Jianye Yu Email and Phone Number

• Project research: In-depth studied the OTC derivatives market, drawing detailed scenario analysis, payoff analysis and transaction structure diagrams according to the characteristics of various derivatives, and making 20+ pages of PPT service plans based on the investment perspectives of private equity clients. For example, the cooperation model suitable for subjective bulls: Cross-border Equity Swap, call option, upper split call structure option, airbag option, partial range protection option. Suitable for quantitative private placement: long-short equity swap, index enhanced option; suitable for multi-strategy: snowball, etc.• Customer service: Learned the views of the daily morning meeting and output 20+ key documents, record and organize 20+ in-depth roadshow minutes, and submit them immediately after the meeting, showing efficiency.

• Client Analysis: Analyzed client positions to build in-depth understanding of their needs and investment styles and promoted suitable products and trading opportunities. Used python to mine private equity fund data in South China, found potential customers for the team and proposed a reasonable sales plan• Client Service: Be the link between clients and analysts, summarized the analysts’ point of view, and conveyed effective information to clients in a timely manner. Recorded 40 days morning meetings, hosted 50+ analyst roadshows and reverse roadshows of listed companies. Visited customers by phone or offline, integrated company resources and carried out all-round business docking with clients, including derivatives, investment banking and other businesses

• Modeling and Valuation: Analyzed the prospectus and annual reports of 10+ overseas Chinese stocks such as Alibaba, Meituan, and JD. Formed an in-depth understanding of some target companies, built a revenue split model, analyzed the driving factors of the company's performance growth, and adopted the DCF model for valuing ATHM• Research report writing: Independently completed a 10+ page financial report review (Dada Group), highly praised by analysts. Participated in the writing of the in-depth report Quick Hands, From Slow to Fast, in charge of 3,000+ words analysis of the company's development history and competitiveness• Industry research: Studied the development of community group buying from January 2020 to June 2020; Used the Wechat official account channels to obtain first-hand data of this emerging industry, analyzed 50+ companies in this industry

• Data search and research: Collected data and information about the CPU chip industry; Provided data draft support for 10+ weekly reports; Mined the meaning behind the data and refined market trends and recommendations• Industry report writing: Independently produced 30+ pages of industry tracking PPT every week; assisted in writing 1 in-depth report on the semiconductor industry, mainly responsible for 20+ pages of industry status and development trends• Meeting Summary: Summarized 100,000+ words of conference to gain insight into the industry's cutting-edge trends

1.Studied financial practice skills related to investment banking, and led team to achieve first prize in three competitions.2.Investment Portfolio Design: conducted fundamental analysis of 50 funds and predicted market development trends based on their performance in the last six months, selected a few funds from them to construct an investment portfolio and provide recommendations.3.Family Insurance Investment Design: analysed financial status of a family, including its income, expenditure and investment needs, and designed a detailed insurance investment for this family.