Yifei Sun

Yifei Sun Email and Phone Number

Risk Compliance Officer @ 建信金融科技
Beijing, China
Yifei Sun's Location
Beijing, China, China
Yifei Sun's Contact Details

Yifei Sun work email

Yifei Sun personal email

n/a
About Yifei Sun

Yifei Sun is a Risk Compliance Officer at 建信金融科技. They possess expertise in mathematics, leadership, microsoft office, management, microsoft word and 7 more skills. They is proficient in Spanish and English.

Yifei Sun's Current Company Details
建信金融科技

建信金融科技

View
Risk Compliance Officer
Beijing, China
Website:
ccb.com
Employees:
17617
Yifei Sun Work Experience Details
  • 建信金融科技
    Risk Compliance Officer
    建信金融科技
    Beijing, China
  • 建信金融科技
    Risk Compliance Officer
    建信金融科技 Mar 2020 - Present
    北京市, 中国
  • Advyzon | Yhlsoft, Inc.
    Junior Data Analyst
    Advyzon | Yhlsoft, Inc. Nov 2018 - Aug 2019
    Chicago, Illinois
    As a junior data analyst, I am responsible for client relationship management and portfolio management. I help the company to do report validation, frequently check and update the client information including address, contact information, occupation and so forth. As for portfolio management, I do the reconciliation in sections on the report such as unrealized gains and losses, total return, beginning and ending market value. Apart from report validation, my duty also covers data import, I use the import tool used by Advyzon to import all sources of data in terms of transaction provided by our clients, and post all those data to the clients' accounts after making sure that there is no need to make further reconciliation.
  • Agon Management Group Inc
    Entry Level Marketing
    Agon Management Group Inc Aug 2018 - Sep 2018
    I help the company to come up with strategies to attract more clients to the company, such as making advertisements, finding the specific groups of customers that may be interested in our services both online and offline.I come up of different ways of effective communication with different styles of customers, and share my feelings and experiences with my colleagues in the routine meetings, then direct my team members to make remediation for our products and services to ensure its high quality.After having a look at the financial report of Agon Management Group in 2017, I write an executive summary for the company by using the knowledge I learn from “Advanced Financial Accounting”, analyze both the risk ratios and profitability ratios for the company , and make predictions for the future financial performances of Agon Management Group.
  • The Johns Hopkins University - Carey Business School
    Event Director Of Carey Connect
    The Johns Hopkins University - Carey Business School Nov 2017 - Aug 2018
    Washington D.C. Metro Area
    • Cooperate with other directors and the vice presidents to execute events in Washington D.C. to maintain and establish new vendor relationships• Collaborate with Carey administrative staff to execute events• Assist with member management, financial tracking and forecasting, be the point person for hosting regular events• Get connected to lots of alumni the Johns Hopkins University, especially focus on Finance major• Broadened my horizon in Financial field by having an awareness of the job descriptions in Finance including Investment Banking Analyst, Financial Analyst, and Portfolio Manager
  • Bank Of China
    Associate Researcher
    Bank Of China Jul 2017 - Aug 2017
    北京
    • Searched up-to-date news that were related to Finance, and translated some English news into Chinese, conduct research on the companies relevant to those news to see whether the stock prices were affected by those news• Wrote reports about my findings on those up-to-date news, analyzed the explanations of those news from both the micro and the macro level, and shared my thoughts with my mentor• Attended routine conferences to have a deeper understanding of the significant events, such as the ‘One Belt, One Road’ Initiative and the alterations in the Monetary Policy
  • Y-English Education Support System
    Teaching Assistant
    Y-English Education Support System May 2017 - Aug 2017
    Grade test papers, check the learning status of each student, assist with the instructor in terms of teaching
  • Peking University
    Member Of The Alumni Society Of The Engineering Department Of Peking University
    Peking University Jul 2014 - Aug 2014
    Beijing
    Responsible for contacting with alumni, informing them of the activities held in the Engineering Department of Peking University.

Yifei Sun Skills

Mathematics Leadership Microsoft Office Management Microsoft Word Research Microsoft Excel Public Speaking Economics Customer Service Strategic Planning Microsoft Powerpoint

Frequently Asked Questions about Yifei Sun

What company does Yifei Sun work for?

Yifei Sun works for 建信金融科技

What is Yifei Sun's role at the current company?

Yifei Sun's current role is Risk Compliance Officer.

What is Yifei Sun's email address?

Yifei Sun's email address is su****@****ois.edu

What schools did Yifei Sun attend?

Yifei Sun attended The Johns Hopkins University - Carey Business School, University Of Illinois At Urbana-Champaign, University Of Colorado Denver, 中国农业大学.

What skills is Yifei Sun known for?

Yifei Sun has skills like Mathematics, Leadership, Microsoft Office, Management, Microsoft Word, Research, Microsoft Excel, Public Speaking, Economics, Customer Service, Strategic Planning, Microsoft Powerpoint.

Who are Yifei Sun's colleagues?

Yifei Sun's colleagues are 王立慶, 董京亚, 曾剑辉, 张文泽, 李天宁, 田植鹏, 陈瑞东.

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