Experience

CHINA CITIC BANK

• Banking
• 400 - 500 Employee

• Credit Analyst

  • Oct 2014 - Present



BOCI

• Hong Kong
• Investment Banking
• 700 & Above Employee

• Fixed Income Analyst

  • Feb 2013 - May 2013

  -Conducted credit analysis for various issuers by preparing concise, critical and well-argued credit proposals -Monitored credit exposure and recommended credit limits or rating scores to portfolio managers Conducted periodic credit reviews while maintaining clear and updated documentation in all credit profiles -Reported significant business events, financial trends, industry developments and other relevant issues relating to the financial position of clients -Conducted credit analysis for various issuers by preparing concise, critical and well-argued credit proposals -Monitored credit exposure and recommended credit limits or rating scores to portfolio managers Conducted periodic credit reviews while maintaining clear and updated documentation in all credit profiles -Reported significant business events, financial trends, industry developments and other relevant issues relating to the financial position of clients



Guangdong International Engineering Consultant Corporation

• Guangzhou, Guangdong, China

• Manager Assistant

  • Jul 2012 - Aug 2012

  -Prepared materials of social environment evaluation reports -Analyzed investment strategies and provided reports for investment decisions -Met with potential partners and prepare analysis reports on their financial status -Prepared materials of social environment evaluation reports -Analyzed investment strategies and provided reports for investment decisions -Met with potential partners and prepare analysis reports on their financial status



Department of Treasury - Internal Revenue Service

• Toledo, Ohio Area

• Tax Consultant, Volunteer Income Tax Assistance Program (VITA)

  • Jan 2012 - Apr 2012

  -Provided tax counseling, interpreted internal revenue regulations and prepared free basic income tax returns for qualifying taxpayers such as persons with disabilities, the elderly and limited English speakers -Prepared more than 20 tax returns for free at site -Provided tax counseling, interpreted internal revenue regulations and prepared free basic income tax returns for qualifying taxpayers such as persons with disabilities, the elderly and limited English speakers -Prepared more than 20 tax returns for free at site



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Intern, Real Estate Management & Advisory

  • Jul 2011 - Jul 2011

  -Supported the marketing, sales and communication initiatives to win and retain client assets under management -Coordinated and completed request for proposals, request for information and due diligence questionnaires -Provided information to marketing officers, responding to client and consultant requests -Developed strong investment and product knowledge within real estate investment products -Supported the marketing, sales and communication initiatives to win and retain client assets under management -Coordinated and completed request for proposals, request for information and due diligence questionnaires -Provided information to marketing officers, responding to client and consultant requests -Developed strong investment and product knowledge within real estate investment products



China Development Bank

• Banking
• 500 - 600 Employee

• Assistant

  • Jul 2010 - Aug 2010

  -Pre-screened credit applications, performed risk assessments, exercised credit approvals and followed up timely fulfillment of outstanding terms and conditions subsequent to loan drawdown -Provided support to credit approval and daily credit monitoring functions. -Ensured all internal credit policies and procedures are adhered to and help to develop or enhance such policies and procedures -Pre-screened credit applications, performed risk assessments, exercised credit approvals and followed up timely fulfillment of outstanding terms and conditions subsequent to loan drawdown -Provided support to credit approval and daily credit monitoring functions. -Ensured all internal credit policies and procedures are adhered to and help to develop or enhance such policies and procedures