Xin(Emily) Xu Email & Phone Number

上海市

Boston

• Generated above benchmark returns by implementing holistic portfolio approach and updating research guidelines• Advised sector managers on relative attractiveness of U.S. public companies based on industry analysis, economictrends, company catalysts, company trajectory, and growth opportunities• Conducted valuations using DCF and Historical P/E model presented stock pitches to the panel• Streamlined fund performance tracking by managing spreadsheets and oversaw fund allocation

Shenyang, Liaoning, China

• Managed risks process related to clients’ stock trading risk management reporting tools and systems• Monitored and wrote risk management reports on a timely basis• Supported both front office and back office with tasks associated with Self-directed and Managed Brokerageaccounts• Assisted in conducting clients’ interviews to evaluate risk tolerance, and recommended financial products to meettheir investment goals

Shenyang, China

• Collected accounting information to process daily billing reports for individual businesses• Prepared invoices, journal entries, and financial statements using accounting software• Establish and maintain working relationships with professional colleagues