Connie YU

Experience

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  红杉资本中国基金HongKong X-Tech Foundation

  Jan 2018 - May 2019

  Marketing Assistant

  An organization established by Sequoia Capital China, aiming to build a new innovation and technology eco-system for Hong Kong and the Greater Bay Area.• Promoted Final Year Project (Doctoral thesis) Supporting Scheme 2018-2019 with a total of 175 projects. Participated in project selection, a mid-term evaluation, final roadshow, and following tailor-made Pre-incubation Program • Assisted in the finance-related issues in the foundation, including bonus distribution among 40 award-winning teams. Assisted in preparing weekly financial operations reports. Researched and summarized information on selected projects. Show less

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  港區政協聯誼會

  Jun 2018 - Aug 2018

  实习生
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  China Taiping Insurace (HK) LIMITED

  Jun 2019 - Jun 2021

  Senior Operations Officer

  • Assisted with outsourcing team to participate in multiple system project R & D processes, including requirements collection, program evaluation, user acceptance test, staging, etc. • Conduct market research and analysis. Support the design all kinds of new business application, including group medical insurance e-claims, electronic medical cards, B2C online HR system self-service query platform and other optimization scheme design. • Regular project communication meetings, project briefings, etc. Show less

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  Guotai Junan International

  Jun 2021 - now

  业务策略分析师

  A: Margin Financing1) Daily Internal Funding Cost Calculation: Prepare daily firm-wide margin financing cost funding calculation.2) Credit Loan Proposal: Prepare proposal and advisory for structure loans (term/margin/IPO) for committee approval. 3) LTV Control: Perform daily market risk control and monitoring for loans granted with special conditions.4) Risk Monitoring: Using Bloomberg to monitor the price movement of collateral, including stocks, SBL, and OTC products; Performing control functions on margin limit, margin calls, mark-to-market exposure, loan overrides, and lending ratio.5) Margin Ratio Review: Perform periodical review and update of the master and special margin financing ratio6) Communicate effectively with sales and Risk Dept. on the follow-up action on the credit breach issues. 7) Reporting: Periodical report of credit facility and statistical data of margin financing to the parent company.B: Securities Borrowing and Lending 1) Provide SBL trade life-cycling services to WM high net worth clients, institution clients, hedge funds, prime brokerage, and proprietary trading desk. 2) Fully engage in counterparty onboarding, GMSLA master agreement negotiation, stock locate, corporate action monitoring, trade confirmation, P/L calculation, and SFC/FRR regulatory reporting.3) Provide and update daily stock fee-quote (borrow/lending) and market lending pool availability.4) Act as the primary contact point of GMSLA negotiation for internal and external counterparties.5) Perform daily margin calculation, margin call issuance, and short exposure monitoring for clients through Bloomberg.6) Use the ChatGPT to assist the client in completing the governmental or regulatory stamp duty reporting. Show less