Jiaxi Chen Email & Phone Number

美国 田纳西州 纳什维尔

• Created and presented daily recommendations to the firm’s Valuation Committee regarding fair valuation of equities as well as various daily/monthly/ad hoc fixed income valuation reports.• Constructed yields to model foreign private placement fixed securities and conducted cross-quality control within the team.• Validated exception reports by researching internal report systems, market quotes, and corporate action events on Bloomberg. Provided accurate reporting metrics and challenged vendors if necessary.• Responsible for the timely and accurate valuation of all security types in the firm's $676 billion investments. Communicated prices daily to custodian banks for NAV calculations and maintained internal reporting.• Coordinated with teams globally across the firm, including portfolio managers, trade desks, fund administration, etc., and performed ad hoc pricing queries of portfolios or target portfolios.

Remote

• Involved in daily financial content operation and editing. Closely tracked market news from major financial websites such as WSJ, CNBC, and Barron's and produced columns for briefing before the bell and market recap. • Updated the list of companies that users follow in real-time and actively pushed relevant news to users. Stimulate users to trade on the platform, contributing to the company's revenue.• Analyze user preferences and design new columns to improve users' experience and viscosity. Participate in the design of a new "one-picture" column, summarizing market hotspots with concise charts.• Completed a detailed competitive analysis report of major competitor Webull. Understand the company's competitive advantages and development opportunities.

Remote

• Participate in face recognition compliance response projects. Conducted and revised relevant exchange materials for presentation.• Assisted senior associate in desk research. Summarized facial recognition regulations and recent years' penalty cases in China, the EU, and the US.• Assessed applications and challenges of the facial recognition industry by analyzing the business characteristic and threats of major companies (including Hikvision, SenseTime, etc.).• Summarized critical elements of data strategy planning through data governance frameworks and standards analysis.

Serbia

• Assisted bankers prepare Client firms' KYC. Conducted customer due diligence and collected the relevant KYC documents. Responded to writing an English summary of the Chinese credit report.• Feedback on the outcomes of the "The Belt and Road Initiative "International Financial Exchange and Cooperation Seminar to the Head Office and update the position changes of the trainees to help future connection.• Assisted customer relationship maintenance. Sorted the branch's key customers and classified them in detail from the aspects of the industry type, asset size, comprehensive income contribution, Etc. • Updated the Serbia Country Risk Report 2019 by researching the official websites of the government finance department. Operating the branch's social media account. Searching new topics for social media every week.

Seoul

• Modeled and taught basic and advanced social skills, conflict management techniques and study approaches to students.• Drove social, emotional, intellectual, and physical development through age-appropriate activities.• Helped teachers with material generation, lesson plan development, class preparation, scheduling, exam distribution and student mentoring.• Collaborated with teacher to devise and implement developmentally appropriate lessons aligning with school's philosophy and mission.

Lexington, Kentucky Area

• Developed creative and appealing latte art techniques and instructed coworkers in method.• Prepared and served hot and cold beverages such as coffee, espresso drinks, blended coffees and teas.

Master Of Science - Ms, Finance

Bachelor Of Science - Bs, Finance

Finance