Xinye Song CFA

Head of Fund Research at JD Finance
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Contact Information
us****@****om
(386) 825-5501
Location
Chaoyang District, Beijing, China, CN
Languages
  • English -
  • Chinese (Simplified) -
Skills

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Credentials

  • CFA
    -

Experience

  • JDT
    • China
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Head of Fund Research
      • Jul 2017 - Present

      Having established the mutual fund selection and appraisal system independently: by assigning various weights to the multi-period relative performance, facilitated by incorporating a series of other risk-adjusted return parameters and qualitative measures based on the fund type accordingly; Construct a monthly-updated selected product pool to accommodate regular operation request;  Leading fund diagnostic project :scoring fund products from profitability, performance sustainability, return stability and other dimensions to form a cobweb map, providing a basis for investors to purchase fund or adjust their positions;  Initiating and conducting dozens of field or telephone interviews with top tier fund houses investment team and fund managers, including China Asset Management, Harvest fund, E-fund, China Universal etc. , providing in-depth report and assisting JD Finance robo-advisory team with their portfolio screening;  In charge of the ”Unlock the fund investment secret” report: this project is aimed at the professional investment and research personnel of more than 100 fund houses: invite them to fill up monthly updated questionnaire and publish the statistics with recommended fund accordingly;  Actively involve in all other kinds of daily work, providing professional advice ,including but not limited to discretionary account management, big-data fund, product/hot market issue etc.; Show less

  • Beijing Hengchanglitong Investment Management Co. Ltd.
    • Beijing City, China
    • Director of strategic cooperation
      • Sep 2016 - Jun 2017

       Responsible for establishing strategic partnership between the company and local banks in areas including: custody of P2P client funds, P2P supplementary financing, referral of the credit card applicants declined by the banks etc.;  On behalf of the Strategic Planning Centre ,lead the company's wealth management upgrade program: ready to provide relevant advice and oversee the implementation plan for aspects ranging from product line expansion, service upgrading, process management etc.  Participate in company’s M&A projects: heavily involve in conducting the feasibility analysis of the strategic investment, business negotiations and project follow-ups;  Write research reports in fields of internet finance, mutual funds, third-party payment and led the discussion at the executive meetings; Show less

  • CrediteEase Investment Consulting Co., LTD.
    • Beijing City, China
    • Assistant General Manager
      • Sep 2012 - Sep 2016

      --Joined the firm during the start-up period, responsible for recruiting, and drafting all kinds of supporting documents; in charge of communication with regulatory authorities at all levels ; led the team to successfully obtain the Mutual Fund Sales License issued by CSRC in Feb. 2013 --Independently initiated and fostered co-operation with over 50 fund houses, including prestigious first-tier companies of ChinaAMC, Harvest, China Universal etc.; designed various types (online/ offline) of marketing campaign and overseeing the outcome --Collaborated with the product manager in mutual funds to development customized products; to be responsible for the assessment of various types of mutual funds, separate account products and provided focused promotion solutions. The firm has realized cumulative sales of mutual funds at nearly 4 billion since 2015, for which equity shares accounted for over 90% of the size; key products brought investors considerable return; --Drafting the prospectus for the firm’s in-house innovative product :Guanchao HS300 Index- linked products which delivered satisfactory results by employing algorithm techniques to replicate the HS 300 index future options ; prepared the relevant marketing material; --Wrote mutual fund analysis report by using database of Wind, Morning star etc.; --Involved in the firm’s daily management; --Responsible for communication with regulators concerning the entity’s daily operation and compliance Show less

  • CreditEase Investment Consulting (Beijing) Co., LTD.
    • Beijing City, China
    • Assistant General Manager
      • Sep 2012 - Sep 2016

       To establish a broad and deep relationship with the leading domestic fund companies: independently；initiated and fostered co-operation with over 50 fund houses, including prestigious first-tier companies of ChinaAMC, Harvest, China Universal etc.; designed various types (online/ offline) of marketing campaign and overseeing the outcome;  Collaborated with the domestic first-class private company: Perseverance Asset Management (Gaoyi),Topfund (Yongfeng) etc. in terms of maintaining close and frequent interaction;  Joined the firm during the start-up period, responsible for recruiting, and drafting all kinds of supporting documents; in charge of communication with regulatory authorities at all levels ; led the team to successfully obtain the Mutual Fund Sales License issued by CSRC in Feb 2013;  Acting as a key member , took part in the consolidation of the parent company’s private fund unit into Puze Platform in order to meet the renewed compliance rules ; responsible for regular communication and relationship maintenance;  In charge of the innovation of internet fund sales: formed partnerships with internal online APPs: Zhiwang, YRD (Nasdaq listed company), Toumi RA together with external independent fund distributor: Jijindou etc. ,providing specific fund products and marketing packages accordingly;  The firm has realized cumulative sales of mutual funds at nearly 7 billion by the end of Jun 2016, for which equity shares accounted for over 90% of the total size;  As the head of Shanghai Office till Dec 2015 (the branch office was integrated into parent Company’s product department since then), led the team to lecture and coach near 5000 wealth advisers ; providing promotional material and timely marketing analysis to facilitate fund sale;  Involved in the firm daily management; Show less

  • Cheung Kong Graduate School of Business
    • China
    • Higher Education
    • 100 - 200 Employee
    • MBA student
      • Oct 2010 - Jul 2012

      Graduated with distinctions Graduated with distinctions

  • HFT Investments
    • Financial Services
    • 1 - 100 Employee
    • Senior Sales Manager
      • Dec 2006 - Sep 2010

      Responsible for the entire Fortis Haitong product line sales in Shenzhen,Guangxi and Hainan;Responsible for sales promotion and marketing cooperation with the local banking authorities Responsible for the entire Fortis Haitong product line sales in Shenzhen,Guangxi and Hainan;Responsible for sales promotion and marketing cooperation with the local banking authorities

Education

  • CheungKong Graduate School of Business
    Master of Business Administration (M.B.A.), Finance and Financial Management Services
    2010 - 2012
  • University of Toronto - University College
    Bachelor's degree, Economics
    2003 - 2006

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