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Ruby Xie

Ruby Xie

Trainee, UBS China Young Generation Program

Followers of Ruby Xie763 followers
location of Ruby XieVancouver, British Columbia, Canada

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  • Timeline

  • About me

    Financial Advisor

  • Education

    • University of Toronto - Rotman School of Management

      2007 - 2011
      Bachelor of Commerce Finance and Economics

    • The University of Hong Kong

      2008 - 2008
      Summer Exchange, International Business

      Activities and Societies: Summer Exchange 1 month

    • University of Victoria

      2011 - 2012
      Master Global Business International Business

      Program Focus: Cultivating a global mindset, along with leading consultancy projects in North America, Asia, and in Europe.• University of Victoria, Canada• National Sun Yat-Sen University, Taiwan• Johannes Kepler University, Austria

  • Experience

    • UBS Securities Co., Ltd

      Jul 2009 - Jul 2009
      Trainee, UBS China Young Generation Program

      Developed a good understanding of the different business areas within UBS investment bank through the Insights Program

    • China Investment Corporation

      May 2012 - Oct 2012
      Investment Operations Intern

      •Preformed the collection and reconciliation of the ongoing investment transaction and Net IRR, PCAP valuation data of private equity investments and special project investments for the purpose of internal data management. Completed data reports are delivered to various departments such as Asset Allocation, Risk and Private Equity Department periodically. •Participated in training on Private Equity operations and Foreign Exchange process & execution on Restricted Markets as well as operations on Securities Lending and Borrowing Show less

    • HSBC Global Banking and Markets

      Jul 2013 - Sept 2015

      Client Relationship Coverage Management trainee, completed rotations in Beijing, Shanghai, and Hongkong, covering Multinational Clients, Chinese SOE Clients and FIG Clients in Global Banking. Covering major Insurance companies operating in Hong Kong Global Banking business management, bank-wide event coordination, management information analysis. Worked closely with senior managers to manage a portfolio of large corporate relationships, North China, in: - Oil & Gas industry- Real Estate- Large ConglomeratesActively involved with activities throughout the entire credit lending process, including client visits, information collection, financial analysis, risk identification, facility structuring and justification;

      • Management Trainee, Global Banking and Markets Client Coverage

        Jul 2013 - Sept 2015

      • Analyst, FIG

        Jan 2015 - Jun 2015

      • Analyst, Business Management

        Jul 2014 - Jan 2015

      • Analyst, Large Local Corporation

        Jan 2014 - Jul 2014

      • Analyst, Multinational Corporation

        Jul 2013 - Jan 2014

    • China Bridge Capital

      Jun 2016 - Dec 2016
      Research Analyst / Partner Assistant

      Conducted industry analysis and company/market researchParticipated in private equity fund structuring and due diligence work

    • CIBC

      Mar 2017 - Sept 2017
      Customer Service Representative

    • TD

      Nov 2017 - Jan 2021

      • Financial Advisor

        Dec 2018 - Jan 2021

      • Financial Services Representative

        Nov 2017 - Nov 2018

  • Licenses & Certifications

    • Investment Funds in Canada (IFC)

      Canadian Securities Institute (CSI)

    • Canadian Securities Course

      Canadian Securities Institute (CSI)
      View certificate certificate

  • Volunteer Experience

    • Customer Service Representative

      Issued by Hope Air on Jan 2009
      Hope AirAssociated with Ruby Xie