Kevin Xu

投资银行助理 at 兴业证券股份有限公司
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Ontario, Canada, CA

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • SAS Certified Advanced Programmer for SAS 9
    SAS
    Apr, 2016
    - Nov, 2024
  • Certified Financial Risk Manager (FRM)
    Global Association of Risk Professionals (GARP)

Experience

  • 兴业证券股份有限公司
    • China
    • Capital Markets
    • 1 - 100 Employee
    • 投资银行助理
      • Apr 2022 - Present

      IPO项目：深入参与高精智能机床制造企业科创板IPO项目，协助完成访谈问题拟定，研究报告撰写，项目尽职调查底稿定制，招股书草拟等事宜，使用财务模型对公司进行估值 财务尽职调查：参与财务项目尽调，审核各项资料:公司银行账户，自然人财务流水，数理各类工商信息，成本及各项费用明细 法律尽职调查：完成历史股东确认，核查董监对外投资情况，核查子公司、分公司、关联方等，数理风险并提出规避方案 IPO项目：深入参与高精智能机床制造企业科创板IPO项目，协助完成访谈问题拟定，研究报告撰写，项目尽职调查底稿定制，招股书草拟等事宜，使用财务模型对公司进行估值 财务尽职调查：参与财务项目尽调，审核各项资料:公司银行账户，自然人财务流水，数理各类工商信息，成本及各项费用明细 法律尽职调查：完成历史股东确认，核查董监对外投资情况，核查子公司、分公司、关联方等，数理风险并提出规避方案

  • RBC
    • Canada
    • Banking
    • 700 & Above Employee
    • 信用风险分析员
      • Dec 2021 - Mar 2022

      辅助建立和完善风险监测体系:VAR, 定价模型，套利指标，梳理与完善风险监测指标，识别和计量各项风险，并出具评估报告； 协助建立在交易对手信用风险报告之间的陈述的一致性，根据要求完成及时和准确的交易对手信用风险报告； 负责生产保证金贷款和证券贷款的风险捕获和报告过程，并确保结果的准确性； 审查结算和其他业务报告，以与交易对手信用风险相关，并突出恶化趋势； 辅助建立和完善风险监测体系:VAR, 定价模型，套利指标，梳理与完善风险监测指标，识别和计量各项风险，并出具评估报告； 协助建立在交易对手信用风险报告之间的陈述的一致性，根据要求完成及时和准确的交易对手信用风险报告； 负责生产保证金贷款和证券贷款的风险捕获和报告过程，并确保结果的准确性； 审查结算和其他业务报告，以与交易对手信用风险相关，并突出恶化趋势；

  • Bank of China
    • Banking
    • 700 & Above Employee
    • Junior Account Executive
      • Apr 2019 - Mar 2021

      Conduct field visit and industry analysis to more than 30 enterprises ranging from tech to biochemistry, to review the company loans qualification Providing loan support for clients by learning about and satisfying their needs according to the income statement, balance sheet and cash flow statement, see the bill amount and statement can be matched Building long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience Show less

  • 上海银行股份有限公司信用卡中心
    • China
    • Financial Services
    • 1 - 100 Employee
    • Credit Analyst
      • Apr 2018 - Apr 2019

      • Assisted in filtering the potential clients, analyzing the database including text response and phone duration of different regions and time points, summarizing the report to customer service department for conductingbusiness • Involved in building the filtering models, translating the existed database into Excel pivot table, then generating the model through SQL and providing to the related departments • Involved in the overall planning of information resource management of the company, optimized, updated and improvedthe model based on existing loan and insurance database • Became proficient in using software like Oracle, SQL; Built model for the new quarter in cooperation with colleague and effectively promoted the business performance; Show less

Education

  • DeGroote School of Business - McMaster University
    Master's degree, Finance
    2021 - 2022
  • Purdue University
    Bachelor’s Degree, Mathematics and Statistics
    2014 - 2017

Community

You need to have a working account to view this content. Click here to join now