Tianyue Guo
Los Angeles,CA
Overview
4
4
years of professional experience
Work History
Customer Agent
China Merchant Bank (Shanghai Branch)
Shanghai, China
04.2023 - 02.2024
- Handled clients' daily banking requirements including money saving, insurance redemption at maturity, and credit card transactions.
- Managed assets and developed tailored portfolios for clients.
- Monitored account dynamics and asset values to mitigate potential risks for clients.
Intern of Investment Bank Department
Guotai Junan Securities Co,.Ltd
Shanghai, China
04.2022 - 12.2022
- Collected data of new energy field from diverse platforms.
- Write research reports on new energy vehicles and related industries.
- Utilized tableau, SPSS, and other tools to enhance data visualization.
Intern of Fixed Income Team
Nanjing Securities (SSE: 601990)
Shanghai, China
07.2020 - 09.2020
- Compiled data collected from Wind and Bloomberg to assist research analysts in researching target enterprises.
- Assisted with bond rating and approval processes by screening target bonds including municipal and industrial debentures
- Contributed to research efforts on 20JinShiYuan MTN001, a bond issued by a leading liquor enterprise, and 20 YibinGuozi No.03, a municipal bond.
- Used macroeconomic indicators, public policy analysis, and fundamental analysis techniques to assess the financial viability of representative firms in the education and entertainment industries.
- Wrote independent research report detailing analytical logics and recommended industrial debentures.
Education
Master of Science - Wealth And Asset Management
Washington University in St Louis
St Louis, MO12-2022
Bachelor of Economics - Finance (CFA)
Nanjing Audit University
Nanjing, Jiangsu, China06-2021
High School Diploma -
Changzhou No.1 High School
Changzhou, Jiangsu, China06-2017
Skills
- Software: MS Office, Photoshop, SPSS, Access, Bloomberg Terminal, Wind Terminal, Tableau
- Programming: Python, SQL
- Professional foundation: CFA I top 10%
- Report Generation
Timeline
Customer Agent
China Merchant Bank (Shanghai Branch)
04.2023 - 02.2024
Intern of Investment Bank Department
Guotai Junan Securities Co,.Ltd
04.2022 - 12.2022
Intern of Fixed Income Team
Nanjing Securities (SSE: 601990)
07.2020 - 09.2020
Master of Science - Wealth And Asset Management
Washington University in St Louis
Bachelor of Economics - Finance (CFA)
Nanjing Audit University
High School Diploma -
Changzhou No.1 High School
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