Xing Yan Email & Phone Number

Hong Kong Sar

- Asset servicing and technology solutions for global asset managers and banks

Boston, Massachusetts, United States

- Specialized in assisting Fintech professors in researching Initial Coin Offerings (ICOs) within the Fintech domain.

California, United States

-Developed comprehensive proposals for more than 40 clients, tailoring solutions to their unique needs and aligning them with suitable insurance and investment products, and collaborated with the sales team to enhance client engagement strategies.-Conducted in-depth stock market and funds research on a weekly basis, updating the team with relevant information to customize and optimize investment plans for key clients at NYL Securities and Eagle Strategies. -Spearheaded the introduction of the Nautilus group to high-end clients by utilizing data analysis with Python to target specific demographics. Achieved over 10% increase in engagement with high net worth clients, bolstering the company's market outreach.

Shenzhen, Guangdong, China

-Participated in the Chinese main board IPO project in the seasoning industry, assisting in preliminary due diligence, industry research, distributor verification, confirmation and report compilation.-Gathered comparable company data with utilizing websites such as Wind Financial Terminal, Jianwei Data, Cninfo and China Securities Journal, independently conducted research on specific declaration information cases, and compiled above 20 reports.-Collected declaration materials, organized working drafts, reviewed over 20 project proposals, and prospectuses.-Worked on-site at the issuing company for 3 months, coordinated with law firms, accounting firms, and management teams of the issuer, compiled meeting minutes, and regularly organized data for further using.

Jiangxi, China

-Authored and published 20 Industrial and stock reports collaborating in a team with 3 senior analysts using analysis and data collected from daily researches-Researched the latest trends and conducted market analysis by organizing data in Excel and using PowerPoint for results reporting-Consulted 3 relevant experts to examine prospects of different industries (Non-metallic material, Photovoltaic, Snack), and concluded profitable industries for investment-Investigated 3 companies, interviewed 5 people in charge in different departments for information about companies and development, and wrote stock forecast reports for each company

Hangzhou, Zhejiang, China

-Organized and verified credit documents for 8 companies collaborating in a team with senior credit analysts and generated reports for higher level investigation-Investigated credit information for 13 key clients through in-person interviewing and detailed document checking-Facilitated marketing by advertising new financial products to potential clients at the beginning of every month, resulting in a conversion rate of 10%

Jiangxi, China

-Managed the ICBC's credit evaluation system and generated reports for each company-Tracked flows of companies' loan funds with ICBC's system, and report suspicious activities in a timely manner

Bachelor'S Degree, Fintech

Education record