Finance Assistant

• Jun 2022 - Present

Assistant to General Manager

• Jun 2020 - Oct 2020

●Familiar with high-yield bonds, involving real estate developers, petroleum energy, semiconductors, industrial enterprises, relevant urban investment enterprises, etc. the main companies involved in bonds are Tsinghua Unigroup, Evergrande Group, Tewoo Group Company Limited, etc; Complete the financial analysis and financial modeling of specific high-yield issuers; Assist colleagues to improve and update the tracking model and analysis of the whole high-yield market; Cover the credit events and hot events of specific high-yield issuers, and make relevant analysis, such as stress test, scenario analysis, sensitivity analysis, etc; Interact with the management of high-yield issuers and high-yield bond investors, and establish and improve the relationship network; Build high-yield bond portfolio and high-yield Bond ETF portfolio; Complete relevant research reports in a timely and efficient manner; Understand the product release demand, confirm whether the product is closed, management fee and custody fee, product term, etc., so as to prepare the product element table; Manage the filing, numerical update and customer docking of nearly 50 private equity funds of the company; Confirm the unit and cumulative net value with ranking institutions every week. ●Track the market trend, summarize the market capital and fundamentals, timely collect and sort out the relevant information of bond issuance and trading trend, and write more than 20 bond daily and weekly reports for trading and research reference; Assist in the bookkeeping and filing of dozens of bonds (including corporate bonds, asset-backed securities, short-term financing, etc.); The pricing report of mortgage-backed securities of a large state-owned bank and the pricing report of corporate bonds of a listed refrigeration company were completed by collecting data through various channels (Wind, Refinitiv, Qeubee, China securities depository&clearing database, Annual report, Credit rating). Show less

Risk Assurance Trainee

• Dec 2018 - Feb 2019

●Participated in the preliminary review and annual review of 9 projects. The scope of the projects is mainly industrial, and involves many fields such as automobile, catering, logistics, semiconductor and medicine. I have independently completed the preparation and review of the draft of audit subjects such as capital, assets, expenses and salary for many times. ●Directly participate in the internal control audit of a pharmaceutical enterprise, independently complete the interview with the customer's financial personnel and human resources personnel, understand the risks of the customer's internal control over the use of funds and compensation, complete the corresponding walk through test and control test, and assist in the preparation of internal control report materials; Participate in the annual audit of a large catering group, review the fluctuation of the company's business return and cost gross profit by calculating the financial ratio, and judge the audit risk. ●Complete the substitution test and voucher spot check of current accounts in the manuscript to verify the authenticity of the enterprise's financial data; Conduct audit adjustment entries, including reclassification and related party transactions, so that the audited financial statements are adjusted to comply with International Accounting Standards IFRS. ●In the final audit of a famous securities company, I completed the audit of six subjects: monetary capital, paid in capital, settlement reserve, deposit, construction in progress and intangible assets, and helped the group extract and obtain customer information; In the final audit of a state-owned bank, 20 forms on non operating revenue and expenditure, other liabilities, monetary funds and other bank deposits were completed. In the QFII audit of a foreign bank, more than 50 charts of accounts of assets, liabilities, income and expenses of 10 custodian banks were completed, which helped the working group complete the task ahead of schedule. Show less

Consultant

• Jul 2018 - Aug 2018

●Designed more than 50 slides and deeply participated in 6 case studies, including talent training, pension benefits, health care, salary system and financial services. ●By arranging more than 30 interviews with human resources experts and aiming at the impact of the needs of the new generation of employees on enterprise employers, I conducted Market Research for a top 500 enterprise customer to explore the feasible scheme of talent training reform in the Chinese market. ●Five databases are used to cross reference the market performance (profit margin, sales volume and market share) of major employers, establish a regression model, predict their income, and put forward profitable human resource transformation strategies. ●Study the economic development and talent planning of three provinces in China, study municipal strategies, emerging industries and pilot projects, and put forward opinions on the strategic coordination of inter regional industrial cooperation. Show less