Lingzhi Fan
Senior Operations Analyst at Securis Investment Partners LLP- Claim this Profile
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Bio
Experience
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Securis Investment Partners LLP
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United Kingdom
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Capital Markets
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1 - 100 Employee
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Senior Operations Analyst
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Jan 2021 - Present
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RBS
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United Kingdom
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Banking
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700 & Above Employee
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Senior Auditor Specialist
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Sep 2014 - Dec 2020
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Tax Analyst
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Aug 2013 - Sep 2013
• Assisted in audit of 5 companies in manufacturing and service industries. • Audited corporate financial statements, spot-checked original vouchers and produced draft analysis reports for internal review by senior auditors. o Consolidated final audit reports used by senior auditors for client presentations. • Drafted proposal for extending new business line (private service) to potential new clients. o Analysed over 200 companies based on their IPO potentials, tax advisory necessity etc.
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Credit Operations Analyst
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Jun 2013 - Aug 2013
• Acted as an intermediary to assist People’s Bank of China (PBOC), China’s central bank, with the annual inspection of corporate loan cards for over 300 companies. • Performed drawdowns, rollover and repay cases for Global Banking and Commercial Banking clients. • Acted as an intermediary to assist People’s Bank of China (PBOC), China’s central bank, with the annual inspection of corporate loan cards for over 300 companies. • Performed drawdowns, rollover and repay cases for Global Banking and Commercial Banking clients.
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Bank of China
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Banking
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700 & Above Employee
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Corporate Finance Intern
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Mar 2012 - Apr 2012
• Performed due diligence and analysed clients’ credit ratings to minimise default risk. • Completed consumer finance projects including mortgage and car financing. • Authored contracts for credit loan companies in Southeast China valued between £2M - £10M. • Pitched consumer loan products to potential clients weekly through meetings and social visits. • Worked with team of sales representatives to implement customer relationship management initiatives. • Collaborated with asset appraisal officer to develop mortgage-backed credit loan cases; finalized covenants through evaluation and validation of property collaterals.
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Education
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Imperial College London
Master of Science (MSc), Economics and Strategy of Business -
University of Warwick - Warwick Business School
Bachelor of Science (BSc), Accounting and Finance -
Victoria Junior College
A-Levels