Ruichen(Rachel) Jiang

Experience

• 

  AIA

  Aug 2017 - Aug 2017

  Trainee

  1. Served as Team Lead in Financial Knowledge and Skills Contest, which entailed completing a financial products’ analysis report, designing and distributing a questionnaire to survey people’s demands and bias regarding insurance products2. Analyzed financial products in order to match clients with the suitable products

• 

  Guosen Securities

  Jul 2018 - Aug 2018

  Portfolio Manager Assistant

  1. Completed due diligence reports on asset management companies and checked their qualifications, achieving targeted goals three days ahead.2. Searched, sorted out, and summarized investment and securities research reports to report to the supervisor.3. Assisted in anti-money laundering activities, cleaning up problematic accounts 100+.

• 

  CITIC Securities Company Limited

  Mar 2019 - Apr 2019

  Investment Banking Intern

  1. Wrote industry research reports on smart door locks and upholstered furniture independently2. Completed due diligence reports on sponsors and checked financial information of listed companies, finding out potential problems 10+3. Case studies, including those of independent financial consultants whose performance had not reached the target

• 

  China Construction Bank (Asia) Corporation Limited

  Jul 2019 - Aug 2019

  Personal Loan Assistant

  1. Checked the credit status of enterprises and individuals as the basis for loan quotas, reviewed and monitored changes in cash flow of large loan customers to control risks2. Given bank loan regulations and procedures, guided customers in choosing loan plans, and assisted customers in filling out loan application forms for commercial loans, combined loans, etc.

• 

  Morningstar

  Mar 2020 - Jul 2021

  Associate Data Research Analyst

  1. Updated fund data analysis methods, conducted risk assessment and test, and wrote feasibility reports, given the requirements of product team and clients.2. Used Python, SQL, and Advanced Excel to analyze financial data and optimize the data analysis framework — e.g. reducing analyzing time from 3 days to 2 hours for Spanish quarterly report data. 3. Researched on European, American, and Asian securities market, and performed updated reports.4. Cooperated with other teams to establish a new Japanese financial report analysis platform by researching on the Japan SEC’s website structure and its disclosed financial information, increasing working efficiency by 3 times.5. Satisfied the timeliness requirements by updating product data to maintain Morningstar global fund database Show less

• 

  JLL

  Aug 2022 - now

  Analyst

  1. Conduct interviews and perform full research on the target industry and market and write the research summary, value the company, and form valuation reports for IPO, internal reference, or accounting reference purpose.2. Conduct valuation on the target involved in the major transactions and prepare the announcement of Chinese and English versions for the listed company to be disclosed on the Hong Kong Stock Exchange.3. Establish the financial model and conduct financial feasibility analysis with scenario analysis and stress test to quantify the market, operational, and financial risk to assist the company in testing the reasonableness of boundary conditions of project’s operation and financing.4. Analyze the rationality of the financial forecast of the target through the valuation process combined with due diligence results, identify potential risks embedded in the forecast, and advise on assumption changes. Show less