Wei（Kayla） Shi Email & Phone Number

上海, 中国

Shanghai，China

• Organized the fund manager's views to complete the meeting minutes and reports; assisted in weekly research projects on Trust and Funds; produced marketing materials• Carried out routine maintenance for clients such as banks and trusts, statistically analyzed fund market and product information; assisted in product roadshows

• Using SAP system to do the reconciliation work with other departments on the R & D expense ledger • Examined all the contracts for 4 aircraft research programs and generated data presentations

Shanghai, China

• Conducted research on the disclosures of three companies and interacted actively with customers • Responsible for the papers of FA&IA and worked for papers including AP, AR, OP and bank statement, etc. • Analyzed client's leasing documents, modified hundreds of scripts and finished a week's contract summary in 2 days• Gained the Early Employment Offer

上海, 中国

• Rotated between the Retail Business, Credit Loan, Marketing and Banking Desks• Promoted two wealth management products, clinched 8 deals in one week and conducted mediation between clients and financial advisors• Checked the bank flow and personal credits to examine the eligibilities of borrowers of corporate loans; participated in 2 field investigations • Calculated monthly payments for buyers in the sales office, assisting in the planning of housing loans

Master'S Degree, Mmpa

Financial Management