Dingxian Tan Email & Phone Number

Baltimore, MD, US

Baltimore, Maryland Area

• Controlled risk and prevented economic loss on OTC derivatives (swap, option, forward, binary etc.) trades by matching bookings between sales and trading desks
• Developed template and training material for new products such as Equity Linked interest rate derivatives
• Ensured economic details and legal language in confirmation in line with ISDA definitions and market standards
• Advised on queries and approved confirmation documents for structured products handled by outsourced company

Mclean, VA

• Applied Excel (VLOOKUP, Pivot Table) in calculating insurance premium, monthly payment, cash value, and net risk, visualized asset allocation based on client's risk tolerance and investment incentives
• Compared risk and return across investment strategies, collected and analyzed data about discount rate, ROI, maximum drawdown, management fees etc. to customize portfolio of funds or market indexes for investors
• Reconciled data and cross-checked accuracy of monthly cash settlement between underwriter and investor

Virginia, United States

• ABOUT COMPANY31st Capital LLC. was founded by entrepreneur David Stevens. The fund targets acquisition and managment of business in the following industries: Healthcare, Managed IT Services, Aerospace & Defense.
• Completed due diligence for healthcare and pharmaceutical industry, summarized niche market and return models
• Sourced over 200 companies using business database and screened out acquisition targets within criteria
• Initiated negotiation with owners of target companies and business brokers, evaluated profitability, dug into repeatability and potential risks of business models
• Evaluated and vetted over 30 acquisition targets by discounted cash flow and multiples models, and ratio analysis
• Collaborated with fund manager to compiled pro forma analysis and investor pitch, presented investment strategy and received over 3 million commitments

Guangzhou, Guangdong, China

• ABOUT COMPANYMichael Page International is regarded as world class leading recruitment consultancy at the professional and management level. It operates through 152 offices in 32 countries and more than 5,000 employees.
• Consulted for corporate finance positions, advised clients on management solutions and welfare plans, closed deals worth 20,000 USD
• Collected data and led industrial researches on real estate, banks, and FMCG industries in Guangzhou
• Assisted in organizing monthly financial executive seminars, cooperated with ACCA to host guest sharing

Guangzhou, Guangdong, China

• ABOUT COMPANYChina CITIC Bank is China’s seventh-largest lender in terms of total assets. Established in 1987, it is a nationally comprehensive and internationally oriented commercial bank. The bank operates in more.
• Conducted data collection, credit approval and risk control for 60+ individual clients
• Analyzed financial statements of credit card products over the past 20 years, formulated sales plan
• Designed and implemented campaigns to attract new investors, advised clients on investment portfolio

Master’S Degree, Finance, General

Activities and Societies: Member of Consulting ClubJohns Hopkins University was America's first research university; it has remained a.

Master Of Analytics, R, Python, Sql, Sas, Data Science, Database

Bachelor’S Degree, Major: Business Administration; Minor: English Literature, 3.8/4.0

• AIESEC SYSU • Voluntary Teaching Team • Student Union

International Exchange Student, Tourism And Travel Services Management

• Adapted to diversified culture, worked with international students in completing research projects. • Earned the only 10 score ever.

High School

Activities and Societies: President of Student Union1. Elected as the President of Student Union. Led teams and organized sports and art.