Yue He Email & Phone Number

Shenzhen, Guangdong Province, CN

中国 广东省 深圳

Beijing City, China

Tsy, Reg and tax related

-Inter-bank market bond settlement-Optimization on bond management system

Greater New York City Area

1. Based on historical scenarios, conduct stress-testing on US corporate bonds; execute analysis on CDX index and individual swaps comprising the index; calculate maximum and minimum shocks within credit rating, sector, and maturity, apply to current portfolio holdings and estimate VaR;2. Analyze, using VBA, millions of Bloomberg data points on finance.

Greater New York City Area

1. Collect large scale data on stock and bond for research use applying Bloomberg, Quandl, Thomson One, Datastream and etc.2. Search for market data in emerging financial markets before and after Chinese stocks joined MSCI index

Greater New York City Area

1. Prepare transaction materials, funds related materials, investor presentation, Q&A for deep credit review and better client relationship and service2. Assist manager to conduct market and industry researches, build financial models, analyze data to exploit key financial metrics, monitor and manage all potential credit risks of funds’

Jiangxi, China

1. Calculated and examined employees' after-tax salary; Drafted illegal approval instrument for employee loans and legal approval instrument for personal housing accumulation fund loan to prove employees' paying capacity2. Accumulated and sorted out over 1500 employees' actual performance on 8 financial products using excel function such as Vlookup, if.

Jiangxi, China

1. Detect key metrics (i.e. field curves, risk-reward characteristics) of different financial structured products (i.e. ABS, MBS, CLO, index-linked fund), guide over 100 clients with best possible advice to meet their risk preference, financial situations and investment styles and help achieve various investment objectives2. Highly collaborate with.

Yunnan, China

1. Assist in field investigations to verify micro institutional clients’ profit and loss, asset and liability, inventory; Utilize historical data to project financial statements to analyze paying willingness and ability2. Apply cross-validation and third-party credit validation including differential indexes to verify accuracy and rationality of borrowers’.

Master'S Degree, Global Finance, 3.81/4.00

• Relevant Coursework: Seminar in Value Investing, Risk Management,Raising capital & Investing in Global Financial Markets, Financial.

Bachelor Of Economics, Finance, 3.54/4.00

Activities and Societies: •Vice president in Public Relations Department of Student Union of YUFE •Debater in Speech & Debate Team •Debate.