Ricky Chen Email & Phone Number

Shanghai, China

1. Independently prepared 15+ working papers at each phase, well-acquainted with the necessary documentation for bidding and project processes; skilled in inter-bank and corporate bonds integrity inquiries.2. Contributed to 10+ company debt bidding projects, proficient in creating and updating bidding documents; compiled 3+ corporate bond annual reports. 3. Engaged in the complete bond underwriting process, encompassing management interviews, due diligence, and financial model development; experienced in related business travels (assistant underwriting).

Beijing, China

1. Conducted interviews with stakeholders, compiled 40+ meeting minutes and handled 120+ correspondence letters pertaining to sales matters.2. Managed cash verification and ensured the integrity of original voucher contents, including authorization approvals and financial processing; verified related party transactions, including price comparison contracts and meeting resolutions.3. Oversaw transaction verification for over 30 high-level personnel, involving cross-referencing account lists, creating control tables, and analyzing large account transactions and fund nature.4. Verified large capital transactions, including scrutinizing transactions from 50+ corporate accounts, assessing accounting vouchers and business statements, and identifying abnormal transaction volumes; participated in mid-year inventory assessments, overseeing stock checks, and reconciling account discrepancies.

Shanghai, China

1. Summarized and analyzed over 80 credit rating reports of companies desiring asset securitization, focusing on rating results, underlying assets, and transaction files2. Refined rating reports at all levels of the targeted companies, updated 500+ information changes of securitized assets in CNABS, and assisted with front-end data visualization 3. Assisted CCXI to complete securitization product data collection, learn to use Python to collect and clean financial data, update asset securitization product data and cash flow modeling

Taizhou, Jiangsu, China

1. Proficient in counter operations including account opening, bank-securities networking, and account inquiries; adept at setting up apps and updating risk ratings, with a deep understanding of securities business processes.2. Analyze market trends, stock prices, and trading volumes; create daily and weekly report summaries; adept at introducing customers to financial products and understanding the scope of customer service.3. Organize weekly meeting minutes and fund product details; assist managers with account compliance reviews and business report creation; skilled in using Excel for customer information analysis and organization.

Burnaby, British Columbia, Canada

Recommend and introduce suitable courses to consumers including CFA, CPA, IELTS and some university courses. Give them some help in academic

Master Of Science - Ms, Financial Mathematics, 4.0

Business Administration And Management, General, 3.58

Activities and Societies: Orientation leader, Simon Fraser University, VolunteerFor developing the ability to actively communicate.

Business Administration And Management, General