Yifan Hu

Yifan Hu

Summer Intern

Followers of Yifan Hu580 followers
location of Yifan HuPudong, Shanghai, China

Connect with Yifan Hu to Send Message

Connect

Connect with Yifan Hu to Send Message

Connect
  • Timeline

  • About me

    Trader; MSc. Finance; CFA Level III Candidate

  • Education

    • Hunan University

      2012 - 2016
      Bachelor's degree Finance

      Activities and Societies: The Instrument Team of College of Finance and Statistics; The Traditional Instrument Orchestra of the HNU Art Ensemble

    • SolBridge International School of Business

      2014 - 2014
      Exchange Student (Bachelor) Business Administration

      Activities and Societies: International Case Competition (held at SolBridge)

    • Frankfurt School of Finance & Management

      2016 - 2019
      Master's degree Finance

      Activities and Societies: FS Music

  • Experience

    • China Merchants Bank

      Jul 2015 - Aug 2015
      Summer Intern

      Retail Banking

    • Founder Securities Co., Ltd.

      Mar 2016 - Apr 2016
      Intern

      Wealth Management Department

    • Industrial and Commercial Bank of China

      Feb 2017 - Apr 2017
      Working Student

      General Administration• Supported to maintain and develop clients’relationship• Supported for the provision of information for the internal management

    • Robert Bosch Venture Capital

      Aug 2017 - Jan 2018
      Investment-Intern

      • Analyzed Chinese Internet of Things market, industry, companies and related laws and regulations• Assisted in generating related internal reporting documents

    • First-trust Fund Management Co., Ltd.

      Mar 2018 - May 2018
      Equity Research Intern

      Research Department• Followed up economic and financial news related to the covered sector (chemical industry and new energy vehicle)• Wrote and reported financial researches, including market analysis, company analysis etc.

    • Fresenius Kabi

      Aug 2018 - Jan 2019
      Finance & Controlling- Intern

      Finance & Controllingin business unite PNC&K

    • 华林证券有限责任公司

      Nov 2019 - Dec 2019
      Fixed Income- Intern

      • Support investment teams in terms of information flow and data requests• Executed more than 100 orders per day and followed up the transactions with sales traders

    • First-trust Fund Management Co., Ltd.

      Dec 2019 - Oct 2022
      Fixed Income Trader

      • Assist fixed income portfolio managers to monitor positions, P&L and market risks• Execute trades for 1 monetary fund and 5 bond funds with AUM more than ¥35 billion in an accurate, timely and effective manner, including (i) repo and reverse-repo transactions with billions volume per day (ii) secondary market bond transactions, mainly in government bonds, investment-grade bonds and NCDs (iii) primary market deal sourcing and competitive bid processes• Produce daily and weekly reports to Compliance department Show less

    • 太平洋资产管理有限责任公司

      Oct 2022 - now
      固定收益交易员
  • Licenses & Certifications

    • Bloomberg Market Concepts (BMC)

      Bloomberg LP
      Dec 2016
    • Passed CFA Level I

      CFA Institute
      Dec 2017
    • 银行间本币交易员证书

      中国外汇交易中心暨全国银行间同业拆借中心
      Jan 2020
    • Passed CFA Level II

      CFA Institute
      Jun 2019
    • 基金从业资格证

      中国证券投资基金业协会
      Jun 2020
  • Volunteer Experience

    • Volunteer

      Issued by Changsha No.1 Social Welfare Institute
      Changsha No.1 Social Welfare InstituteAssociated with Yifan Hu