Guanlong WANG

Experience

• 

  China Minsheng Banking Corp.ltd

  Jul 2012 - Jan 2013

  Micro-finance Client Manager

  • Duty: (1) Investigating clients’ business model and financial status; (2) Gathering clients’ information and credit rating using structured tools; (3) Credit approval and quota releasing; (4) Clients follow up and risk review;• Achievement: Establishing the “Micro-finance Version 2.0 Mutual Fund” successfully with the aggregate risk under control and gained a total credit amount to 90 million RMB for 30 SME clients.

• 

  Hongyuan Securities Limited

  Mar 2014 - Jul 2014

  Macro Economics Research Assistant

  Concentrating on the Fed’s policy in Volker’s era and wrote the research report titled Study on Fed Policy Transition and Market Reflection

• 

  Royal Bank of Scotland

  Jul 2014 - Oct 2014

  Global Financial Markets--FICC Sales

  • Duty: (1) Daily FI, FX and Equity market tracking and news updating; (2) FX Quotation making and releasing; (3) Assistance in FI pitch book preparation; (4) MNC clients network organizing and searching

• 

  China Securities Corporation

  Oct 2014 - Jan 2015

  Debt Capital Market Assistant

  • Duty:(1) Daily project communications;(2) Project on site due diligence investigation and report; (3) Preparing approval documents;

• 

  China Finance 40 Forum

  Jan 2015 - Jun 2015

  PIIE-CF40 Program Manager (Part-Time)

  • Duty: (1) Academic conferences and forums monitoring and supervising; (2) Academic journal and policy brief editing and writing; (3) Contacting international think tanks and business expansion;• Achievement: (1) Assistant in the visits of Peterson Institute for International Economics (PIIE) to PBOC, CBRC, CSRC, CIRC and DRC and held panel discussions with the top governors and researchers from these departments;(2) Once visited the US Congress, Treasury Department, IMF, World Bank, Brookings & RAND for 2 weeks in Washington; (3) Played major part in 2015 China-US Economists Symposium, in charge of the conference on site monitoring and guests accompanying. Main editor of the conference collection book afterwards.• Awards: CF40 Outstanding Contribution Award, CF40 Annual Best Intern Staff Show less

• 

  法国巴黎银行

  Jul 2015 - Mar 2017

  Analyst

   Assists relationship managers in activities for business development and relationship management such as implementation of client action plans, support the product lines, identifying and tracking of new customers and managing existing relationships. Prepare marketing presentations, relationship summaries, call reports, including research when necessary. Liaise and coordinate with internal relevant parties in developing cross selling efforts. Work with the different business lines in developing and generating ideas for product that will benefit the client base with input from clients, market and competitors. Coordination of activities for client on-boarding such as documentation follow up, seeking approval, preparing term sheet. Support compliance controls e.g. quarterly credit review, AML validation, etc. Prepare credit memo, information gathering from clients, RFP, green-light request and RAROC calculation. Show less

• 

  Bank of America Merrill Lynch

  Apr 2017 - now

  FICC Global Markets FICC Global Markets

  • Vice President

    Feb 2021 - now

  • Associate

    Feb 2019 - Jan 2021

  • Analyst FICC

    Apr 2017 - Jan 2019
• 

  美国银行

  Aug 2022 - now

  Vice President