Daniel Xu Email & Phone Number

Salt Lake City, Utah, United States

Provo, Utah Area

- Provided data-backed recommendation to increase fulfillment center max capacity by 25mm units through increasing overall mechanical hours during peak week- Automated the team’s weekly report using Amazon QuickSight, reducing updating time by 83% while increasing report capability to solve pain points of senior-level business partners- Conducted a major.

Greater Salt Lake City Area

- Delivered customer experiences for the company’s 150+ clients during the 2019 ETF conference and created business opportunity through conducting due diligence with these clients- Researched and analyzed 5 ETF managers and associated ETFs, with an emphasis on smart beta strategies

Provo, Utah Area

Created credit reports with buy/sell/hold recommendations on 4 companies and presented to the credit committee- Analyzed and reported on financial and economic variables affecting issuers of firm’s fixed income holdings- Conducted accurate and timely industry research to support the decision-making process of risk and investment teams

Dalian, Liaoning, China

- Presented to the CEO and 10 employees on relationship management both in and outside of the work environment- Analyzed stock market performance of 20 major sectors from 2000 to 2019 based on their reactions to major events to assist event-based investing strategy

Europe

- Headed a team of four analysts to conduct due diligence and valuation of 4 companies across Europe; led a group of 25 analysts in conducting a strategic Q&A with CEOs to frame investment recommendations- Covered industrial sector for $1.6mm student-managed, international value investment fund- Met with 21 C-level executives and management teams across 5.

Bachelor'S Degree, Finance, General, 3.91

Activities and Societies: Finance Society, Investing Club, Management Consulting Club

High School Diploma

Education record