Yaqi Chen, Cfa Email & Phone Number

英国

• Produced and published high-quality portfolio reports promptly and independently solved external and internal client requests, including currency movement analysis and future cashflow Projection.• Data Management includes collecting and processing daily, weekly and monthly such as NAVs, credit rating, London WM rates, volatility and MSCI index capture in our internal ROMP and Calypso System. • Liaised with the portfolio implementation, trading and investment departments to analyse and perform the trading lifecycle. • Calculated and reported overlay scheme performances and attributions based on currency rates changes and integrated multi-strategy returns upon the portfolio managers' tactical trading strategies. • Created and maintained GIPS Database in excel as well as third-party consultancy databases, updated and delivered the counterparty risks and portfolio risk summary to the front risk office on a daily and weekly basis. • Assisted the client and investment teams to prepare quarterly and yearly portfolio performances and RFP for new clients. Cooperated with system/IT departments to test new functions in the Calypso and ROMP and new business intelligence tools to improve the efficiency and automation of the reporting works. • Worked closely with the regulation and portfolio team to provide swift responses to the new onboarding clients and ensure the existing performance reports comply with the latest MIFIR regulations.

Windsor, United Kingdom

New London

• Assisted equity research analysts in producing quarterly research notes covering ~20 names in the Chinese consumer goods sector.• Conducted primary research involving interviews with store managers, Analyzed company financials and performed deep bottom-up fundamental research. Performed quantitative and qualitative data analysis using Pivot Table and advanced functions in Excel.• Achieved a 30% increase in respondent retention rate than the previous quarter via keeping close touch with the 50 customers. • Guided respondents to finish a set of quantitative and qualitative questions. Engaged in deep discussions with respondents in a professional and personable manner with respondents with further interaction. • Organized and summarized accurate records of all contact with respondents, results, and responses to your interviews.

United Kingdom

• Designed and created the events with managers; Produced the schedules such as language courses and outdoor activities involving ~50 teenagers.• Instructed and delivered different activities and courses to participants, such as swimming and handcraft.• Resolved participants’ day-to-day conflicts and arguments through communications. Mediated the arguments among the teenagers.

Ningbo, Zhejiang, China

• Established and draw process flow diagrams and control loops in Autocade with a group of 3 people (P&ID).• Processed and analysed raw data in Excel, checked the discrepancies and uncertainties and liaised with group members.• Verbally presented research findings in poster and PPT to the clients and supervisors.

英国 英格兰 诺丁汉

• Allocated suggestions on improvement of the teaching and studying from the students.• Exchanged the ideas with other Reps and tutors from different departments to boost the high-quality teaching of the course.

Ningbo,Zhejiang China

Chinese Chess Club (University of Nottingham, China) University clubs and organization • Managed the cash flow recording and checked with the student union in the Excel and Cloud networks.• Oversaw the monthly budget planning and be responsible for the membership fees~10000RMB per year.• Negotiated with the different organizations to obtain financial support; Discussed and decided on the final cooperation plans.

Postgraduate, Advanced Chemical Engineering With Biotechnology, Merit

Course focus: The modelling, simulation and optimization of the engineering process and technology. It has enabled me to develop strong.

Bachelor'S Degree, Chemical Engineering, 1St Honour

Activities and Societies: Member of Chemial Society Course and research focus: process and system control, simulation and optimization.