Yufei XIA

Senior Associate at 中信证券
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Contact Information
us****@****om
(386) 825-5501
Location
CN

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Credentials

  • CFA level 1
    -

Experience

  • CITIC Securities Company Limited
    • China
    • Investment Banking
    • 700 & Above Employee
    • Senior Associate
      • Apr 2019 - Present

      Equity Sales & Trading Equity Sales & Trading

  • Tianfeng Securities Co., Ltd.
    • China
    • Investment Banking
    • 1 - 100 Employee
    • Asset management intern
      • Mar 2018 - Jun 2018

      • Assisted with underwritings of 6 ABS projects with a combined valuation of RMB12 billion, including CMBS, auto-loan and machinery leasing • Analyzed the issuers from their financial performance, industry performance, combined with their credit rating reports and predicted cash flow from the underlying assets • Expanded client network by acquiring 10 more clients through cold call. Maintained regular communication with investors from banks, securities companies and insurance companies • Prepared weekly reports, sales memos, investor Q&A, pricing matrix and term sheets

  • Everbright Securities
    • China
    • Investment Banking
    • 200 - 300 Employee
    • IBD intern
      • Jul 2017 - Dec 2017

      • Participated in the due diligence of an IPO project; interviewed executives, suppliers and clients and analyzed the business situation and financial indicators • Conducted detailed industrial research on the target company and the industry; analyzed relevant policies in China, Europe and America • Participated in the private placement of a NEEQ listed company. Measured and calculated the amount of new liquidity needed by the company • Participated in the due diligence of an IPO project; interviewed executives, suppliers and clients and analyzed the business situation and financial indicators • Conducted detailed industrial research on the target company and the industry; analyzed relevant policies in China, Europe and America • Participated in the private placement of a NEEQ listed company. Measured and calculated the amount of new liquidity needed by the company

Education

  • The Chinese University of Hong Kong (CUHK) Business School
    Master's degree, Finance
    2018 - 2019
  • 香港中文大学
    Master's degree, Finance
    2018 - 2019
  • 武汉大学
    Bachelor's degree, Finance
    2013 - 2017

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