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Yang Chen

Yang Chen

Equity Research Intern

Followers of Yang Chen848 followers
location of Yang ChenShanghai, China

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  • Timeline

  • About me

    FIC Trader

  • Education

    • East China University of Political Science and Law

      -
      Bachelor's degree Finance, General 3.76

    • The Chinese University of Hong Kong

      -
      Summer Session

    • Brandeis University

      -
      Master's degree Finance, General 3.91 (Graduate with distinction)

  • Experience

    • Aegon-Industrial Fund Mangement

      May 2018 - Aug 2018
      Equity Research Intern

      •Developed brief written introductions on newly listed companies, mainly including potential return and risk, current industry prospect and market position; assembled resources from roadshows or research into reports, and prepared a pitch to fund managers and analysts to illustrate the investment value of stocks •Drafted analysis reports on the historical development and valuation of foreign companies in Electronic Appliance sector as a comparison to domestic companies

    • Beta Gamma Sigma

      Nov 2018 - now
      Lifetime Member

      Beta Gamma Sigma has chapters at only the top 5% of business programs; and I was recognized as one of the most top performing scholars by Brandeis University Chapter.

    • SWS Research Shanghai

      Jan 2019 - Jul 2019
      Oversea Research Intern

      •Conducted research on Catering, Gaming, Tourism and TMT industry in Hong Kong and US, built DCF valuation models and formed into research reports •Collected data to analyze industry trends or company prospects and to produce complementary reports

    • HSBC

      Jan 2020 - Mar 2021
      Global Graduate Management Trainee 20’

      •Assisted relationship mangers to complete 2020 cash flow stress tests for their clients—given the presupposition of 40% drop in revenue, variable and fixed cost proportion in expense, bargaining power over supply chains, annual minimum Capex, and mandatory repayment, the cash flow and cash burn rate were deduced, and risk ratings labeled accordingly under such worst-case scenarios •Analyzed the latest 3-year operating performance of foreign banks in China, mainly classified foreign banks as Western and APAC origins, compared operating performance and business qualifications between HSBC and others to exhibit the leading position of HSBC among other foreign banks in China •Assisted relationship manager to analyze the transaction value and payment days between Company AZ and its suppliers, along with financing cost of suppliers, to illustrate even though the payment days would be extended once suppliers joined the supplier chain finance program, their financing cost would be largely reduced•Assisted Company O to join its group domestic cash pool to enhance the daily cash management within the group and set up daytime overdraft limit based on its maximum daily payment amount to ensure its daily transactions would be in an orderly manner once Company O joined the cash pool•Drafted clarification to PBOC and SAFE on the significance of cross border lending from Company P to its master group 收起

    • 上海国际货币经纪有限责任公司（CFETS- NEX）

      Jun 2021 - Sept 2021
      Broker Trainee

      Input bond data and quickly respond to ‘given, taken or ref’ orders in the trading system from brokers

    • Société Générale

      Sept 2021 - now

      Deployed hedging strategies on Spot, Forward, Swap, Option, CCS and IRS from clients and banking book and conducted prop trading within market risk limits and mandates to achieve yearly budget

      • FIC Trader

        Jul 2022 - now

      • Trading Trainee

        Sept 2021 - Jun 2022

  • Licenses & Certifications

    • CFA Level III passed among top 10 percentile candidates

      CFA Institute
      Aug 2019

  • Honors & Awards

    • Awarded to Yang Chen
      Stock Pitch Challenge Brandeis University Dec 2017 •Used DCF model to forecast Brunswick’s free cash flow for the next five years to calculate its stock price in 2018; analyzed Brunswick’s investment thesis, financial statement and potential risk to explain rationale for Buy recommendation; presented a pitch to judges and won second prize out of 27 teams
    • Awarded to Yang Chen
      ECUPL Financial Products Design Contest East China University of Political Science and Law Dec 2015 •Picked 10 stocks with best prospects as the team’s fund; kept earnings of each stock fixed and calculated the optimal weight of each stock via Excel in accordance with earning rate and mean-variance to minimize the risk; presented team’s financial product to judges, which won first prize in contest out of ten teams
    • Awarded to Yang Chen
      International Trade College Skills Contest - Jul 2015 •Simulated the sales of hiking backpacks of selected vendor in international trade to judges and negotiated price, payment and shipment package in English •Presented a pitch to introduce hiking backpack in order to attract potential buyers, which won first prize in Shanghai contest and second prize in national contest out of several hundred teams from universities in China