IPOFinancial advisory

Investment Banking Analyst in the Initial public offerings group, focusing on IPOs in the ChiNext stock market.• Assisted senior manager with the underwriting of public securities in the ChiNext stock market.• Performed industry research on e-commerce and manufacturing industries through in-person interviews with industry experts and using Bloomberg and Wind• Drafted a prospectus on an IPO and assisted VP with due diligence on the company’s financials and capital structure during… Show more Investment Banking Analyst in the Initial public offerings group, focusing on IPOs in the ChiNext stock market.• Assisted senior manager with the underwriting of public securities in the ChiNext stock market.• Performed industry research on e-commerce and manufacturing industries through in-person interviews with industry experts and using Bloomberg and Wind• Drafted a prospectus on an IPO and assisted VP with due diligence on the company’s financials and capital structure during several on-site visits. Show less

Assisted managers to design financial products including mutual funds, private equities, fixed income investment and quantitative products• Assisted managers to design financial products in mutual funds, PE, fixed income, FOF, QDII and other quantitative products based on portfolio compositionsuggested by GF’s research team and investors’ objectives; performed compliance checks on investors’ qualification• Monitored and analyzed interest rate movements and market liquidity; drafted… Show more Assisted managers to design financial products including mutual funds, private equities, fixed income investment and quantitative products• Assisted managers to design financial products in mutual funds, PE, fixed income, FOF, QDII and other quantitative products based on portfolio compositionsuggested by GF’s research team and investors’ objectives; performed compliance checks on investors’ qualification• Monitored and analyzed interest rate movements and market liquidity; drafted analysis reports on macroeconomic factors and global equity indexes• Assist managers to apply the collected sources to daily report, weekly report and monthly report for high net worth clients• Take part in the internal meeting with other department, prepare statistic models and design the slides or posters. Show less

Mined database and researched into the Index futures by Fundamental Analysis, use Bloomberg, Wind to collect historical data of commodities such as zinc, gold, oil as well as securities and bonds, and to finish industrial research.Analyzed the market liquidity for the last three months and the growth of interest rate, draft the analysis report including macroeconomic factors and indexes.Assist managers to apply the collected sources to daily report, weekly report and monthly report for… Show more Mined database and researched into the Index futures by Fundamental Analysis, use Bloomberg, Wind to collect historical data of commodities such as zinc, gold, oil as well as securities and bonds, and to finish industrial research.Analyzed the market liquidity for the last three months and the growth of interest rate, draft the analysis report including macroeconomic factors and indexes.Assist managers to apply the collected sources to daily report, weekly report and monthly report for high net worth clientsTake part in the internal meeting with other department, prepare statistic models and design the slides or posters.Organized activities such as entertainments and charities to take the social responsibilities. Show less

Communicated with the oversea subsidiary such as the Hong Kong SKY HERO and Singapore GIOBE HERO in terms of goods price, shipping period, declaration and payment methodsVerified the contracts including diverse vouchers and documentsCooperated with the foreign banks for Letter of Credit and redemption warehouse receipt Made price check and finished hedging transactions for risk averse