Yinqi (Will) Lin
Management Trainee at CITIC Securities- Claim this Profile
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Bio
Credentials
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基金从业资格证
中国基金业协会 -
期货从业资格证
中国期货业协会 -
证券从业资格证
中国证券业协会
Experience
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CITIC Securities
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China
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Investment Banking
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100 - 200 Employee
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Management Trainee
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Mar 2019 - Present
1. Work as a member of Financial Product Research Group, conduct due diligence on over 300 mutual funds & 36 private funds, including investment strategies and operating status; provide product analysis to employees before product launch 2. Work as a member of Quantitative Fund Service Group, provide Prime Broker services to 8 quantitative funds, including customized trading system services, derivatives services and account maintenance services etc. 3. Provide corporate finance services to public & private firms, including share pledge, IPO/SPO services, ABS services, industry/market research services etc. 4. Learn to use financial service tools such as Choice, Wind and X-fund etc. Use the auto Excel functions in Choice to optimize the department routine market reports & financial product reports, now has been adapted by the whole department. Show less
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Societe Generale
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France
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Banking
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700 & Above Employee
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Compliance Intern
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Sep 2016 - Apr 2017
1. Collected and documented internal & external regular policies, summarized and circulated the policies to other departments 2. Supported compliance officers in anti-money laundering inspection as well as other regular compliance inspections required by local (Shanghai) regulators 3. Took charge of the general compliance work during line manager’s leave from November 2016 to April 2017, drafting and delivering compliance reports to local (Shanghai) regulators 1. Collected and documented internal & external regular policies, summarized and circulated the policies to other departments 2. Supported compliance officers in anti-money laundering inspection as well as other regular compliance inspections required by local (Shanghai) regulators 3. Took charge of the general compliance work during line manager’s leave from November 2016 to April 2017, drafting and delivering compliance reports to local (Shanghai) regulators
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Accounting Intern
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May 2016 - Aug 2016
1. Prepared the Balance Sheet and Income Statement for 3 local retailing companies 2. Collected monthly financial data from clients and completed the accounting vouchers 3. Drafted labor contract for clients and provided other human resource consulting services 1. Prepared the Balance Sheet and Income Statement for 3 local retailing companies 2. Collected monthly financial data from clients and completed the accounting vouchers 3. Drafted labor contract for clients and provided other human resource consulting services
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IFX - International Foreign Exchange
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United Kingdom
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Financial Services
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Intern as Foreign Exchange Dealer
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Jul 2015 - Aug 2015
1.Trained for foreign exchange and statistical analyze 2.Mocked as a foreign exchange dealer, participating in foreign exchange trades and writing daily reports 3. Won the Excellent Traders Prize (6 out of 30) 4.Got good command of team work and cross-culture communication skills 1.Trained for foreign exchange and statistical analyze 2.Mocked as a foreign exchange dealer, participating in foreign exchange trades and writing daily reports 3. Won the Excellent Traders Prize (6 out of 30) 4.Got good command of team work and cross-culture communication skills
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Education
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2017 - 2018
Ohio State University
Master Degree, Specialized Master in Business Finance -
2013 - 2017
Shanghai University of Finance and Economics
Bachelor’s Degree of Economics, Finance
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