Pengyuan Qu

Investment Banking Analyst at CITIC Securities
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong, Hong Kong SAR, HK
Languages
  • 中文 Native or bilingual proficiency
  • 英文 Full professional proficiency

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Experience

  • CITIC Securities
    • China
    • Investment Banking
    • 100 - 200 Employee
    • Investment Banking Analyst
      • May 2023 - Present

  • Oaklyn Investment
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Research Intern
      • Jan 2023 - Mar 2023

      Analyzed market size, competition, and supply chain dynamics of leading Contract Research Organizations (CRO) companies, WuXi AppTec and Pharmaron Beijing, to predict future industry trends and identify threats Generated a research report on the CRO industry with yield comparisons, valuation methods, and CAPM models Pitched a buy on WuXi AppTec, the leader in China’s CRO space, based on its strong position in the CRO Space, favorable industry trends, diversified customer base, and strong financials Show less

  • Golden Eagle Asset Management Co.,Ltd
    • Guangzhou, Guangdong, China
    • Bond Sales Intern
      • May 2022 - Aug 2022

      Collected and verified data for Golden Eagle Yuanqi Credit Bond using Wind and Python, updating interval gain and compounded yield Advised on product positioning strategy and provided customized fund allocation recommendations to clients based on individual risk appetite Collected and verified data for Golden Eagle Yuanqi Credit Bond using Wind and Python, updating interval gain and compounded yield Advised on product positioning strategy and provided customized fund allocation recommendations to clients based on individual risk appetite

  • Agricultural Bank of China
    • Banking
    • 700 & Above Employee
    • Private Wealth Management Intern(Assistant to Customer Department Director)
      • May 2021 - Aug 2021

      Analyzed the needs and developed a tailored asset allocation strategy for consumer, balancing preservation, appreciation,healthcare, pension, and business risk considerations Conducted a comprehensive market analysis to inform asset allocation decisions, considering the macroeconomic, stock, bond,precious metals, and foreign exchange market trends and fundamentals Recommendedadiversifiedportfoliowith10%cash,50%fixedincome,25%equities,10%insurance,and 5%preciousmetals, tailored to meet consumer’s liquidity and income requirements Show less

Education

  • The University of Iowa Tippie College of Business
    Bachelor's degree, Finance
    2019 - 2023
  • The Johns Hopkins University
    Master of Science - MS, Business analytics and risk management
    2023 - 2024

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