Xiaolin Zhou

Analyst at Shanghai Brilliance Credit Rating & Investors Service Co., Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong SAR, HK
Languages
  • 中文 Native or bilingual proficiency
  • English Professional working proficiency
  • Catonese Limited working proficiency

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Credentials

  • CFA Level I exam
    CFA Institute
    Jul, 2015
    - Nov, 2024
  • IIQE(Paper 1,3,5)
    VTC

Experience

  • Shanghai Brilliance Credit Rating & Investors Service Co., Ltd.
    • China
    • Financial Services
    • 1 - 100 Employee
    • Analyst
      • Dec 2015 - Present

      Credit rating of Financial Institutions, Industry Research Credit rating of Financial Institutions, Industry Research

  • SXL Research
    • Shanghai City, China
    • Project Associate
      • Nov 2015 - Dec 2015

  • Prudential
    • Hong Kong
    • Internship
      • Sep 2014 - Jan 2015

      Receive training about financial planning, participated in agency meetings； Study more than 20 real individual cases, exercise sales skills and management ability Receive training about financial planning, participated in agency meetings； Study more than 20 real individual cases, exercise sales skills and management ability

  • Zhejiang Kylin Investment Co. Ltd.(Dexin Holding Group)
    • Hangzhou,China
    • Investment Banking Intern
      • Jun 2013 - Aug 2013

      1. Excellent English presentation skills, translated 6 papers of law documents of New Jersey property fund. 2. Mastered more techniques about fund valuation utilizing Excel, had more practical operational knowledge about REITs, through finishing 2 fund road show slides of Wenzhou and Hangzhou upscale district projects 3. Able to deal with multi-tasks and self-motivated to do things as the administrative manager assistan 1. Excellent English presentation skills, translated 6 papers of law documents of New Jersey property fund. 2. Mastered more techniques about fund valuation utilizing Excel, had more practical operational knowledge about REITs, through finishing 2 fund road show slides of Wenzhou and Hangzhou upscale district projects 3. Able to deal with multi-tasks and self-motivated to do things as the administrative manager assistan

  • Agricultural Bank of China
    • Banking
    • 700 & Above Employee
    • Customer Manager Assistant
      • Jan 2012 - Mar 2012

      1. Applied sales strategies as an efficient team player, developed 10 new VIPs with the colleagues in 50 days, knew of various investment products and introduced them to VIPs 2. Able to work under pressure, assisted more than 60 clients to handle business every day with 0% error, attended investment knowledge training 1. Applied sales strategies as an efficient team player, developed 10 new VIPs with the colleagues in 50 days, knew of various investment products and introduced them to VIPs 2. Able to work under pressure, assisted more than 60 clients to handle business every day with 0% error, attended investment knowledge training

Education

  • 香港浸会大学
    Master’s Degree, Applied Accounting and Finance
    2014 - 2015
  • 浙江工商大学
    Bachelor of Economics, Finance
    2010 - 2014

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