Junyi Liu Email & Phone Number

Beijing, China

1. Practiced the structural methodology of 20+ financial products, conducted monthly sales analysis by Excel and Tableau's time series analysis to identify seasonal sales trends and long-term growth/decline.2. Engaged in roadshows and product analysis seminars to find potential sales opportunities and converted 12% into clients.3. Operated with asset management department co-workers in teams to build asset allocation models and made portfolio allocation schemes by evaluating different… Show more 1. Practiced the structural methodology of 20+ financial products, conducted monthly sales analysis by Excel and Tableau's time series analysis to identify seasonal sales trends and long-term growth/decline.2. Engaged in roadshows and product analysis seminars to find potential sales opportunities and converted 12% into clients.3. Operated with asset management department co-workers in teams to build asset allocation models and made portfolio allocation schemes by evaluating different portfolio performance, finally recommended suitable products to clients. Show less

Shanghai, China

1. Assessed metrics of profitability, capital adequacy ratio (CAR) and asset quality ratio by updating annual and quarterly data in Excel to generate stock analysis ratings for target banking industry companies.2. Conducted daily market news research for 18 banks and wrote weekly industry reports using analysis tools: Wind & Bloomberg.3. Collected financial research journals of Basel Agreement to write theme report “The evolution of U.S. capital regulation and capital instruments,”… Show more 1. Assessed metrics of profitability, capital adequacy ratio (CAR) and asset quality ratio by updating annual and quarterly data in Excel to generate stock analysis ratings for target banking industry companies.2. Conducted daily market news research for 18 banks and wrote weekly industry reports using analysis tools: Wind & Bloomberg.3. Collected financial research journals of Basel Agreement to write theme report “The evolution of U.S. capital regulation and capital instruments,” providing a reference for Chinese small-sized banks to expand capital replenishment tools and capabilities.4. Compiled and reconciled drafting reports and assisted in completing the semi-annual in-depth report of Chengdu Bank in 2020. Show less

Pudong, Shanghai, China

1. Worked with the operation department to establish and execute campaigns across all marketing channels. Also, in charge of producing content operations on social media to advertise the brand and investment information of products to 30k+ clients.2. Expanded overseas asset management business by involving interdepartmental projects and cooperating with international suppliers, and maintained premium relationships with 20+ high-net-worth family office clients to achieve business… Show more 1. Worked with the operation department to establish and execute campaigns across all marketing channels. Also, in charge of producing content operations on social media to advertise the brand and investment information of products to 30k+ clients.2. Expanded overseas asset management business by involving interdepartmental projects and cooperating with international suppliers, and maintained premium relationships with 20+ high-net-worth family office clients to achieve business goals.3. Planned and implemented major events: Entrepreneurship Sharing Seminar, DUKE Shanghai Alumni Event, etc. Show less

Chengdu, Sichuan, China

1. Identified and gathered clients’ needs, support operations and risk analysis with the manager to assess and alert risk factors.2. Acquired the business of customer asset allocation and participated in professional training of 10+ investment products.

Master Of Management Studies, Management

Bachelor Of Arts - Ba, Political Economy

Bachelor Of Arts - Ba, Political Economy (Economics Track)

High School Diploma, Science, A

Activities and Societies: 篮球队成员basketball team member/生物研究社 部长biology research club 16-17 “Xiping” scholarship owner —outstanding quality.

Leadership Certification I, Summer Program（Global Leadership Academy）, Leadership Certification I

Activities and Societies: raise a local donation for global child trafficking