Y. D.

Y. D. Email and Phone Number

UCL CBE 22’ | Family Office • Investment Fund • Wealth Management @ A Family Office
1 Place Ville-Marie, Montreal,Quebec H3B 4R4,Canada
Y. D.'s Location
London, England, United Kingdom, United Kingdom
About Y. D.

Y. D. is a UCL CBE 22’ | Family Office • Investment Fund • Wealth Management at A Family Office. They is proficient in English.

Y. D.'s Current Company Details
A Family Office

A Family Office

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UCL CBE 22’ | Family Office • Investment Fund • Wealth Management
1 Place Ville-Marie, Montreal,Quebec H3B 4R4,Canada
Employees:
11
Y. D. Work Experience Details
  • A Family Office
    Associate
    A Family Office Oct 2022 - Present
    Mayfair London, United Kingdom
  • Orient Securities
    Financial Analyst Assistant
    Orient Securities Dec 2021 - Oct 2022
    Shanghai, China
  • Guotai Junan Securities Co., Ltd
    Investment Banking Intern
    Guotai Junan Securities Co., Ltd Jun 2021 - Dec 2021
    Shanghai, China
    • Collaborated extensively on a range of debt advisory projects with regular interaction with clients, banks, debt funds, advisors, and senior management;• Assisted in development and maintenance of financial models and proposals-including bidding documents, and in the writing of project approval documents, prospectus, explanatory documents, due diligence reports;• Responded to the queries from internal senior management and quality control teams, organised the pitchbooks and manuscripts of projects and assisted other daily affairs.
  • Hua Chuang Securities Co Ltd
    Assistant Financial Analyst
    Hua Chuang Securities Co Ltd Aug 2020 - Jun 2021
    Shanghai, China
    • Analysed listed companies in the communications industry, updated data by following the official website of the Ministry of Industry and Information Technology and GSA, and accomplished in-depth reports of leading companies that benefited from Satellite Internet, 5G+Cloud, Internet of Things or Chip Technology;• Researched the phenomena and modes of rebates of Qualcomm, recognising that rebates of Qualcomm accounted for a larger proportion of the profits of the two domestic companies, and the proportion was increasing year by year;• Operated the Official Accounts independently to disclose the internal reports to the potential institutional customers, the amount of which has increased by 500%.
  • Nyic (New York International Capital, Llc)
    Investment Banking Analyst, Global Cloud Investment Banking Division Of Nyic
    Nyic (New York International Capital, Llc) May 2020 - Aug 2020
    New York, United States
    • Looked to raise capital, license out assets, or execute a liquidation strategy of engaged client companies to the buy-side primarily based in U.S. and other western countries;• Performed DCF corporate valuations, developed pitch books, conducted the due diligence investigations, supported the negotiations, maintained database;• Outreached a potential corporate investor successfully and scheduled and hosted online meetings and conferences between the buy-side and the sell-side.
  • Everbright Securities
    Investment Banking Intern
    Everbright Securities Mar 2020 - May 2020
    Shanghai City, China
    • Assessed financial statements of subsidiaries of the company, and checked bank accounts, the third-party payments, the capital flow of shareholders and actual controllers; • Finished the financial part and the business part of IPO declaration materials submitted to the China Securities Regulatory Commission, e.g. the prospectus and other documents;• Engaged in financial due diligence and legal compliance interviews and responded the internal audit opinions and inquiry letters from banks, customers, and suppliers.
  • China Merchants Securities Co., Ltd.
    Assistant Financial Analyst
    China Merchants Securities Co., Ltd. Aug 2019 - Feb 2020
    Shanghai, China
    • Detected the latest trend, market scales and competition patterns, and developed roadshow pitch books for the listed companies in the pharmaceutical industry;• Produced in-depth reports, including the financial analysis, relative valuation models, and absolute valuation models (such as CAPM, WACC and DCF models); • Fulfilled administration responsibilities of disclosing internal information to institutional customer groups including well-known funds, private equities, and venture capitals.
  • Industrial Securities Co.,Ltd.
    Assistant Financial Analyst
    Industrial Securities Co.,Ltd. Jun 2019 - Aug 2019
    Shanghai, China
    • Researched textile and apparel industry: market scale, operation mode, industrial chains, competition patterns and domestic industrial policies, applied PEST method to figure out the influential factors of the industry development;• Collected original data through Wind and Bloomberg, analysed the daily stock market (rises and falls of the share prices of industry and individual company, bulk deals, seasoned equity offering), paid attention to fluctuation of China cotton price index data and screened the company announcements of selected stocks.
  • Moore Global
    Audit Assistant
    Moore Global Jan 2019 - Feb 2019
    • Audited monetary capitals of a state-owned enterprise, and performed the confirmation procedure and two-way spot check to inspect the large amount withdrawals and payments;• Checked the expenditures on the balance sheet to see whether the supporting documents were multiperiod and paid attention to fixed assets, unfulfilled financing incomes, outstanding entries, and the interest expenditures on long and short-term borrowings.
  • Prudential Hong Kong
    Asset Management Intern
    Prudential Hong Kong Dec 2018 - Jan 2019
    Hong Kong
    • Led teammates to estimate future earnings from investment in wealth management products, based on annual income, growth rate, and necessary expenditure of customers;• Provided investment solutions to clients, optimising the investment fund portfolio comprised of growth funds, value funds, and balanced funds, and estimated the highest return rate through the Monte Carlo simulation model.
  • Shanghai Pudong Development Bank
    Summer Intern
    Shanghai Pudong Development Bank Jul 2018 - Oct 2018
    Jinan, Shandong, China
    • Carried out credit and default risk analysis, dealt with the post-loan litigation cases, confirmed the principle fees, and wrote the civil indictments and the letter of authorization;• Registered 602 lawsuit cases with a target amount of about 900,000¥through the court internal system, handled court summons, and handed over court acceptance notices.

Y. D. Education Details

Frequently Asked Questions about Y. D.

What company does Y. D. work for?

Y. D. works for A Family Office

What is Y. D.'s role at the current company?

Y. D.'s current role is UCL CBE 22’ | Family Office • Investment Fund • Wealth Management.

What schools did Y. D. attend?

Y. D. attended Ucl, Shandong University Of Finance And Economics, Shandong Experimental High School, University Of Cambridge.

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