杨梦琦 Email & Phone Number

中国 北京市

1. Cover China SWFs, insurance companies and main Wealth Management firms, maintain client relationship and provide mandates/funds/advisory solutions to prospects' offshore investment needs.

北京

1. Assist the person in charge to conduct research on asset management industry, study on the aspects of business development trend, horizontal competition, regulatory provisions and product research. Responsible for the establishment of basic database and the production of presentation. Mainly focus on areas such as QDII, QDLP, etc. 2. Assist in developing China oriented marketing, operate Amundi's WeChat official account and participate in other marketing activities. 3. Participate in… Show more 1. Assist the person in charge to conduct research on asset management industry, study on the aspects of business development trend, horizontal competition, regulatory provisions and product research. Responsible for the establishment of basic database and the production of presentation. Mainly focus on areas such as QDII, QDLP, etc. 2. Assist in developing China oriented marketing, operate Amundi's WeChat official account and participate in other marketing activities. 3. Participate in WFOE development affairs in China, assist in the management of materials and communications with parties such as Amundi group, regulators, associations, international fairs etc. Show less

Beijing

1. Rotated within 5 departments (Cash Management, Trade Finance, Client Credit Group, Trade Operation and Internal audit) of the bank to acquire a comprehensive understanding of the banks' operation, with functions cover FO (Sales & Product),MO (Account Management, E-bank Management and Credit Analysis) and BO (Operations, Internal Control)2. Assisted sales with client-pitching activities that mainly focused on large SOEs in China, prepared information of cross-border business mostly… Show more 1. Rotated within 5 departments (Cash Management, Trade Finance, Client Credit Group, Trade Operation and Internal audit) of the bank to acquire a comprehensive understanding of the banks' operation, with functions cover FO (Sales & Product),MO (Account Management, E-bank Management and Credit Analysis) and BO (Operations, Internal Control)2. Assisted sales with client-pitching activities that mainly focused on large SOEs in China, prepared information of cross-border business mostly concentrated in Africa, Russia and EU, visited clients and provided advisory to enterprises as one of the representatives of trade business line of SG China in OBOR seminar held by Chinese government3. Engaged as a trustworthy workforce of product team (Cash & Trade), conducted market research, provided consultancy on the New Product Pricing and optimized the workflow of SCF (Supply Chain Financing) by solely developed an app that could at least reduce the manual work of 15 mins per transaction4. Monitored and audited the bank's operation as the last defense line, promoted the workflow optimization project in Trade operation center as 1 of the core analyst, participated in various projects (e.g. Business Continuity Management) of internal audit to ensure the safe operation of the bank Show less

中国 北京市区

1. Work directly with client senior management teams and stakeholders throughout the phase of transaction advisory, answer client's inquiry and assist in developing proposals to clients and potential clients for mergers, pricing and related advisory services2. Perform company, industry, market and competitor research, assist in drafting pitch books and draft presentations for senior management and other key stakeholders as part of transactions and strategic reviews3. Monitor trends in… Show more 1. Work directly with client senior management teams and stakeholders throughout the phase of transaction advisory, answer client's inquiry and assist in developing proposals to clients and potential clients for mergers, pricing and related advisory services2. Perform company, industry, market and competitor research, assist in drafting pitch books and draft presentations for senior management and other key stakeholders as part of transactions and strategic reviews3. Monitor trends in industries as petrochemical, robotics, construction, packaging and etc., including peer performance Show less

中国 上海市区

1. Participated in cross border M&A project, assisted manager to conduct preliminary investigations and worked out feasible analysis report; Prepared presentations and relevant documents2. Conduct industry research on several sectors as Medical, TMT and Solar System under PPP modes and manage presentation to the Managing Director

中国 广东 深圳

1. Scrutinized annual reports of specific enterprises; Analyzed monthly transaction volumes and monitored South region business performance; Efficiently assisted with 6 managers at the same time2. Proactively resolved institutional clients' inquiry and implemented routine transaction

硕士, Master In Business (Finance And Accouting), Merit

Relevant Coursework: Corporate Finance, Foundations of Accounting, Business Analysis, Corporate governance, Financial Management.

工学学士, Materials Engineering

Relevant Coursework: Economic Law, Probability Theory, Quantitative Methods, Calculus , C programming, physical Chemistry etc.