Zixiang Xu Email & Phone Number

Irvine, Ca, Us

Sacramento, California, United States

As an Associate Financial Advisor, I execute asset movement transactions across various account types, ensuring accuracy and regulatory compliance, including transferring funds, securities, and other assets between brokerage, retirement, and trust accounts. In fostering strong client relationships, I communicate with clients to understand and execute their instructions, provide detailed account updates, and offer personalized service. I also perform account maintenance tasks such as updating client information, processing adjustments, and resolving discrepancies promptly. Additionally, I assist in the financial planning process by gathering client data, preparing reports, and collaborating with senior advisors to develop tailored investment strategies that align with clients' financial goals.

Shanghai, China

In my role as a MOM Analyst, I engage in comprehensive business and product analyses across diverse industries and companies, ensuring alignment with our investment goals. I am responsible for creating detailed reports on industry research and company business analysis. Additionally, I oversee the daily activities of fund managers, fostering effective communication and teamwork through regular synchronization and periodic site visits. My role also involves cultivating and maintaining strong relationships with fund trustees and investment advisors, aiming to meet both client and partner investment objectives and expectationsKey Accomplishments:• Developed frameworks and insights for industry research reports by collaborating with mutual fund managers.• Administered three bond MoM portfolios and one FoF portfolio, overseeing total account size of $30 B.• Achieved top 50 industry ranking for the MoM portfolios over three years and maintained the FoF portfolio in the top 30%.• Pioneered and steered fund investable pool, identifying and monitoring prospective investment opportunities.• Led cross-departmental efforts, including front, middle, and back-office teams to streamline investment processes.• Enhanced investment strategies by authoring insightful industry research reports, influencing portfolio management decisions.

United States

During my internship at First American Trust, I closely examined company financial statements to identify the best capital structures, focusing on creating future financing solutions based on capital structure analysis and free cash flow availability. I also conducted shareholder preference analyses and developed historical data models, which contributed to establishing a three-year dividend distribution policy.Key Achievements:● Utilized Bloomberg terminal for real-time stock analysis, aiding in crafting $60 M stock repurchase strategy.● Composed and delivered strategy reports and feasibility analysis, presenting key findings to company management and board members.● Authored influential strategy and feasibility reports, acknowledged for impact and clarity by company leadership and board members.

Shanghai, China

- Collected corporate research reports through private financial terminal and analyzed the prospect of companies across all industries.- Conducted in-depth analyze on companies in Artificial Intelligence Sector including Perfect World and iFly TEK.

Master Of Finance, Finance, General

Bachelor Of Business Administration, Business Administration And Management, General