Ni Yan, Cfa

Ni Yan, Cfa Email and Phone Number

Sr Research Analyst @ S&P Global
Ni Yan, Cfa's Location
Huangpu District, Shanghai, China, China
Ni Yan, Cfa's Contact Details

Ni Yan, Cfa work email

Ni Yan, Cfa personal email

About Ni Yan, Cfa

Ni Yan, Cfa is a Sr Research Analyst at S&P Global. She possess expertise in mathematics, returns, writing, market, surgery and 93 more skills. She is proficient in Mandarin and English.

Ni Yan, Cfa's Current Company Details
S&P Global

S&P Global

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Sr Research Analyst
None
Employees:
16
Ni Yan, Cfa Work Experience Details
  • S&P Global
    Sr Research Analyst
    S&P Global
  • S&P Global
    Sr Research Analyst
    S&P Global Sep 2022 - Present
    Shanghai, China
  • Kheng Leong Shanghai Ventures Investment
    Equity Researcher
    Kheng Leong Shanghai Ventures Investment May 2018 - Present
    Shanghai, China
    • Generating stock ideas of A/H -shares, especially in new energy, consumer discretionary and materials. Successfully recommend LONGi, Goldwind, Oppein and Fuyao Glass. • Conduct due diligence on portfolios and candidates in A/H market, in new energy, auto, high education, materials and financials sectors. • Performing research on requested topic about Chinese market, including US-traded Chinese stocks delisted issue, Dual Control of Energy and Carbon Consumption, Double reduction policy in education, China property default issue,etc. Colleting China macro and industry data and updating related events. • Maintaining good communication with portfolio manager in Singapore, professions, company’s management teams, etc. • Assisting in venture program (Pre-IPOs/M&A/startups) research, through industry/market /project risk/ competitors/financial analysis.
  • Hiorient Hedge Fund
    Analyst/Portfolio Manager Assistant
    Hiorient Hedge Fund Feb 2016 - May 2018
    Pudong, Shanghai, China
    1. Responsible for 4 covering sectors for HK listed Chinese companies, including Utility, Health care, Materials and Consumer staples: Huaneng Renewables, Datang Renewables, China Suntie, Huadian Fuxin, Dynagreen,Shineway, Yichang Changjiang Hengan, Sasa etc. over 30 companies.2. Researched macroeconomic factors, industrial future and competitive advantages of potential investment targets. Developed DCF and comparable models with sensitivity analysis, and prepared reports for portfolio manager.3. Performed management and financial due diligence on target companies by analyzing financial report, field research and interviews with the management .4. Successfully recommended 956 0.8HKD (175%) , 1866 2.03HKD(92%), 1588 19HKD(74%) ,178 2.78HKD (40%). Responsible for daily trading a fund management account of over 10 million HKD with absolute return of 26.9% in 2017.
  • Citco Fund Service Shanghai
    Operation Analyst
    Citco Fund Service Shanghai Jun 2014 - Feb 2016
    Pudong, Shanghai, China
    1. Excellent at trade processing for global hedge fund clients: Soros Quantum Fund, PDT, Caxton etc.2. Familiar with all financial products trade processing in global markets include stock, sovereign/corporate bonds,futures, options and other OTC/Derivatives.3. Support Fund Accounting month-end close processes and related financial statement preparation.
  • Essential Investment Partners, Llc
    Portfolio Manager Assistant Intern
    Essential Investment Partners, Llc Jun 2012 - Sep 2012
    Greenwood Village, Co
    • Performed equity analysis of Stryker, Intuitive Surgical, Gilead, YUM! and Nike through a detailed DCF spreadsheet model and a write up regarding the company’s recent earnings reports and future prospects. • Used insights as a Chinese nation to analyze international companies and augment research capability.
  • Jinchen Education Institution
    Teaching Assistant
    Jinchen Education Institution Feb 2011 - Jun 2011
    Managed a classroom of 50 students; communicated with students and supported them in problem-solvingPlanned lessons for students and prepared teaching materials which assisted teachersCorresponded with teachers to develop schedules
  • Yunnan International Trust Co., Ltd
    Financial Analysis Intern
    Yunnan International Trust Co., Ltd Jul 2010 - Sep 2010
    Shanghai City, China
    Conducted relevant industry research and performed accurate research report which supported investment of stocks and bonds in China securities marketsMined large amounts of data that helped manage portfolios in evaluating new shares Participated in 6 conferences with inventors discussing topics such as product competitiveness, industry market and respected returns on stocks
  • China Construction Bank
    Wealth Management Intern
    China Construction Bank Jul 2009 - Sep 2009
    Conducted personal finance research and analysis which evaluated credibility for personal loans and provided a full range of financial information services including investment suggestions and guidance, capital management and risk managementResearched capital market, forecast trends of market and drafted detailed and data-supported research report which optimized investment portfolioInvolved in marketing campaign of fund, demonstrated knowledge about basic operations of agency business in bank

Ni Yan, Cfa Skills

Mathematics Returns Writing Market Surgery Prospects Shanghai Students Evolution Finance Construction Linear Algebra Legal Scholarships Cancer Management Personal Finance Insurance Planning Feasibility Studies Science International Economics Statistics Rules Microeconomics Powerpoint Bonds Financial Forecasting Capital Iq Valuation Rural Finance Grass Gis Portfolio Management Capital Markets Bloomberg Business Services Trade Unions English Reports Industry Research Financial Accounting Microsoft Excel Risk Management Denver Probability Conferences Research Shares Capital Commercial Real Estate Analysis Campaigns Advertising Agency Root Hospitals Economics Economy Corporate Finance Dcf Security Analysis Financial Modeling Data Analysis Chinese Schedules Investment Portfolio Operations Marketing Qos Engagement Classroom Paper Linkedin Chartered Financial Analyst Macroeconomics Usa Regulations Banking International Trust Teaching Political Science Spreadsheets Investments Academic Business Insights Lessons Medical Intuitive Microsoft Word Stocks Rate China Financial Analysis Financial Research Problem Solving Yum International Companies Mandarin Evaluation Securities

Ni Yan, Cfa Education Details

  • Daniels College Of Business, University Of Denver
    Daniels College Of Business, University Of Denver
    3.75
  • East China University Of Political Science And Law
    East China University Of Political Science And Law
    3.65

Frequently Asked Questions about Ni Yan, Cfa

What company does Ni Yan, Cfa work for?

Ni Yan, Cfa works for S&p Global

What is Ni Yan, Cfa's role at the current company?

Ni Yan, Cfa's current role is Sr Research Analyst.

What is Ni Yan, Cfa's email address?

Ni Yan, Cfa's email address is yn****@****ail.com

What schools did Ni Yan, Cfa attend?

Ni Yan, Cfa attended Daniels College Of Business, University Of Denver, East China University Of Political Science And Law.

What are some of Ni Yan, Cfa's interests?

Ni Yan, Cfa has interest in Investingonline Shoppingtravelling, Social Services.

What skills is Ni Yan, Cfa known for?

Ni Yan, Cfa has skills like Mathematics, Returns, Writing, Market, Surgery, Prospects, Shanghai, Students, Evolution, Finance, Construction, Linear Algebra.

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