Ziyin Yan
经理 at Cushman & Wakefield 戴德梁行- Claim this Profile
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Chinese Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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通过证券市场基本法律法规考试
中国证券业协会Dec, 2019- Nov, 2024 -
通过金融市场基础知识考试
中国证券业协会Dec, 2019- Nov, 2024 -
CFA Level 1
CFA InstituteAug, 2018- Nov, 2024
Experience
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Cushman & Wakefield Greater China
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Real Estate
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300 - 400 Employee
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经理
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Mar 2020 - Present
• 以管培⽣⾝份进⼊公司,并在估价、咨询、资本市场3 各部门进⾏为期⼀年的轮岗,最终定岗估价部 • 定岗后带领分公司团队完成苏州恒泰集团⼆期类REITs 等3 个类REITs 项⽬、长沙北⾠洲际酒店CMBS 项⽬等的全部估值⼯作估值,直接负责前期尽调、底层资产梳理、与客户的全程沟通对接、估值模型的搭建和报告撰写审核⼯作,并在后期负责回复审计师、基⾦提出的问题 • 参与完成北京、重庆、成都等多地⼤悦城、多地万达⼴场、南京国⾦中⼼、南京弘扬⼴场、深圳⼈才安居公寓、苏宁资产包底层资产等房地产市场价值评估;龙湖、中海PRN 融资的底层房地产历年现⾦流预测及偿付风险预测。评估资产类型横跨商业、办公、产业园、酒店等业态。 • 参与四川宜宾三江新区的产业发展规划,主要负责⾼端装备制造产业的产业发展⽅向和成长路径、产学研协调发展模型的搭建和三江新区报批规划⽂本产业部分的撰写等⼯作 • 参与招商局⼤连太平湾产业发展规划,主要负责部分⾼端装备制造、新材料、⽣物医药产业的梳理和发展路径等⼯作 • 以管培⽣⾝份进⼊公司,并在估价、咨询、资本市场3 各部门进⾏为期⼀年的轮岗,最终定岗估价部 • 定岗后带领分公司团队完成苏州恒泰集团⼆期类REITs 等3 个类REITs 项⽬、长沙北⾠洲际酒店CMBS 项⽬等的全部估值⼯作估值,直接负责前期尽调、底层资产梳理、与客户的全程沟通对接、估值模型的搭建和报告撰写审核⼯作,并在后期负责回复审计师、基⾦提出的问题 • 参与完成北京、重庆、成都等多地⼤悦城、多地万达⼴场、南京国⾦中⼼、南京弘扬⼴场、深圳⼈才安居公寓、苏宁资产包底层资产等房地产市场价值评估;龙湖、中海PRN 融资的底层房地产历年现⾦流预测及偿付风险预测。评估资产类型横跨商业、办公、产业园、酒店等业态。 • 参与四川宜宾三江新区的产业发展规划,主要负责⾼端装备制造产业的产业发展⽅向和成长路径、产学研协调发展模型的搭建和三江新区报批规划⽂本产业部分的撰写等⼯作 • 参与招商局⼤连太平湾产业发展规划,主要负责部分⾼端装备制造、新材料、⽣物医药产业的梳理和发展路径等⼯作
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Founder Securities Co., Ltd.
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United States
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Financial Services
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100 - 200 Employee
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Research Institute Sales Intern
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Oct 2019 - Dec 2019
• 多次带研究员和上市公司参加路演及反路演;调研银⾏理财⼦公司开⽴进程及相关信息,协助资深销售经理的业务拓展⼯作、准备路演材料 • 制作5 个基⾦第⼆、第三季度对研究所的派点表,更新、整理基⾦经理季度重仓股、研究所深度研究和机构重仓的重合股票 • 多次带研究员和上市公司参加路演及反路演;调研银⾏理财⼦公司开⽴进程及相关信息,协助资深销售经理的业务拓展⼯作、准备路演材料 • 制作5 个基⾦第⼆、第三季度对研究所的派点表,更新、整理基⾦经理季度重仓股、研究所深度研究和机构重仓的重合股票
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McKinsey & Company
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Business Consulting and Services
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700 & Above Employee
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Part-time Associate
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Mar 2019 - May 2019
• 研究中国⼈脸识别现有市场的⼤⼩、主要竞争者、市场发展现状、技术已有应⽤与⾯临的挑战 • 探索⼈脸识别技术⽬前在多个市场的应⽤情况及市场饱和度,并为客户寻找潜在应⽤市场及潜在市场中适合的细分领域。通过⽐较增长速度和⾏ 业竞争强度,对⽐出发展潜⼒最⼤的⾏业/市场 • 通过对该市场中的市场⼤⼩、商业模型,发现⼈脸识别应⽤的发展契机;构建操作细节、应⽤场景并进⾏⼤致盈利可能性分析 • 研究中国⼈脸识别现有市场的⼤⼩、主要竞争者、市场发展现状、技术已有应⽤与⾯临的挑战 • 探索⼈脸识别技术⽬前在多个市场的应⽤情况及市场饱和度,并为客户寻找潜在应⽤市场及潜在市场中适合的细分领域。通过⽐较增长速度和⾏ 业竞争强度,对⽐出发展潜⼒最⼤的⾏业/市场 • 通过对该市场中的市场⼤⼩、商业模型,发现⼈脸识别应⽤的发展契机;构建操作细节、应⽤场景并进⾏⼤致盈利可能性分析
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SVB
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United States
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Financial Services
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700 & Above Employee
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VC Relationship Manager Intern
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Jun 2018 - Aug 2018
• Prepared first 2 quarters of 2018 Chinese VC report, collected data form secondary research and analyzed top VCs' data for bank to invest • Wrote a report on 2018 Chinese Private Equity market, analyze the main players’ strategies and various investment exit approaches • Met with funder and management team of a startup to discuss company business plans, current operation, market position and competitors and explores possibilities for investments and discussed details of various commercial loan options • Worked closely with Relationship advisory team and commercial loan team, tracked the daily transaction and recorded 33 account opening and produce weekly client’s data report for management review Show less
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FXCM
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United Kingdom
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Financial Services
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700 & Above Employee
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Foreign Exchange Intern
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Jan 2016 - Jan 2016
• Organized daily exchange market report or relative topic sharing for group presentation • Construct commodity and foreign exchange market trading strategy by fundamental and technical analysis. Made 9% profit within 1 week (with 100 USD) • Organized daily exchange market report or relative topic sharing for group presentation • Construct commodity and foreign exchange market trading strategy by fundamental and technical analysis. Made 9% profit within 1 week (with 100 USD)
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CRH
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Ireland
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Wholesale Building Materials
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700 & Above Employee
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Internal Consulting Intern
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Mar 2015 - May 2015
• Conducted market research and analysis of concrete accessory 31 main companies about business model, business scale, financial and operational performance and product lines and made PPT report of the company and market overview • Conducted research about 23 kinds of concrete accessories’ characteristics, application and their main suppliers, created training materials about the product line • Performed due diligence research about concert market regulation and incentive policies for a merger project Show less
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NisenMUN
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China
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Education Administration Programs
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Marketing Research Analyst
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Feb 2014 - Aug 2014
• Analyzed market entry for a primary school summer course by comparing with other projects available in the market and pricing the project via comparable analysis • Wrote and edited over 270 articles, operated the WeChat home page, increasing followers by 43% • Analyzed market entry for a primary school summer course by comparing with other projects available in the market and pricing the project via comparable analysis • Wrote and edited over 270 articles, operated the WeChat home page, increasing followers by 43%
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Education
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Weatherhead School of Management at Case Western Reserve University
Master's degree, Finance -
University College Dublin
Bachelor of Arts - BA, Economics -
Beijing University of Technology
Bachelor's degree, Economics