Tim Chen Email & Phone Number

Shenzhen, Guangdong, China

Responsibilities:1, Project management: including project search, business negotiation, project reserve, due-diligence, project feasibility report, etc. 2, Sales management: including coordination with insurance company, bank and finance company, road-show PPT preparation and presentation, preparation of bidding material to insurance company, negotiation with buyers about product design and to know his needs.3, Product management: including product design, cash flow test, internal product reporting, external agency management, supervisory product reporting and pro-investment management, etc.Achievements 1, Assisting to complete 3.05 billion investment, with project from SOE, big private company and buyers from bank and finance company.2, Complete CIPC bidding project.

Shenzhen

1, Act as operations supervisor to ensure all businesses related to Corporation Action, QDII, Social Security Fund and Trade Unit are processed by the team in a timely, efficient and accurate manner. 2, Daily fund operations duties like accounting, position management, clearing, and reporting3, Provide supervision and training to junior team members4, Contact with accounting firm to arrange annual audit, capital verification, etc.5, Contact with foreign broker and custodian to arrange QDII settlement and account openning6, Building up the first operation control system in fund industry and backoffice report center7, Provide fund operation data to other departments8, Reporting to regulator9, Management of domestic trade units10, Daily fund operation risk controlAchievements 1, Successfully build up the first operation control system in fund industry, which significantly enhances work efficiency and reduces operations risk.2, Successfully build up operations report centers3, Setup of QDII Fund (including the first Hongkong high yield bond fund in China), Tranches Fund, Guarantee fund, and invest tools like structure products.

Shenzhen

1. Conducting Each Audit systematically including Planning, Control Evaluation, Substantive Test and Completion Deliverables 2. Review journal entries to conduct financial analysis3. Bank credit review4. Risk control assessmentAchievements 1. Accomplish audit work for key account like China Merchants Bank, China Construction Bank, etc.