Zeyi W.

固定收益交易员 at Taikang Asset Management(泰康资产)
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Contact Information
us****@****om
(386) 825-5501
Location
Huangpu District, Shanghai, China, CN
Languages
  • English Limited working proficiency

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Credentials

  • Zeyi.wang
    DataCamp
    Mar, 2019
    - Nov, 2024
  • Oracle E-Business Suite R12 Financials Certified Expert Consultants Payables
    HAND Enterprise Solutions LTD.
    Sep, 2017
    - Nov, 2024

Experience

    • Financial Services
    • 100 - 200 Employee
    • 固定收益交易员
      • May 2022 - Present

  • Bohai Huijin Securities Asset Management CO., LTD
    • Huangpu District, Shanghai, China
    • Investment Associate
      • Dec 2019 - May 2022

      − Conduct buy-side credit analysis. Perform research on industry prospective trends, corporates’ credit fundamentals, and fixed income derivatives; − Identify trading opportunities and ensure quality trade execution; − Keen understanding of bond markets; − Generate flows of bond markets; − Keep communication with clients, other major trading institutions and the dealer community. − Conduct buy-side credit analysis. Perform research on industry prospective trends, corporates’ credit fundamentals, and fixed income derivatives; − Identify trading opportunities and ensure quality trade execution; − Keen understanding of bond markets; − Generate flows of bond markets; − Keep communication with clients, other major trading institutions and the dealer community.

    • Investment Management
    • 1 - 100 Employee
    • Equity Analyst
      • Nov 2018 - May 2019

      Supervisor: Tomasz Mlynowski 【Investment Club】 How real investment is valued. How corporations interact with financial markets. What are the main drivers behind the corporate decision-making and what is the interplay between three major parties (namely owners/lenders/management) Supervisor: Tomasz Mlynowski 【Investment Club】 How real investment is valued. How corporations interact with financial markets. What are the main drivers behind the corporate decision-making and what is the interplay between three major parties (namely owners/lenders/management)

    • United States
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Oracle ERP Financial Consultant of HAND Enterprise Solutions Co., Ltd. (300170.SZ)
      • Jul 2017 - Jul 2018

      Supervisor: Mr Li Linfeng, East China project manager 【Digital Ecosystem Integration Provider】 •【Professional consulting services】Provided mature foreign trade industry management consulting services. Designed customs clearance and account receivable management optimization program for two large-scale foreign trade companies. Reduced inventory stocking and customs clearance time by 50% respectively, as well as reduced bad debts by 10 million yuan each year. •【Data processing capability】Proficient in quantitative analysis of daily business data with Oracle E-Business Suite. Processing monthly depreciation of 8,000 assets, 1,000 contracts for cost calculations, and 5,000 sales contracts for accounts receivable reconciliation. Show less

    • China
    • Financial Services
    • 100 - 200 Employee
    • Research Assistant Internship in Research Division of Changjiang Securities Co., Ltd (000783.SZ)
      • Feb 2016 - Jun 2016

      Supervisor: Ms Zhou Jingjing, Chief researcher of the non-bank financial industry 【Research Division - Non-bank financial industry group】 【Writing ability】Wrote 23 annual reports analysis of listed companies in brokerage, insurance, and leasing industries to provide investment advice. Focused on investment and financing, asset allocation, cost control and other factors. 【Research capacity】Wrote 20 industry research reports. Continued to pay attention to the cyclical changes in industry core data, analyzed the evolution of the industry's competitive landscape; considered market transaction performance and analysis of key business data of the company, interpreted changes in policies and market trends; 【Data analysis and forecasting capability】 Mastered a more scientific statistical analysis methods to interpret economic phenomenon. Explained the trend of the insurance industry through the analysis of β, interest rates and premiums. Concluded that β attribute determines the trend of the insurance sector, while interest rates and premiums are important factors in the trend. Show less

Education

  • Queen Mary University of London
    Master of Science - MSc, Investment and Finance
    2018 - 2019
  • Wuhan University
    Bachelor of Business Administration - BBA, Financial Management
    2013 - 2017
  • Hengshui High School
    High School Diploma, Physical Sciences
    2010 - 2013

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