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