Chen Xu Email & Phone Number

Shanghai, China

•Understood the ESG dimensions, national policies in the ESG field, and ESG market regulatory rules, and continuously tracked the development trends of ESG both domestically and internationally. Produced an ESG strategy PPT, which was used in the ESG strategy sharing meeting of the senior management, and was widely praised.•Deeply understood the business development strategy of the client company, assisted clients in formulating sustainable development strategies based on their needs, and wrote ESG or sustainable development reports, ESG report preparation, ESG management system construction, risk and governance improvement suggestions, ESG rating improvement, etc. •Developed and optimized project schedule plans, and coordinated project operations, including quality, schedule, cost, and other aspects. According to customer needs, submitted project research results in a complete, accurate, and high-quality manner, communicated and held meetings with customers, wrote project progress reports, and ensured customer satisfaction.•Maintained customer relationships, explored market development with the project team, and expanded customers' in-depth demand services.•Participated in the company's ESG and sustainable development consulting projects, assisted the company in training employees on ESG content and business promotion, and led the team in ESG business development.

Shanghai, China

• Assisted in writing two first coverage reports and collected relevant information through the Choice financial terminal platform, mainly including industry trend, industry competition pattern, market scale and company analysis• Wrote 17296 word “Jingce Electronic” depth report independently and completed the defense• Participated the daily activities held by the company, including strategy meeting, teleconference and regular meeting, and be responsible for the sorting of later meeting minutes; Assisted in completing 33 pages ppt on research methods of machinery industry, collected sales data of listed companies through wind, company announcement and other channels

Shanghai, China

• Collected more than 50 industry research reports using Wind and Bloomberg, sorted out the research ideas and methods of the pharmaceutical industry, establishing a basic framework of industry research• Combined absolute and relative valuation methods to calculate the target value, selecting several pharmaceutical companies, timing decision was determined by leveraging various research reports and announcements• Conducted research on respiratory inhaled products of Joincare Pharmaceutical Group, further composed in-depth report, which was well received by fund managers

Beijing, China

• Applied SWOT analysis on ICT, low-end mobile phones and portable laptop sectors to sort out their competitive advantages and potential development risks for the reference of team members• Assisted the project manager in designing the market questionnaire, collecting and extracting more than 5,000 copies, data cleaning and visualization were performed on Excel with graphs and pivot tables• Summarized consumer behavior preferences and predicted the market trends, and finally formed a report to submit to customers

Shanghai, China

• Updated dynamic industry and company data, building valuation models and analyzing key indicators, optimizations were made according to the valuation effect on a regular basis• Participated in writing monthly periodic reports and first coverage reports, evaluating comprehensively in terms of company and industry background, financial analysis and profit forecast, valuation and investment rating, etc.

Hong Kong

• Used Wind and Bloomberg to collect, process and compare macroeconomic policy indicator data, assisting the team to analyze and forecast global macroeconomic policy • Collected and analyzed financial news and research reports on interest rate adjustment policies of European and Japanese central banks since 2008, and completed two in-depth research under the guidance of the mentor, obtaining a better understanding of the steps and methods of macroeconomic analysis

Master'S Degree, Finance, General

Bachelor'S Degree, Global Financial Management

Summer Exchange, Business Law