Xinran Zhao

Equity Analyst at Desautels Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

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Credentials

  • Bloomberg Market Concepts (BMC)
    Bloomberg LP
    Jun, 2022
    - Nov, 2024

Experience

    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Equity Analyst
      • Jun 2022 - Present

    • Sustainability Equity Analyst
      • Jun 2022 - Nov 2022

      · Monitor stocks within the Socially Responsible Investing (SRI) fund of Desautels Capital Management. · Conducting due diligence investigation using Excel sheets using screening and rating methods. · Reviewing and researching company profiles and data for final stock-pitching decisions.

    • Canada
    • Retail Luxury Goods and Jewelry
    • 1 - 100 Employee
    • Payment Operation Representative
      • Jun 2022 - Nov 2022

      · Perform Anti Money Laundering process for suspicious orders. · Confirm and investigate large payment transactions and file LCTR reports.· Verify and execute in-store, web and phone orders.· Conduct KYC processes and fraud analysis for credit applications.· Assist stores for daily operations. · Perform Anti Money Laundering process for suspicious orders. · Confirm and investigate large payment transactions and file LCTR reports.· Verify and execute in-store, web and phone orders.· Conduct KYC processes and fraud analysis for credit applications.· Assist stores for daily operations.

    • United States
    • Professional Services
    • 700 & Above Employee
    • Consulting Intern
      • Jun 2021 - Sep 2021

      · Operated Auto Total Remuneration Surveys, including data collecting, cleaning, reports generating, and publishing. · Provided compensation and benefits data analysis as per clients’ customized requests. · Composed a report on new energy vehicles with engaging teamwork. · Operated Auto Total Remuneration Surveys, including data collecting, cleaning, reports generating, and publishing. · Provided compensation and benefits data analysis as per clients’ customized requests. · Composed a report on new energy vehicles with engaging teamwork.

    • China
    • Higher Education
    • 700 & Above Employee
    • Research Assistant
      • Mar 2021 - Sep 2021

      • Investigated and strengthened the risk and asset management of the state-owned fund company and its subsidiaries.• Our team investigated and interviewed seven subsidiaries and composed a report • Investigated and strengthened the risk and asset management of the state-owned fund company and its subsidiaries.• Our team investigated and interviewed seven subsidiaries and composed a report

    • Judge assistant
      • Jul 2018 - Aug 2018

      • Responsible for the text processing skills of official documents, organized more than 100 civil copies, took the records oftrials and mediations, drafted and issued more than 50 civil cases.• Participated in civil dispute mediation, communicated with extensive groups from enterprises to low-income people,established strong skills in communication.• Responsible for auditing cases with over 100 million CNY value in total. • Responsible for the text processing skills of official documents, organized more than 100 civil copies, took the records oftrials and mediations, drafted and issued more than 50 civil cases.• Participated in civil dispute mediation, communicated with extensive groups from enterprises to low-income people,established strong skills in communication.• Responsible for auditing cases with over 100 million CNY value in total.

Education

  • McGill University - Desautels Faculty of Management
    Master of Management in Finance, Finance
    2022 - 2023
  • McGill University
    Bachelor of Arts - BA, Economics
    2019 - 2022
  • Fu Jen Catholic University
    Bachelor of Laws - LLB, Law
    2019 - 2019
  • East China Normal University
    Bachelor of Laws - LLB
    2017 - 2019

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