Yiqin Fang
JERSEY CITY,NJ
Summary
Detail-oriented intern with strong Microsoft Excel proficiency and analytical mindset. Adept at supporting investment recommendations and maintaining data integrity, contributing to enhanced client management and streamlined processes.
Overview
2
2
years of professional experience
Work History
Accounting Intern
Dezan Shira & Associates (Asia Briefing)
Shanghai, China
06.2023 - 08.2023
- Assisted in preparing financial statements and reports to support accuracy and compliance.
- Conducted data entry and reconciliations to maintain accurate accounting records.
- Collaborated with team members to streamline invoice processing and improve efficiency.
- Supported audit preparations by organizing documentation and verifying data integrity.
Internship in the Banking Institutions Department
Caitong Securities
Shanghai, China
06.2024 - 08.2024
- Conducted financial analysis to support investment recommendations and client presentations.
- Assisted in preparing pitch books and other marketing materials for client meetings.
- Collaborated with team members to streamline data collection processes for project evaluations.
- Researched market trends and competitor strategies to inform investment decisions.
Investment Banking Intern
CITIC Securities
Hangzhou, China
06.2025 - 08.2025
- Supported due diligence efforts by gathering and organizing relevant financial documents.
- Participated in client calls, taking notes and summarizing key discussion points for follow-up actions.
- Maintained accurate records of transactions and project progress within internal databases.
- Streamlined internal processes by creating Excel models to evaluate potential investments more efficiently.
Education
Bachelor of Arts - Anthropology
New York University
New York, NY07-2026
High School Diploma -
Zhuji High School
Zhuji, China05-2022
Skills
- Microsoft Excel proficiency
- Client management
- Comparable company analysis
- Confidentiality handling
- Analytical mindset
- Data interpretation
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Interests
- Avid Reader
- Food Tourism
- Video Gaming
- Gym Workouts
- Backpacking and Hiking
Timeline
Investment Banking Intern
CITIC Securities
06.2025 - 08.2025
Internship in the Banking Institutions Department
Caitong Securities
06.2024 - 08.2024
Accounting Intern
Dezan Shira & Associates (Asia Briefing)
06.2023 - 08.2023
Bachelor of Arts - Anthropology
New York University
High School Diploma -
Zhuji High School