Yunfan Gu

Experience

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  China Pacific Insurance Company

  Jan 2019 - Mar 2019

  Analyst

  Responsibilities:• Supported with the establishment of a project management tool using Python, which enabled clear tracking of all previous and current client portfolio, insurance claim project status;• Entered more than two thousand hard copy client insurance form details into the newly- established project management tool;• Performed client demographic analysis, user performance, key metric analysis and calculation to categorize client by their potential insurance needs and services to be provided.Achievements:• Initiated the improvement opportunity of paperless filing by established the new project management tool using Python; Actively studies and contributed towards the coding work;• Introduced circa more than ten new insurance clients for the company. Show less

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  Shanghai Securities Co., Ltd.

  Jul 2019 - Sept 2019

  Analyst

  Responsibilities:• Being a certified Investment Consultant, directly communicated with institutional and private wealth clients to manage client relationships, review financial situation and provide recommendations of suitable securities and stock options for clients’ investment needs;• Performed daily market research to understand the previous day’s Chinese branch A, B, Hong Kong stocks market movement and trading information; Summarized into Power Point format for daily team meeting presentations;• Connected externally with various security institutions, communicated transaction shares, related fund pool strategies and index establishment to identify partnership opportunities;• Managed current client profile, financial information and contacts. Achievements:• Successfully developed two new private wealth clients for the company using personal network; Established and maintained positive stakeholder relationships. Show less

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  Founder Securities Co., Ltd.

  Jul 2022 - Dec 2022

  Fixed Income Analyst

  Responsibilities:• Reviewed and organized daily credit-related industry reports released various research institutes, summarized the primary contents and updates for management review;• Conducted weekly industry research to identify bond status movements via WIND; collected financial data and bond releases of urban investment groups in various provinces and municipalities directly under the Central Government in China;• Performed weekly data analysis using Python and SPSS to identify bond interest movement, trend analysis, quality spread analysis, created visualization using graphs and charts;• Created Power Point slide decks to summary the weekly industry bond analysis outputs, presented highlights during weekly team meetings;• Drafted industry reports for clients and 2022 Credit Bond Market Report. Achievements:• Identified previous human error in the quality spread analysis model in Python, able to re- code and amend the model using additional capacity. Show less

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  ACY Securities

  Sept 2023 - now

  Account Manager