Lingzhi Fan

Senior Operations Analyst at Securis Investment Partners LLP
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • Chinese -
  • English -

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Experience

    • United Kingdom
    • Capital Markets
    • 1 - 100 Employee
    • Senior Operations Analyst
      • Jan 2021 - Present

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Senior Auditor Specialist
      • Sep 2014 - Dec 2020

    • Business Consulting and Services
    • 700 & Above Employee
    • Tax Analyst
      • 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.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Credit Operations Analyst
      • 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.

    • Banking
    • 700 & Above Employee
    • Corporate Finance Intern
      • 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.

Education

  • Imperial College London
    Master of Science (MSc), Economics and Strategy of Business
    2013 - 2014
  • University of Warwick - Warwick Business School
    Bachelor of Science (BSc), Accounting and Finance
    2010 - 2013
  • Victoria Junior College
    A-Levels
    2008 - 2009

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