高宇

Experience

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  Alcatel-Lucent

  Sept 2014 - Mar 2015

  财务部实习生

  • Assisted to issue financial analysis report, tracked actual financial data including account payable, inventory, supported financial controller to communicate with relevant department and reconciled the abnormal value, drove accurate and timely monthly accounting close process, and quarterly rolling forecast with Pivot table.• Assisted the Financial Controller with various finance and administrative affairs, such as booking flights, applying visa, reimbursing invoices

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  Fullgoal Fund Management Co., Ltd.

  Jan 2015 - Apr 2015

  机构销售实习生

  • Assessed Top 10 fund products’ performance to discover the highlights by Calculating each fund’s net worth growth rate and other index with Wind (Chinese Bloomberg)• Created and maintained up-to-dat presentation and training materials; provided support on all investor and external partner firm communications including investor letters and exposure reports• Complied custodian formalities and assisted team of 10 with administrative duties

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  Joseph Kosinsky Inc.

  Aug 2016 - Feb 2017

  会计实习生

  • Input journal entries, prepared the balance sheet and P&L analysis and reconciliation with Peachtree• Handled tax affairs, applied for the exemption of capital gain tax withheld by Finnish government, saved tax up to $10,000 last year

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  嘉实基金

  Jun 2017 - Oct 2021

  养老金产品经理

  • 负责规模超过100亿的产品的产品设计、合同报备、业绩分析、投资监督和销售支持；主导或参与养老金产品的全流程的运营管理工作；成功报备并运作了包括公司首个分期非标型养老金产品在内的多支养老金产品；主导公司首只养老金产品清算工作；完成公司首批养老金产品份额转让• 参与企业年金/职业年金组合招标项目，制作标书和问题库；对接受托人，负责超过50亿的年金组合的投资监督和运营管理；负责部分定增专户的运营管理工作• 对接平安资产、泰康资产、中信信托等机构，扩展非标资产的项目来源，参与了规模超过40亿的信托产品和基础设施债权计划等非标资产的项目筛选、非交易过户及其他投后运营管理工作• 完成了中国养老金第二支柱与第三支柱对比；生命周期基金在中国的发展前景分析；资管行业营改增税收政策对养老金产品的影响；职业年金现状及发展等研究课题，为部门知识储备提供研究支持

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  Ping An Annuity Insurance Company of China, Ltd.

  Nov 2020 - now

  Product Manager

  Design and register Insurance asset management products