As an intern within the Investment Banking Division at Haitong Securities, I am deeply engrossed in unraveling the intricate workings of the business realm. My current role involves meticulous due diligence, in-depth industry research, equity underwriting, and detailed case analyses, all of which sharpen my ability to unearth pivotal insights and assess business landscapes.Looking forward, my aspirations gravitate towards a dynamic and globally oriented business milieu, where I can apply my analytical acumen to foster enduring value creation. I aim to leverage my expertise in financial analysis, modeling, and macroeconomic comprehension to navigate multifaceted commercial terrains. My fascination with historical resource allocation trends and a steadfast commitment to effective communication and problem-solving fuel my eagerness to tackle challenging projects that deepen my industry insights.My journey is guided by a quest to approach business complexities with a nuanced understanding, seeking opportunities to innovate and contribute meaningfully to the evolving fabric of commerce.
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Researcher InternChina Asset Management Co., Ltd. May 2024 - Aug 2024Beijing, ChinaAsset pooling due diligence reportfinancial statements and audit verificationcontinuous observation and summary of related market dataproduct sequence backtestmonetary fund screeningproduct maximum drawdown calculationquota communicationsales materials preparationgold price prediction,real estate and bond research. -
Investment Banking InternHaitong Securities Jan 2024 - May 2024Changzhou, Jiangsu, ChinaParticipate in the procurement walking test of the IPO company in 2022 and 2023, conducte the walking tests of the procurement contracts and acceptance reports during the reporting period, and extract accounting vouchers for testing.Understand the relevant contents of field interviews, participate in interviewing and inquiring of suppliers and customers, including the way of business development with the IPO company, the situation of purchase, sales and inventories, calculation methods, etc., and evaluate the substitutability of customers and suppliers. Assist in recording interview content and preparing written transcripts. Sent and track a total of 300+ confirmations.In the financial due diligence of the IPO company, the company and its subsidiaries will be checked for a large bank statement in 2023, focusing on statement of more than 500,000 yuan and more than 5 million yuan from the company and its subsidiaries and the bank statement of more than 50,000 yuan from the senior managers of the company. -
Financial Services ManagerCapital Securities Corporation Limited Jul 2023 - Sep 2023Shenzhen, Guangdong, ChinaConducted comprehensive industry research to discern emerging trends and insights, engaging directly with industry leaders to gather nuanced perspectives on market dynamics and investment opportunities.Assisted in the identification and recruitment of subject matter experts, meticulously evaluating their qualifications to ensure alignment with client needs and project requirements, emphasizing a commitment to precision and client-centricity.Supported the development of client relationships by providing tailored research solutions and addressing client inquiries promptly and effectively, fostering trust and satisfaction, essential elements in the investment advisory realm.Managed multiple research tasks concurrently, demonstrating adeptness in prioritization and attention to detail, essential qualities for navigating dynamic and complex projects within the investment landscape.
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Investment Advisor AssistantChangjiang Securities Co., Ltd Jul 2022 - Aug 2022Jingzhou, Hubei, ChinaParticipate in the business of securities sales department, familiar with the relevant processDaily assistant work such as consulting with customers and filing materials.Learn knowledge and laws related to securities industry.Have a deep understanding of Changjiang Securities' main products and their principles, among which snow ball products are the main ones.Assist investment manager to analyze and explain the advantages and disadvantages of snow ball products to customers.
Zixi Chen Education Details
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悉尼大学Gpa3.3/4.0
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Zixi Chen attended 悉尼大学.
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