Zi Yi, FRM

Experience

• 

  Agriculture Bank of China

  Jun 2010 - Aug 2010

  Credit Department Trainee

  • Sorted original vouchers and verified account reconciliation• Conducted credit check and assessment in team• Assisted the lobby manager to receive more than 500 customers

• 

  Shenzhen Development Bank

  Jul 2011 - Aug 2011

  Assistant Coordinator

  • Provided customer service via phone and in person to more than 1000 clients• Evaluated and Analyzed semi-annual performance of 10 sub-branches by surveying and collecting performance data in a team of 4 people• Completed Performance Analysis Reports by researching and analyzing data, and presented to the management team

• 

  Boyun New Material Co., Ltd.

  Jun 2012 - Aug 2012

  Financial Analyst

  • Worked on semi-annual financial reports using AIS and Excel in a team of 6 people• Prepared documents, materials and conducted paperwork for the general board meeting, shareholders meeting and the private placement• Audited reconciliation and reported results to the management and regulatory agencies• Assessed financial risk by sensitivity and scenario analysis, and provided the management with definitive advice

• 

  Blue Ocean Global Technology

  Oct 2013 - Jul 2014

  Client Relationship Consultant
• 

  Johns Hopkins University Carey Business School

  May 2014 - now

  Teaching Assistant of Advance Hedge Fund Strategies
• 

  Ping An Bank Co., Ltd.

  Mar 2015 - now

  • Product Manager

    Sept 2015 - now

  • Management Trainee

    Mar 2015 - Sept 2015