Yining Chen Email & Phone Number

Shanghai, China

Participated in the Lixing Food Placement Project, focusing on the company's three major financial statements, industry status, and market size· Conducted financial verification for 20+ major construction projects, ensuring consistency among contracts, invoices, receipts, bills, and accounting vouchers during the reporting period· Performed comprehensive financial testing, including large-sum and abnormal expense analysis, detailed examination, cutoff verification, and sampling and cross-referencing accounting vouchers for accuracy· Interviewed customers, dealers, and suppliers to gather information on inventory, transaction disputes, collaboration models, and loan settlement methods. Gained insights into the target company's strengths and industry prospects; documented interview content, resulting in over six approved drafts of investigation resultsEngaged in BIPV (Building-Integrated Photovoltaics) industry research, focusing on core products and strategic positioning of leading companies· Gathered BIPV-related research reports from websites like Datayes, printing and organizing them for mentor and personal study· Analyzed the BIPV industry from perspectives like market space/growth, competitive landscape/key players, industry chain, and product support policies; evaluated prospects considering sustainability trends· Assessed the BIPV industry chain in terms of business, revenue, profit, latest post-investment valuations, and shareholders to identify potential business opportunities· Updated the team's database weekly to improve familiarity with brokerage research reports· Handled tasks like organizing drafts, online verification, and writing meeting minutes and memos

Shanghai, China

·Utilized Visual Basic for Applications programming tools to update weekly industrial and real estate bond spreads databases and monthly government-owned industry credit spreads databases and government-owned spreads indices· Participated in reviewing cases of a major Chinese real estate developer with subpar quality and irregular sales to analyze its impact on the bond market· Conducted research on the company's sales and land acquisition over the past five years using data software such as Wind and iFind, and prepared an initial draft of the report· Transcribed and presented weekly meeting content in PPT format and cross-checked with team membersEngaged in the "REITs Special Report II - Domestic Edition"project· Reviewed the four developmental phases of REITs in China and organized policy information· Summarized the fundamental aspects and features of REITs products· Analyzed the current market issuance and outstanding situation of REITs through data compilation

Fuzhou, Fujian, China

• Participated in the asset assessment and supervision work of the Langqi Modern Agricultural Demonstration Zone reconstruction project, as well as its subsequent implementation and inspection• Assisted in the annual state-owned assets report submission and participated in drafting the fixed asset assessment report• Analyzed the stock of department assets, promptly provided relevant information, and provided an effective reference basis for promoting the rational flow and restructuring of assets

Fujian, China

· Tracked detailed customer data, conducted relevant financial analysis, wrote corporate financial reports, and handled customer assets totaling up to 100 million RMB· Learned the account opening process, understood the company's operations, accompanied the manager in visiting corporate clients, and assisted in contract signing; conducted more than 10 client visits· Queried and recorded the company's client balance sheets and assisted the manager in verifying transaction records and accounts receivableParticipation in CATL and CITL Projects· Participated in background checks for CATL, a new energy technology company, and wrote industry analysis reports· Engaged in background checks for CITL, a corporate management consulting firm, and wrote due diligence reports, specific authorization credit business investigation reports, and Times Intelligence credit reports.

Fuzhou, Fujian, China

• Generated customer profiles based on risk preferences and investment goals for institutional and individual customers, offering tailored asset allocation strategies• Monitored industry regulations and market fluctuations in real time, gathered and organized financial market data, and shared updates on market changes• Summarized public and private fund products, highlighting key elements, and tracking net asset values. Regularly recommended top-performing funds• Assisted clients in developing education savings plans and selecting appropriate education investment products, while ensuring risk control• Managed securities consulting services, addressing customer needs through phone and online channels and conducting over 10 follow-up phone calls for issue resolution and satisfaction

Master Of Arts - Ma, Climate And Society

At Columbia University’s Climate School, I am completing a master's degree in Climate and Society, concentrating on climate change.

Bachelor Of Science - Bs, Economics

Activities and Societies: A-Design Club Head of Outreach Department | Volunteer for the Xi'an Jiaotong-Liverpool University College.