Xiaoyuan Wu

Research Intern at Z-Ben Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Columbus, Ohio, United States, US
Languages
  • English Full professional proficiency
  • Chinese Native or bilingual proficiency

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Bio

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Experience

    • China
    • Business Consulting and Services
    • 1 - 100 Employee
    • Research Intern
      • Sep 2015 - Present

  • Xiamen International Trust
    • Pudongxin District, Shanghai, China
    • Finance Intern
      • Jun 2015 - Sep 2015

      Reviewed projects and presented a summary to the risk control committee. Performed analysis on financial statements, legal documents, regulatory items, current market opportunity, investment modeling, and other specific items. -Gathered and reviewed various types of financial statements and legal documents, and additional supporting credit documents for new and existing borrowers -Assisted teams in completion of due diligence processes or special projects to meet timelines on loans or security transactions. -Analyzed the financial data to compute the benefits and risks related to the trust investments Show less

    • Hong Kong
    • Banking
    • 700 & Above Employee
    • Finance Intern
      • May 2013 - Jun 2013

      I completed a summer internship with China Construction Bank Corporation to process and complete letters of credit and related financial transactions by collecting necessary information and evaluating all credit data to ensure bank policy compliance. Key Accomplishment: - I completed document verification quickly and accurately to streamline application approval and denial processes I completed a summer internship with China Construction Bank Corporation to process and complete letters of credit and related financial transactions by collecting necessary information and evaluating all credit data to ensure bank policy compliance. Key Accomplishment: - I completed document verification quickly and accurately to streamline application approval and denial processes

    • Banking
    • 700 & Above Employee
    • Finance Intern
      • Jun 2012 - Aug 2012

      For my internship with the Bank of China, I introduced financial services and products to prospective and new clients by applying effective communication and client relations skills as well as organization for improving process efficiency. Key Accomplishment: - I actively contributed insights and strategic ideas to investment department For my internship with the Bank of China, I introduced financial services and products to prospective and new clients by applying effective communication and client relations skills as well as organization for improving process efficiency. Key Accomplishment: - I actively contributed insights and strategic ideas to investment department

    • United States
    • Higher Education
    • 700 & Above Employee
    • Student Worker, Dinning Service
      • Sep 2009 - May 2011

      As a Dining Attendant for Bernhard Center Cafeteria at the university, I acquired skills in cash management, customer service, and equipment management. I assisted in both opening and closing shifts and resolved customer conflicts if necessary. As a Dining Attendant for Bernhard Center Cafeteria at the university, I acquired skills in cash management, customer service, and equipment management. I assisted in both opening and closing shifts and resolved customer conflicts if necessary.

Education

  • The Ohio State University
    Bachelor's Degree, Finance
    2011 - 2014
  • Western Michigan University
    Bachelor, Accounting
    2010 - 2011

Community

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