Mengfei Chen Email & Phone Number

福州

1：Handling clients service such as product inquiries, financial planning, service issues/problems. 2: Delivering professional and independent advice on financial planning and offer suitable advice to clients. 3：Serving targeted clients to meet their financial needs. 4：outsourcing and developing affluent market prospects through different channels..

China

Participated in the IPO project of Bama Tea Co., Ltd., mainly responsible for analyzing the company’s business, industry-related policies, industry status, industry potential risks, core competition, intangible assets, business qualifications, and conducted research with technology, and participated in writing some chapters of the company’s equity pitch.

China

• Conducted investigation on the convenience store industry, take Bianlifeng for an instance, collected relevant information on the development history, market size and growth rate, and analyzed the characteristics of.
• Conducted research on Bianlifeng's profit model and main business, assisted in writing business model and product introduction report, collected Bianlifeng’s financing history and valuation related data, compared the.
• Collected Bianlifeng’s business model, qualifications, technology research and development, brand and product-related information, and assisted in writing core advantage analysis reports.

Fuzhou, Fujian, China

• Assisted in all HR duties such as employee on-boarding/off-boarding, maintaining employee records and documentation, updatedemployee files, checked benefits background and benefits packages;
• Assisted the manager to schedule, coordinate and execute training activities across the firm

Fuzhou, Fujian, China

• Assisted analysts to collect and sort out industry research materials, and performed graphical visualization analysis of data, and provided data support for analysts to write industry research reports;
• Assisted investment managers to classify clients’ investment preferences, monitored and assisted on the strategy’s asset allocations, holdings for individual investor related to investment trading products, fund.
• Assisted the marketing department to hold the latest investment strategy sharing session to update customers with the latest market information, monitored market trends, stock movement, large-cap industry behaviors to.

硕士, Quantitative Finance

Bachelor Of Business Administration - Bba, Finance, General