Jerry Sun

Jerry Sun Email and Phone Number

AlphaSights - Manager, Capital Markets @ AlphaSights
london, england, united kingdom
Jerry Sun's Location
Shanghai, China, China
About Jerry Sun

Studied at: University of OklahomaMajor: Finance&Accounting

Jerry Sun's Current Company Details
AlphaSights

Alphasights

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AlphaSights - Manager, Capital Markets
london, england, united kingdom
Website:
alphasights.com
Employees:
1670
Jerry Sun Work Experience Details
  • Alphasights
    Business Development Manager, Capital Markets
    Alphasights Sep 2021 - Present
    中国 上海市
    • AlphaSights is the global leader in knowledge on-demand. We connect investment and business leaders with a dynamic network of industry professionals whose informed perspectives help our clients make superior investment and business decisions. With 1400+ employees and nine offices across the US, Europe, Middle East, and Asia, AlphaSights regularly ranks as one of the fastest-growing companies in the world. • Primarily focus on new business development of long-short, long-only hedge funds, asset managers in the Chinese market.
  • Standard Chartered Bank
    Senior Business Development Executive
    Standard Chartered Bank Jan 2018 - Aug 2021
    中国 上海市区
    • Self-develop, maintain, and sign strategic partnerships with corporate consulting company channels on the market to onboard new clients (STO 10mil to 100mil USD companies) for the bank.• Deep dive client’s business background and financial status, provide one-stop financial solutions by using bank’s various products and tools.• Each new business account secures a daily AUM 400,000 USD deposit per month.• FX, L/C, L/G service generates 20,000 USD revenue per month.• Rewarded as Country Level Top 5 Performer, City Level Top 3 Performer in acquiring new HNW clients and Top 1 Performer in cross-sell bank products.• Accumulate over 500 business channels. Personally generates over 500,000 USD Net Sales Revenue for the bank each year.• Communicate with different departments within the bank, coordinate relevant parties to deliver tailor-made services to meet client’s needs and expectations, resolve customer complaints.
  • Verizon
    Financial Analyst
    Verizon Jan 2017 - Mar 2017
    Tulsa, Oklahoma Area
    • Revenue assurance through identifying special pricings, exception policies, and discount rates in Verizon’s customer contracts (Primary clients were Walmart and Toyota)• Analyzed customer orders in accordance with contracts to assure no discrepancies in the company billing system• Using Excel, Access, Verizon’s billing system to create Install, Change, and Disconnect orders for our customers on a daily basis• Cooperated with Verizon’s Account Team when customers sent an issue ticket to solve any billing problems periodically• Helped Team Manager and Senior Analysts with audit reports before the billing cut-off date to assure all reports in the database were without material misstatement
  • Pwc
    Assurance Intern
    Pwc Jun 2015 - Aug 2015
    Oklahoma City, Oklahoma Area
    • Assisted the engagement team in preparing evidence gathering documents withindatabase• Matched sales invoices with supporting documents in SAP accounting system• Prepared revenue sampling test and communicated the result with clients• Cooperated with company’s outsourcing team to prepare 10-Q tie out• Identified Likely Sources of Potential Misstatement and matched the LSPMs with riskfactors on an internal audit flowchart• Completed roll-forward of interim walkthrough documents from prior year to currentyear in the database• Compiled comments from senior managers and partners regarding the client’squarterly financial report
  • University Of Oklahoma - Price College Of Business
    Integrated Business Core
    University Of Oklahoma - Price College Of Business Aug 2013 - Dec 2013
    Oklahoma City, Oklahoma Area
    • Student-run company selling wristbands to benefit Moore Public Schools• Kept track of sales receipts and helped check weekly bookkeeping report• Worked in a team of 20 students to maximize efficiency• Promoted positive morale through encouraging team members• Took initiative to contact OU Career Service and successfully made $900 of revenuefor company – Best Seller of the company

Jerry Sun Skills

Accounting Bilingual In English And Chinese Microsoft Excel Microsoft Word Microsoft Office Powerpoint Budgets Inventory Management Teamwork Time Management Financial Analysis Research Auditing Microsoft Access

Jerry Sun Education Details

Frequently Asked Questions about Jerry Sun

What company does Jerry Sun work for?

Jerry Sun works for Alphasights

What is Jerry Sun's role at the current company?

Jerry Sun's current role is AlphaSights - Manager, Capital Markets.

What schools did Jerry Sun attend?

Jerry Sun attended University Of Oklahoma.

What are some of Jerry Sun's interests?

Jerry Sun has interest in Basketball, Willing To Learn A New Culture.

What skills is Jerry Sun known for?

Jerry Sun has skills like Accounting, Bilingual In English And Chinese, Microsoft Excel, Microsoft Word, Microsoft Office, Powerpoint, Budgets, Inventory Management, Teamwork, Time Management, Financial Analysis, Research.

Who are Jerry Sun's colleagues?

Jerry Sun's colleagues are Hamish Suter, Subashiny Gengatharan, Isabel Abt, Alex Brown, Edem Gnamatsi, Kaia Kaemmerlen, Aditya Manoj Murjani.

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