Jiayi Xu Email & Phone Number

Charlotte, NC, US

Atlanta, Georgia, United States

• Strategically contributing to a substantial 8.4% realized return on the portfolio within a concise two-month period, surpassing market benchmarks and expectations
• Demonstrating exceptional analytical prowess, resulting in an impressive 3.3% excess return for the portfolio, showcasing a keen ability to identify and capitalize on lucrative investment opportunities
• Executing comprehensive research, analysis, and decision-making strategies that significantly bolstered overall performance, contributing to the fund's success

Columbus, Ohio, United States

• Captured 8,000 problematic accounts using Tableau that sourced over $1MM premium leakage
• Managed an independent project in Contractual Risk Transfer with 2,200 problematic accounts. Successfully mitigated risk, reducing premium leakage by $80k and minimizing potential claims and litigation costs
• Improved compliance rates by 30% through collaboration with senior risk manager. Developed industry playbook, guidelines, and flow charts, and educated coworkers to enhance their understanding of risk transfer procedures

Columbus, Ohio Metropolitan Area

• Led three BA recitation sections with 180 students per semester. Encouraged group discussion and collaboration in class, emphasizing teamwork, communication, initiative, and time management skills
• Designed six new group projects utilizing six versions of datasets for each project, which required students to solve linear programming problems using Excel solver and data visualization tools

Shanghai, China

• Comprehended client needs by leveraging internal databases and various external network resources. Initiated cold calls and coordinated targets to engage industry experts. Facilitated collaborations between 60+ clients.
• Built and strengthened client relationships through regular follow-ups, promptly adapting communication strategies, and supplementing information to expand and enrich company’s talent network

Urumqi, Xinjiang Uygur, China

• . Accelerated employee reimbursement process by over 25% through the creation of flow charts, with the discovery and elimination of redundant procedures
• . Assisted in the analysis of financial statement reports including balance sheet and statement of cash flow. Improved quantitative skills and understanding of modern finance strategy during the M&A period of the firm

Columbus, Ohio

• Helped customers to make payments and upheld cafeteria policies for guests and employees

Master'S Degree, Analytical Finance

Activities and Societies: Analyst of MAF investment Fund

Bachelor Of Business Administration - Bba, Finance, 3.98

Activities and Societies: Ascend Chinese Student and Scholars Society Undergraduate Chinese Student Organization Finance major and.