Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jinhao Cui

Long Island City,NY

Summary

Participated in internships at multiple financial institutions and accumulated a comprehensive financial analysis background and analytical capabilities in financial analysis, stock fund product analysis, customer relations, etc. Meticulous and detail-oriented with excellent observational, organizational and communication skills.

Overview

2
2
years of professional experience

Work History

Intern

China Securities
2023.07 - 2023.08

Customer Communication: Improved upon earlier skills in engaging with clients.

Financial Product Knowledge: Gained knowledge on various financial products.

Securities Front and Middle Office: Became proficient in the operations of both the front and middle office of securities.

Financial Indicator Analysis: Analyzed financial indicators, shareholding structure, and company backgrounds.

Equity Structure Analysis: Conducted analyses on the equity structure of CITIC Securities and others.

Industry Concentration Analysis: Examined the concentration within the securities industry.

Profit and Loss Prediction: Predicted company profit and loss based on financial data analysis.

Recognition: Received an award from company leadership for performance during the internship.

Intern

China Galaxy Securities
2023.05 - 2023.07

File Management: Developed skills in organizing and managing files using Excel and Word.

Financial Market Analysis: Utilized Wind to track and analyze financial market big data.

Equity Fund Product Analysis:

  • Analyzed and categorized products from private and public equity funds.
  • Gained knowledge on company bonds and associated risks.

Customer Front Desk Communication: Improved front desk communication skills by guiding new clients through the process of operating their accounts.

Intern

China CITIC Bank
2023.08 - 2023.08

Customer Communication: Developed skills in effectively communicating with customers.

Private Banking Business: Understood the operations and services involved in private banking.

Practice in Money Handling: Learned how to accurately count and manage money.

Social Media Marketing: Built marketing accounts on various social media platforms to attract and maintain customer traffic.

Intern

China Merchants Securities
2021.08 - 2021.10

Equity Structure Analysis: Analyzed the equity structure of Huadong Medicine.

Due Diligence Reporting: Completed due diligence and refinancing analysis reports.

Competitiveness Analysis: Assessed company competitiveness through various analytical perspectives.

Industry Analysis: Performed industry analysis based on DuPont analysis and other metrics.

Refinancing Qualifications: Determined company refinancing qualifications and analyzed stock price implications.

Education

Master of Science - Finance

Fordham University
Manhattan, NY
02.2024

Bachelor of Arts - US Culture And Business Practices

University of Kentucky
Lexington, KY
12.2021

Skills

  • Microsoft Office
  • Document Management
  • Records administration
  • Team Collaboration
  • Personnel Recruitment
  • Ability to speak Mandarin

Timeline

Intern

China CITIC Bank
2023.08 - 2023.08

Intern

China Securities
2023.07 - 2023.08

Intern

China Galaxy Securities
2023.05 - 2023.07

Intern

China Merchants Securities
2021.08 - 2021.10

Master of Science - Finance

Fordham University

Bachelor of Arts - US Culture And Business Practices

University of Kentucky
Jinhao Cui