Experience

Fortis Lux Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Professional

  • Mar 2019 - Present

  美国 纽约州 纽约



Industrial and Commercial Bank of China

• China
• Banking
• 700 & Above Employee

• Associate Corporate Finance

  • May 2017 - Aug 2017

  Kunming, Yunnan • Financial Analysis: Charted local companies' statements and financial documents with Excel to analyze the financial position. Wrote financial analysis reports (including the balance sheet analysis, cost-benefit analysis, and cash flow analysis) • Credit & Risk Manage: Wrote credit investigation report for loan portfolios, Performed risk analysis and trend analysis of corporates business situation. • Assisted in financial due diligence, declaration, feedback reply, material… Show more • Financial Analysis: Charted local companies' statements and financial documents with Excel to analyze the financial position. Wrote financial analysis reports (including the balance sheet analysis, cost-benefit analysis, and cash flow analysis) • Credit & Risk Manage: Wrote credit investigation report for loan portfolios, Performed risk analysis and trend analysis of corporates business situation. • Assisted in financial due diligence, declaration, feedback reply, material collection, and compilation account reconciliations. Show less



Global Institute (GIME) of Management and Economics, DUFE

• Marketing Manager

  • Nov 2014 - Nov 2015

  Dalian, China • Operations: Initiated and managed sales projects, organized a team of 5 people to maintain profitable and efficient business operations via weekly meetings, database management, and actively enhanced customer communications. • Industry Research: Evaluated market potential to determine operational requirements. Used R to visualize complex dataset and implemented descriptive analysis, Identified potential customer needs and target client groups. Completed the motivation analysis of the… Show more • Operations: Initiated and managed sales projects, organized a team of 5 people to maintain profitable and efficient business operations via weekly meetings, database management, and actively enhanced customer communications. • Industry Research: Evaluated market potential to determine operational requirements. Used R to visualize complex dataset and implemented descriptive analysis, Identified potential customer needs and target client groups. Completed the motivation analysis of the consumption upgrade. • Public Relations: Negotiated, and secured new relationships with local organizations, raising funds for campaigns and operating budgets. • Marketing & Promotion: Launch a series of integrated marketing campaigns and social events to drive brand awareness and improve client loyalty. Show less