YUANPING XU
IBD Intern at CITIC Securities Company Limited- Claim this Profile
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English Full professional proficiency
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Chinese Native or bilingual proficiency
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French Elementary proficiency
Topline Score
Bio
Credentials
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The Securities Qualification Certificate
The Securities Association of ChinaSep, 2019- Nov, 2024 -
Chartered Financial Analyst (CFA) Level 2
CFA InstituteAug, 2019- Nov, 2024 -
Chartered Financial Analyst (CFA) LEVEL 1
CFA InstituteAug, 2018- Nov, 2024
Experience
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CITIC Securities Company Limited
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China
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Investment Banking
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700 & Above Employee
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IBD Intern
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2019 - Present
Replied IPO feedback, analyzed case and replied questions of finance part; Collected and analyzed data of Rural Commercial Bank for IPO feedback; Prepared minutes of meeting, made pitch book (industry part) for creating tea industry fund. Replied IPO feedback, analyzed case and replied questions of finance part; Collected and analyzed data of Rural Commercial Bank for IPO feedback; Prepared minutes of meeting, made pitch book (industry part) for creating tea industry fund.
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China Merchants Securities Co., Ltd.
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China
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Financial Services
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500 - 600 Employee
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IBD intern
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May 2019 - 2019
1. Project Experience: Organized due diligence documents of a central enterprise issue bonds program (20 billion); Undertook onsite due diligence of a non-public offering of stocks (1 billion), interviewed corporate executives and prepared fundraising project feasibility analysis reports, memorandums and meeting minutes (8). 2. Prepared profile of targets (43) and subsidiaries (22) of listed companies meeting conditions; 3. Made recommendation for developing hydrogen energy industry for the pre-IPO customer; 4. Conducted research on worldwide food enterprises, and provided financing proposals to the customer for further development ; 5. Analyzed Back Door Listing case to get a range of PE, valuing option with BSM; 6. Collected cases to demonstrate the feasibility of the proposal for red-chip back to A Share; 7. Conducted research on related laws and regulations about the acquisition of H share companies, financing and M&A in military industry, the privatization, etc; 8. Made pitchbooks of corporate governance training, private placement of shares, convertible bond issuance, shelf registration bonds, and equity incentives program; 9. Prepared minutes of the meeting between China Merchants Zhi Yuan Capital and a state-owned enterprise planning to set up an industry fund Show less
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TAL Education Group
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China
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Education Administration Programs
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300 - 400 Employee
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GMAT Tutor
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Feb 2017 - Dec 2018
1. Responsible for finding problems of students, giving lessons to help clients get the ideal results, one client improved 260 from 400-660 in two weeks, one client got 740 in one month, etc. 2. Convinced customers and shared work experience for training new teachers. 3. Composed teaching new version handouts and improved them during the process. 1. Responsible for finding problems of students, giving lessons to help clients get the ideal results, one client improved 260 from 400-660 in two weeks, one client got 740 in one month, etc. 2. Convinced customers and shared work experience for training new teachers. 3. Composed teaching new version handouts and improved them during the process.
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GMAT Planner
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Nov 2015 - Sep 2016
1. Responsible for helping contracting, post-teaching, guiding and enhancing GMAT score. 2. The contracted rate was up to 80%, the rate to improve scores was 100% and the high scores rate is up to 50%, obtained the honorary title of Division Service Model, Teaching King, Model employee 3. Rate recommended by the clients was as high as 70%. 1. Responsible for helping contracting, post-teaching, guiding and enhancing GMAT score. 2. The contracted rate was up to 80%, the rate to improve scores was 100% and the high scores rate is up to 50%, obtained the honorary title of Division Service Model, Teaching King, Model employee 3. Rate recommended by the clients was as high as 70%.
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Offcn Education Technology Co.,Ltd (listed)
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Beijing City, China
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Interview Tutor
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Mar 2015 - Aug 2015
1. Held lectures for civil servants interview, accomplished 50 days of the business trip across China; 2. Qualified to give lectures to 200 candidates, rewarded promotion opportunity exceptionally 1. Held lectures for civil servants interview, accomplished 50 days of the business trip across China; 2. Qualified to give lectures to 200 candidates, rewarded promotion opportunity exceptionally
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Education
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emlyon business school
Master in Management, Master in Management -
Beijing Normal University