Chi Yuan,CFA,MBA

Chi Yuan,CFA,MBA

Assistant Governor intern

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location of Chi Yuan,CFA,MBAGuangdong, China

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  • Timeline

  • About me

    Senior investment manager in Huajin Capital

  • Education

    • The Affiliated High School of SCNU

      2006 - 2009
      High School Science
    • Boston University Questrom School of Business

      2016 - 2018
      MBA MBA
    • Zhongnan University of Economics and Law

      2009 - 2013
      Bachelor’s Degree Economics 3.5/4.0

      Activities and Societies: Vice-president, FMA Association of ZNUEL Branch Minister of the Student Council Art Ministry

  • Experience

    • China Construction Bank

      Jun 2011 - Aug 2011
      Assistant Governor intern

      Scheduled internal meeting and participated in the strategy discussion conference. Led a cross-banks research about electronic banking and drafted the report which helped to improve the efficiency of electronic bank by 20%

    • Citi

      Jun 2012 - Jul 2012
      World Citizen Elite Traning Camp

      Trained on the operations of consumer banking and private banking services. Planned and presented solution of relevant cases and received 1st prize in case study competition.

    • Guangzhou Securities Investment Bank

      Jul 2012 - Sept 2012
      Research Intern

      Drafted the due-diligence research report and prepared prospectus of the GZ Restaurant GroupParticipated in the auditing of the Guangzhou Restaurant Group and provided advice on optimizing client’s financial structure

    • China National Tobacco Company Shenzhen Branch

      Jun 2013 - Jun 2016
      Economics Analyst

      Led a team of 8 people to provide analysis from both seasonal and regional level and successfully predicted sales drop in 2015; built cigarette price elasticity of demand model to analyze sales and provided effective solutions to increase revenue, resulting in changes in company’s strategic directionConducted business research project and published two papers on regional sales strategy; awarded “excellent paper” twice Analyzed brands and price changes in tobacco industry; developed a quantitative index system to assess 328 cigarette brands in China; made recommendations on strategic growth in the industry; improved sales by 15% for major brands Show less

    • Industrial Securities Co., Ltd.

      Jun 2017 - Aug 2017
      Equity research intern for healthcare group
    • Azia Capital Partner

      Oct 2017 - May 2018
      Equity Research Intern
    • 佳兆业集团

      Aug 2018 - Mar 2021
      投资经理
    • Huajin Capital

      Mar 2021 - now
      Senior Investment manager
  • Licenses & Certifications

    • 法律从业资格证

      中华人民共和国司法部
    • SAS Certified Base Programmer for SAS 9

      SAS Institude
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2019
      View certificate certificate
  • Volunteer Experience

    • member

      Issued by Wuhan Volunteers Association on Nov 2010
      Wuhan Volunteers AssociationAssociated with Chi Yuan,CFA,MBA