Experience

Taikang Asset Management

• Financial Services
• 100 - 200 Employee

• Fixed income trading

  • Aug 2021 - Present



CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Asset Management

  • Oct 2020 - Present



长安国际信托股份有限公司

• China
• 1 - 100 Employee

• Investment Assistant

  • Dec 2017 - Present

  · Execute and report trade orders for the both bond market and stock market · Maintain good relationship with counterparties, including issuers, investors, etc. · Assist members of the investment committee to implement the investment strategy based on the current economic trend · Monitor and maintain appropriate financial controls, policies, procedures and systems to support existing operations · Execute and report trade orders for the both bond market and stock market · Maintain good relationship with counterparties, including issuers, investors, etc. · Assist members of the investment committee to implement the investment strategy based on the current economic trend · Monitor and maintain appropriate financial controls, policies, procedures and systems to support existing operations



BGI Genomics

• Biotechnology
• 700 & Above Employee

• Assistant to General Manager

  • Sep 2016 - Aug 2017



国金基金管理有限公司

• China
• Capital Markets
• 1 - 100 Employee

• Fund Accountant intern

  • Feb 2016 - Jun 2016

  · Assist trading team to deal with the custodian and ensure the operation of transactions · Calculate daily Net Asset Values and assist with cash management · Responsible for registration of both capital accounts and securities accounts · Assist trading team to deal with the custodian and ensure the operation of transactions · Calculate daily Net Asset Values and assist with cash management · Responsible for registration of both capital accounts and securities accounts



Haitong Securities

• China
• Investment Banking
• 400 - 500 Employee

• Comprehensive assistant intern

  • Jul 2015 - Aug 2015

  · Assist customers with registering personal accounts and provide clients with appropriate solutions for their needs · Help clients pursue their financial goals by recommending suitable investment products and services · Assist customers with registering personal accounts and provide clients with appropriate solutions for their needs · Help clients pursue their financial goals by recommending suitable investment products and services



西部证券股份有限公司

• China
• Capital Markets
• 1 - 100 Employee

• Financial Advisor intern

  • Jul 2014 - Aug 2014

  Provide investment solutions to customers based on a comprehensive financial planning approach； Responsible for personal production goals and customer service objectives. Provide investment solutions to customers based on a comprehensive financial planning approach； Responsible for personal production goals and customer service objectives.