Fen Liu Email & Phone Number

Shanghai, China

ETF Research：• Establish ETF analysis template and make ETF daily report (morning report and closing express)/weekly report• Make daily marketing materials for key products needed by the channel• Research on peer companies and competing products and provide decision support for marketingETF Promotion：• Cooperate with exchanges for daily investment and education• Operate self-built marketing account platform (such as Xueqiu) and publish dailyMarket Making/Bulk/Refinancing Business Docking:• Manage market makers (marketing) and performance appraisal daily and connect with exchanges about market-making product strategy suggestions and abnormal problems• Coordinate the demand of bulk and the two financing sources

Shanghai, China

Channel Business：• Be responsible for the daily service management of 137 East China channels, communicated with the retail department of the head office on product launches and key sales (assessment falls on the branch), and accumulated deep partnership with Rural Commercial Bank based on the special project "Currency T+0 business". • Routine work: be responsible for product launch/holding, sales assessment, channel material production, channel/customer training exchange meeting activities, etc.Product Research and Market Analysis: • Wrote important conference materials and industry or product analysis reports. (E.g. Fund Yearbook: The role and evolution of sales in fund companies/Bridgewater Company: Introduction to China's public fund sales system/ Investment and market joint meeting: analysis of the business development of securities companies and the layout of index funds)

Shanghai, China

• Edited standard materials for institutional customers, made product-related PPT, assessed institutional sales staff, receipted customers, and be responsible for conference affairs (Sansanhui, Pujiang Club, Sequoia Club), etc.• Be responsible for product launches, coordination of fund manager roadshows, and channel manager assessments• Handle daily collaborative work with investment business units, such as balancing business unit fairness issues

Shanghai, China

• Participated in the data collection of "China Bond QDII and Dim Sum Bond Market" and "Bond Index Fund", produced report PPT, provided important reference for departmental decision-making, and used the wind function\KM function proficiently.• Be familiar with annuity and special account products, made new project bids and special account/annuity periodic reports (monthly reports, quarterly reports, annual reports).• Participated in the planning of the "2012 Autumn Forum for Social Security Domestic Investment Managers", and be responsible for writing meeting preparation materials, contacting guests, and ensuring the smooth convening of the meeting.

Master'S Degree, Finance, General, Top 2%

Bachelor'S Degree, Finance, General, Top 2%