Bowen Duan Email and Phone Number

IPO Investment Analysis and Market Research. Conducted in-depth research on IPO candidates and publicly listed companies, providing comprehensive investment decision advice based on market and industry analysis.AUM Management. Continuously analyzed and reported on the performance of AUM projects, including LP/GP projects in QDII investments in fixed income portfolios, and oversea industry development funds, and specific growing companies.Trading and Treasury Secondary Portfolio Investment. Executed HK equity market trades and built equity portfolios for treasury investments. Adjusted portfolios based on asset supervision and analysis, including fundamental, technical and quantitative analysis.Relationship Coverage. Maintained and strengthened collaborative relationships with investment banking departments, research divisions of securities firms, industry partners, and managed assets.

Primary Investment Investigation, conducted comprehensive company performance analysis, assisted in evaluating investment opportunities and direct participation in project meetings with counterparties.Legitimate Analysis, participated in the analysis of international anti-money laundering regulations.

Teaching Assistance, helped candidates get through core ideas in building business, and helped hatch start-up company projects Lead case study of worldwide sucessful corporations with business plans and decomposition analysis Provided advices for candidates' business plans.

Model Construction, prepared data with required structure, assisted in data cleaning and basic index analysis for model training using SQLBacktesting, looped senior analysts' multi-factor scoring strategy algorithms across assets and summarized the test resultsPrepared Report Analysis, provided research on external technical reports, like RSRS indicator, with summary and comments

Credit Risk Analysis, provided credit report of corporation loans for local company projectsField Investigation, conducted due diligence on loan project credit statusNegotiation Assistant, participated in syndicated loan negotiation providing risk analysis