Personal Info
| Investment Management/Research Analysis/Consultant| Finance (banking/insurance/stocks &bonds/funds/futures/investment)| 2year(s) | Master | Europe-United Kingdom | Update Date 2008-10-28 |
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Name:
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Self Assessment & Objective
| Self Assessment: | am an active member of Imperial College’s Finance club & Risk club, which organized projects with various Companies to practice our business knowledge. This provided me with an excellent opportunity to meet different people and to improve my practical knowledge of finance. |
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Job Target
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Working Experience
| Experience1 | |
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| Company Name: | ****** |
| Work Date: | 10/2006—04/2007 |
| Job Title: | Business research----------internship/Evaluation and Data Presentation---4 month placement |
| Location: | London |
| Responsibilities: |
• Working with a team of evaluators to examine the policies and practices and assess the workplace culture of candidate organization for the 2007 UK’s ‘Best Workplaces’ • Assist in the production of a report about the policies and practices of the 2007 UK’s ‘Best Workplaces’ • In-depth research into current and emerging human resource issues • Producing data to a high standard of accuracy • Source and present Case studies as identified in the Culture Audit© Evaluation process and extracted from the Employee Comments included in responses-for inclusion through out the report • Researched and analyzed information on pension, employee turnover rate, absentee rate, training & innovation link in the UK labor market using internet library and academic sources • Development of the Microsoft Customer Relationship Management tool. Inputting data into customer records • Reviewed questionnaires from companies in UK, collect data and conducted Graph by using Smart Draw and write feedback report • Assisting operations to ensure timely delivery of paper surveys to organizations. |
| Experience2 | |
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| Company Name: | ****** |
| Work Date: | 10/2003—10/2005 |
| Job Title: | Business Master Class Tutor& Student ambassador |
| Location: | London |
| Responsibilities: |
• Provided academic information to applicants and Answered applicant's questions • Work on UCAS applications for undergraduate administration office by using Excel • Assisted A-level students with their business plan competition entries to ensuring high quality and success. The team I have worked with won 4 times out of 6. • Shared my finance and business knowledge with A-level students. C |
| Experience3 | |
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| Company Name: | ****** |
| Work Date: | 09/2004—09/2005 |
| Job Title: | marketing assistant------ internship |
| Location: | Beijing |
| Responsibilities: |
• Conducted market and competitor analysis to evaluate opportunities for the new product • Created a database and revised the company’s new product price based on analysis on market price elasticity • Products were successfully launched and led to increase in profits of 40% compared to last Quarter Financial Analyst------internship • Analyzed and forecasted foreign currencies, interested rate movements and market trends which team used to advice manager • Developed financial models to analyze profitability and earnings to manager • Analyzed and evaluate current Chinese A-share security market return data • Placed small stock orders and gave constructive risk interpretations based on statistical analysis to manager on the basis of daily market updates and long term company earning forecasts |
| Experience4 | |
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| Company Name: | ****** |
| Work Date: | — |
| Job Title: | Global Shareholder Analyst |
| Location: | London |
| Responsibilities: |
• bespoke identification of domestic and international shareholders to be used as a platform for future investor relations strategy • An in-depth analysis on any number of IR factors and will typically including analysis of: Key investor activity / Trading patterns / Emerging trends / Company, market and sector commentary / Sell-side consensus • Forensic Shareholder Investigation Services - Typically include: Rogue shareholder tracking/ Individual fund monitoring/ The “Shark Watch” early warning alerts/ Identifying stakeholder building / Major transactional monitoring / Daily trading advice • Fund Weighting Analysis - a detailed view of investing funds and their investment capacity. Identifying funds that have the potential to acquire additional equity by analyzing the fund’s exposure to the client, its peers, its sector and market. • Institutional & Fund Targeting - Identifying potential shareholders using targeting based upon a clients specific objectives and circumstances. • Perception Studies - customized reports built to the client specific criteria typically focusing on current and former shareholders, as well as specifically targeted institutions, to determine the investment community’s view of the core business, including: Management / Financial Communication / The Equity Story/ Key Drivers/ Strengths & Weaknesses/ Valuation |
Education
Education1
| Time education: | 10/10/2000—10/10/2000 |
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| School: | Tanaka Business School at Imperial College, London |
| Degree: | Master |
| Specialty: | Economics.Finance |
| Description: | • Msc in Finance Core modules: Theory of Finance, Mathematical Techniques in Finance, Corporate Finance and Statistic and Financial Econometrics, advanced corporate finance • Thesis: Test stock market by using Econometric modeling |
Education2
| Time education: | 10/10/2000—10/10/2000 |
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| School: | Cass Business School at City University, London |
| Degree: | Bachelor |
| Specialty: | Economics.Investment Economics Management |
| Description: | • BSc Investment, Finance & Risk Management; Core modules: Corporate finance, investment finance, mathematical finance, financial econometrics, company valuation, security analysis, Derivatives markets, Business statistics, fixed income securities, risk management and financial institution |
Education3
| Time education: | 10/10/2000—10/10/2000 |
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| School: | University of Wales, Lampeter |
| Degree: | Bachelor |
| Specialty: | .Business Administration |
Language
| Grade of English: | |
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| Oral English: | TOEFL |
| Spoken Level: | Fluent |
| EnglishLevel | Fluent |
| Chinese MandarinLevel | Mother tongue |
| CantoneseLevel | good |
| Description Language: | ||
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Skills & Specialty
T Skills MS office, Minitab, E-views, DataStream, Mat lab, GIVEWIN, SPSS, Smart Draw, CRM
Languages mandarin and Cantonese, English,
Interests Traveling, Writing, Squash & Tennis, Classical music, Ballet, Piano
Achievements
• To be represented as Math ambassador in the Middle School, gained high marks in math each year during the middle school and also obtained rank of 2 in the Olympic prize competition.
• My article entitled “only one earth in the world” was published in 2000. It advocated protecting our earth and saving energy.
• To be represented as Hard working and determined class monitor in the middle school, organised and planned events, such as, New Year party and some volunteer jobs, including helped on disable old people and young people. in addition, assisted teachers on class duties
• Gained a certificate of merit for being a top hard working, open minded and confident student with an ambition to succeed during high school life in our province.
