Yinuo Lan

信用研究实习 at 兴业经济研究咨询股份有限公司
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Contact Information
us****@****om
(386) 825-5501
Location
Shandong, China, CN
Languages
  • Chinese Native or bilingual proficiency
  • English Full professional proficiency

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Credentials

  • Chartered Financial Analyst (CFA)
    Chartered Financial Analyst (CFA)
    Aug, 2019
    - Nov, 2024
  • Accounting qualification certificate of China
    Accoungting China
    Apr, 2016
    - Nov, 2024
  • CFA I
    CFA Institute

Experience

  • CIB Research
    • China
    • Business Consulting and Services
    • 1 - 100 Employee
    • 信用研究实习
      • Sep 2019 - Present

  • Alliance Manchester Business School
    • United Kingdom
    • Higher Education
    • 500 - 600 Employee
    • 学生
      • Sep 2018 - Present

  • Wewant Capital Asset Management
    • Chengdu, Sichuan, China
    • Junior Trader
      • Feb 2018 - Aug 2018

      - Retrieve market quote prices of currency pairs to back-test performances of trading strategies; - Discuss and draft trading systems, actualize and renew algorithms of trading systems at Expert Advisor(EA) based on the trading platform MetaTrader4. Work creatively on FX Carry Trade strategies and Correlation-Based mean-reversion strategies; - Write professional transaction logs about forex trading. Complete and update research reports, present research topics, hold meetings and take notes for record retention and further discussion. - Manage mini account and trade in forex spot market, and then trade in personal account over one year, have reached stable investment income and familiar with position management using leverage. Show less

  • Industrial and Commercial Bank of China
    • China
    • Banking
    • 700 & Above Employee
    • Business Department Intern
      • Jul 2017 - Sep 2017

      - Check financial statements of each subbranch and department. Verify authenticity of journal entries, contracts, bank slips, fixed assets, and inventories; - Collect strategic and financial information from clients and drafted reports. Provide assistance to clients with questions about saving account services and investment portfolio products. - Check financial statements of each subbranch and department. Verify authenticity of journal entries, contracts, bank slips, fixed assets, and inventories; - Collect strategic and financial information from clients and drafted reports. Provide assistance to clients with questions about saving account services and investment portfolio products.

  • Taikang Insurance Group Inc.
    • China
    • Insurance
    • 100 - 200 Employee
    • Business Department Intern
      • Jan 2017 - Feb 2017

      - Create and maintain a relationship with client’s board and management, assist in designing training contents to salesmen and provide consultations to clients about insurance products. - Create and maintain a relationship with client’s board and management, assist in designing training contents to salesmen and provide consultations to clients about insurance products.

  • PalmDrive, Inc.
    • United States
    • Higher Education
    • 1 - 100 Employee
    • Sales Associate
      • Jul 2016 - Sep 2016

      - Maintain marketing channels, collect information for sales, assist in marketing goals and strategies. - Maintain marketing channels, collect information for sales, assist in marketing goals and strategies.

Education

  • Alliance Manchester Business School
    Master's degree, Quantitative Finance
    2018 - 2019
  • Southwestern University of Finance and Economics
    Bachelor's degree, Investments and Securities
    2014 - 2018

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