Lutong Xie

Experience

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  Industrial Securities Co., Ltd.

  Aug 2020 - Feb 2021

  Assistant industrial research

   Industry Report Data Collection:· Utilized the WIND financial database to mine and collect industry data, performing data analysis and visualization.· Assist conduct in-depth research on the chemical industry by integrating macroeconomic and microeconomic policies and supply chain analysis.· Assist comprehensive industry reports based on the findings. Industry Public Opinion Monitoring:· Monitored daily announcements and negative news of listed companies to identify potential industry risks. Provided early warning alerts to mitigate identified risks. Show less

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  Ipsos

  Mar 2021 - Apr 2021

  Assistant Research Analyst

   Data Collection:· Assist the project team in collecting, organizing, and performing quantitative analysis of data.· Participate in interviews and compile interview summaries. Report Writing:· Acquire and process primary consumer data for statistical analysis.· Prepare detailed report charts and assist the mentor in textual and graphical analysis of consulting reports.· Assist in the design of questionnaires and research plans, and supervise the execution of certain project tasks. Show less

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  Industrial Securities Co., Ltd.

  May 2022 - Sept 2022

  Business Analyst

   Product Data Analysis:· Collected sales data from various branches and compiled data analysis reports.· Created over 100 daily, weekly, and monthly sales reports to identify business expansion issues and drive product sales and business decisions. Performance Calculation:· Calculated product sales performance based on the performance distribution plan and submitted for approval and distribution.

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  Industrial Securities Co.,Ltd.

  Sept 2022 - now

  Private Equity Specialist

   Contracts:· Responsible for product due diligence and fund contracts, assisted in establishment and operation of 51 new products, and added over 20 billion in new custody scale. Private Equity Fund Operations:· Communicated and assisted with daily operations such as subscriptions and redemptions; maintained the product scale of over 200 billion. Client Communication:· Liaised with managers to understand their needs, assisted product managers in product design, and provided comprehensive operational solutions. Managed customer service and relationship maintenance fulfilling specific customization requirements, and communicated with over 80 managers. Data Support:· Prepared weekly and monthly custody data reports, analyzed and produced data for various branches. Responsible for monthly and quarterly performance assessments of front-line staff and give suggestions.  Laws and Regulations:· Kept up-to-date with industry laws and regulations, conducted training, informed clients of the latest filing and operational requirements, maintained customer service, and promoted business implementation. Business Support:· Tracked and implemented institutional business targets and completion rates set by the group, supervised the expansion of custody business by institutional personnel, and assisted in enhancing the competitiveness and ranking of the branch. Show less