Minzhi Qiu

Experience

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  Shanghai Pudong Development Bank

  Jul 2009 - Apr 2011

  Wealth Manager

  • Provided mutual funds, bank products, insurance and commodity investment consulting service to 200 individual clients.• Achieved business volume of $2.56 million in financial products sales in 2010 through in-depth communication with clients and thorough understanding of their financial status. Recognized as top salesperson in division.• Organized promotion events to enhance customer satisfaction and loyalty and to maintain a low customer turnover rate.

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  Hwabao Securities

  Apr 2011 - Jun 2012

  Financial Analyst

  • Wrote investment analysis reports and risk assessment reports for financial products, resulting in a 200% increase in ‘hits’ by institutional clients.• Published ‘QDII products in oil and gas market worldwide report’ that recommended clients to purchase oil products in September 2011. The oil price increased by 37.5% in the next five months.• Developed and wrote 3 out 10 chapters in the Chinese Financial Products Market Analysis, which is the first report of its kind in Chinese market.• Forecasted crisis of Chinese shadow bank system during monthly reporting meeting two weeks prior to media reporting it.• Traced arbitrage opportunities among structured mutual funds and designed low risk products through data analysis. Show less

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  Carlson Funds Enterprise

  Mar 2013 - Apr 2014

  Student Equity Research Analyst

  • Managed, together with 20 students, a $21-million small cap growth fund. Covered CECE, DORM, EXON, EGHT and AVAV.• Successfully made the first pitch on November 22nd and the second pitch on April 10th, both of which led to a 30% return within three months.• Calculated companies’ intrinsic value by using FAMOUS model.• Factset specialist of the fund.

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  Color Investment Research

  May 2013 - Aug 2013

  Emerging Market Equity Research Summer Associate

  • Led a team to accomplish the channel check project for six leading construction equipment brands in Chinese market.• Built financial models and wrote company profiles.

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  Knelman Asset Management Group

  Aug 2013 - Mar 2014

  Investment Management Intern

  • Successfully made the first pitch on Sep 20th, which led to a 40% positive return within six months. Made the second pitch on Nov 22nd, the stock price increased 40% within six months.• Conducted research on SRDX, GTLS, CECE, CKEC, TECH, etc.• Updated external databases and RFPs for company products.

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  Lake Street Capital Markets, LLC

  Jul 2014 - Jun 2015

  Equity Research Analyst

  • Followed public companies under coverage in the Technology sector, ranging from Software-as-a-Service to Network Infrastructure, with a focus on small capitalization stocks.• Worked with the senior analyst on the initiation reports on Marketo, Carbonite, TechTarget, SMTP and ShoreTel.

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  Custouch Marketing Automation

  Jan 2016 - now

  Founder & CEO