou Securities Co., Ltd.
    • China
    • Financial Services
    • 1 - 100 Employee
    • Equity&Bond Capital Market Sales(Investment Banking Department)
      • Aug 2016 - Present

      Responsibilities and Achievements Provided support on ECM&DCM underwriting of various types of investment banking products, including but not limited, secondary private offering, convertible bond, exchangeable bond, rights offering, corporate bond and other financing activities, e.g. buyout fund, ABS, M&A loan, stock collateral loan, etc. Developed and maintained client base with investment teams in public funds, securities, banks, trusts, insurances, private funds and other industrial capitals in local and PRC markets. Now maintaining relationship with about 170 institutions. Familiar with investment preference in all kinds. Provided related support on research, financial analyses, data mining and evaluation activities. Kept track on latest regulation, macroeconomic trends and market activities. Prepared regular ECM and DCM updates. Assisted in the arrangement and coordination of relevant events whenever necessary, e.g. online and offline roadshows, field visits and other meetings, etc. Prepared related documents including sales memos, syndicate briefing documents, roadshow materials, PowerPoint presentations, internal proposals, etc. Specific Project Experience As the main sales executor, coordinated pricing and sales activities for a convertible bond issue (300168.SZ), organized two big roadshows with more than 100 participants and several one-to-one roadshows, successfully raised 1.2 B with lowest abandoning rate as yet. Coordinated sales activities for two secondary private offerings (002678.SZ) (300482.SZ), through widely and targeted recommendation, assisted in accomplish 1.8 B difficult issue. Coordinated sales activities for three exchangeable bond issues (300322.SZ) (600180.SH) (603508.SH), helped design terms through communicating with the market, assisted in accomplish 1.2 B difficult issue. As one of the main sales team members, completed sales activities of two secondary private offerings, two rights offerings, and several corporate bond issues. Show less

  • Vision Global Consulting. INC
    • Financial Analyst Intern at Vision Global Consulting INC
      • Feb 2016 - Apr 2016

      • Interview loan applicants, understand clients’ need and give initial consultation • Review credit reports, financial statements, tax returns and documents related to real estate property • Perform P&L analysis, prepare summaries and offer opinions and recommendations concerning the credit-worthiness of applicants to loan manager, leading to loan approvals of over $9 million • Perform due diligence, communicate with applicants and brokers to assure accuracy of information • Interview loan applicants, understand clients’ need and give initial consultation • Review credit reports, financial statements, tax returns and documents related to real estate property • Perform P&L analysis, prepare summaries and offer opinions and recommendations concerning the credit-worthiness of applicants to loan manager, leading to loan approvals of over $9 million • Perform due diligence, communicate with applicants and brokers to assure accuracy of information

  • Sole Strivers Financial Fitness, LLC
    • Market Research Intern
      • Jan 2016 - Feb 2016

      • Researched and analyzed over 50 Financial Fitness companies in order to author the strategic plan • Researched and analyzed over 50 Financial Fitness companies in order to author the strategic plan

Education

  • Fordham University
    Master of Science (MS), Global Finance
    2014 - 2016
  • Arkansas State University
    Exchange Program, Finance
    2011 - 2012
  • South China Agriculture University
    Bachelor's degree, BS, Human Resources Management, Minor in Finance
    2010 - 2014

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