Jun Dai Email & Phone Number

中国 上海

Shanghai

• Engaged in the Department of ABS (Asset-Backed Securities) Services; Explored the collaboration with 8 Financial Lessors, 2 securities companies and 4 commercial banks.• Participated in two ABS projects, mainly in charge of the collection of the demands of originators and potential investors, the conduct of due diligence, the establishment of financial models, and etc.• Assisted in the management of around 10 multi-cell structured products, including the establishment of new units, the maintenance of customer relationship, and etc.• Explored creative and promising opportunities, such as China Voluntary Emission Reduction Projects (CCER) and Gold Leasing Projects.

Hong Kong

• Served as student consultant in the Global Business Practicum• Applied the top-down analysis framework to establish a review system for regulatory compliance; introduced a compliance lifecycle as maintenance process for the system.• Obtained valuable insights from investment bank inside about the rough descriptions of every position, the daily operation of each department, the risk management mechanisms, and etc.

Shanghai

• Interned in the Department of Financial Advisory Services (FAS).• In charge of the research of the current state of Heath Care Industry in China; assisted actively to generate current and potential market capability estimation of Health-Care instruments.

Shanghai

• Participated in the China Expansion Project of a world leading engineering company; conducted an industry analysis of the engineering tools in China; assisted to propose several feasible solutions and recommendations.• Worked about average 12 hours per day and adapted to the high-pressure working environment.

Shanghai

• Worked as a project leader to propose a fair and reasonable approach to assign sales objectives of financial products among different branches by EVIEWS and MSEXCEL; Praised highly by the Branch President;• Acquired knowledge and insights of the daily affairs and potential problems in a branch of Chinese State Banks;

Shanghai

• Learned from inside about the attractiveness of the financial products of a worldwide commercial bank.• Interviewed new clients for their current risk willingness and ability, as well as their requirements.

Master'S Degree, Finance, 85/100

International Graduate Merit Scholarship Melbourne Global Grant Second-prize team in the CAINZ portfolio competition sponsored by Evans.

Bachelor Of Commerce (B.Com.), Financial Engineering, 85.27/100

Activities and Societies: Invited Reporter to present my own essay on the Global Chinese Real Estate Congress Team Leader of a field trip.

Exchange Student, Risk Management, 92.60/100