Susan LUO

Susan LUO

Financial manager assistant

Followers of Susan LUO69 followers
location of Susan LUOChengdu, Sichuan, China

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  • Timeline

  • About me

    User

  • Education

    • 西南财经大学

      2013 - 2017
      Bachelor of Business Administration - BBA Financial Management (Billingual) 3.7\5.0
    • Baruch College

      2015 - 2017
      Bachelor of Business Administration - BBA Accounting 3.76

      Awarded the Dean’s list

    • 香港中文大学

      2017 - 2018
      Master's degree Finance 3.6

      Represented CUHK to participate the CFA Institute Research Challenge Champion and awarded the Third in HK Final

  • Experience

    • 中国银行

      Jun 2016 - Jul 2016
      Financial manager assistant
    • 国泰君安证券

      Jul 2016 - Aug 2016
      Investement manager assistant
    • 汇丰

      Jul 2018 - Aug 2018
      Assistant
    • 汇丰

      Jun 2019 - Dec 2020
      Management trainee-Global liquidity and cash management

      Proactively involved in formulating cash management solutions for large multinational corporates (pharmaceutical, retail, electronic etc. industries). to effectively improve clients' liquidity management efficiency. In-depth analysis for products and market information is established to explore clients' pain point and to formulate future product strategy.

    • WLYD Technology

      Jan 2021 - Sept 2021
      Product Manager

      • Collect pain points of upstream and downstream, design and optimize supply chain finance (including inventory pledge, financing warehouse, receivables financing, etc.) solutions for B-end client from constructions, consumer goods, furniture etc. industries• Responsible for overall architecture design of supply chain financial product trading mode and structure, coordinate and cooperate with multiple departments (warehouse product manager, system R&D, finance, etc.) to promote product implementation• Continuously follow up potential new product forms and industry changes, responsible for supply chain finance market analysis, competitive product analysis and industry research• Make supply chain finance module development plan according to company's strategic objectives, implement and feedback according to the objectives decomposition; Connect with potential industrial chain enterprises and financial institutions to expand ecological strategic partners Show less

  • Licenses & Certifications

    • CFA Level 3 Candidate

      CFA Institute
      Jun 2019
    • 基金从业资格

      中国证券投资基金业协会
      Nov 2020
  • Honors & Awards

    • Awarded to Susan LUO
      CFA Institute Research Challenge Champion CFA Institute Mar 2018