Menglu Z. is a Product Manager at 上投摩根基金管理有限公司. They possess expertise in customer service, microsoft office, microsoft excel, project management, microsoft word and 3 more skills. They is proficient in French and English.
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Product Manager上投摩根基金管理有限公司Rochester, Ny, Us -
Product Manager上投摩根基金管理有限公司 Jun 2022 - Present中国 上海市 浦东新区 -
Product Manager汇丰晋信基金管理有限公司 Nov 2019 - PresentShanghai -
Equity Research Analyst(Pharmaceutical)国泰基金管理有限公司(国泰元鑫) Aug 2016 - Nov 2019ShanghaiIssued 9 funds and responsible for the research and duration management work•responsible for funds issuance work relating to the contract, marketing plan and regulation document;•Construct quarterly fund performance reports (Brinson model) and the market analysis reports;•Design the structure of funds and maintain good relationship with regulatory department, banks and cooperators•Conduct the assigned industry and company reports related to regulation policy, funds markets and investment strategy;Buy-side equity research to support investment banking department & equity investment department• Conduct due diligence on target company involves gathering information (public disclosure, supplier, competitors and relevant sources) and write project proposal or relevant report;• Focus on pharmaceutical and furniture industry, generate predictive research and recommendation on equities and sector;• Construct industry database covered equity investment event and customized-database for digging out insights;• Organize morning meeting, stock recommendation, training and build a good relationship with working partner;
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Wealth Management Business InternGuotai Yuanxin Asset Management Co. Jul 2014 - May 2015Shanghai•Assisted with preliminary research before developing marketing plans, conducted analysis in market trends, consumer needs, competitors and consumer feedback• Involved in implementation of marketing plans, visited customers and introduced the Wealth Management Department’s products, helped organize promotion activities and invite potential customers• Attended business meetings with clients, was responsible for supporting work including recording details of the negotiations, writing meeting minutes and summarizing relevant files• Got familiar with major asset management business, was responsible for wealth management plan of Tailong Bank, took part in the Employee Stock Ownership Plan of Markor Group (600337)
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Product Manager AssistantGlaxosmithkline Jul 2013 - Sep 2013Shanghai• Helped with market research, positioning, and writing marketing programs• Assisted with forecasting sales and feasibility analysis of new products • Completed PPT for 2013 Product Plan of Fraxiparine
Menglu Z. Skills
Menglu Z. Education Details
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Business Administration In Marketing Analytics
Frequently Asked Questions about Menglu Z.
What company does Menglu Z. work for?
Menglu Z. works for 上投摩根基金管理有限公司
What is Menglu Z.'s role at the current company?
Menglu Z.'s current role is Product Manager.
What schools did Menglu Z. attend?
Menglu Z. attended University Of Rochester, East China University Of Science And Technology.
What skills is Menglu Z. known for?
Menglu Z. has skills like Customer Service, Microsoft Office, Microsoft Excel, Project Management, Microsoft Word, 管理人员, 战略规划, 领导力.
Who are Menglu Z.'s colleagues?
Menglu Z.'s colleagues are Judy Shui, Hawk Ma, Vicki Xu, Xinyao Tian, Tony Huang, Kostta Wang, 周广林.
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