
Timeline
About me
Operations Management Manager at Orients Securities 东方证券营运管理总部,已通过CFA三级考试
Education

Shanghai high school
2007 - 2010.webp)
The london school of economics and political science (lse)
2014 - 2015Master's degree msc management and strategy
Fudan university
2010 - 2014Bachelor's degree english language and literature, general 89% gpaActivities and Societies: Department of International Affairs

The university of manchester
2012 - 2014Bachelor's degree ba (hons) linguistics and sociology first class honourActivities and Societies: Manchester Entrepreneurs (society), BOOST (SIFE Manchester consulting project), Manchester Leadership Programme (Volunteering)
Experience

Orient securities
Jun 2013 - Aug 2013Operations management intern
Egon zehnder
Jun 2014 - Aug 2014Research internEgon Zehnder International is a leading global executive search firm. The firm was founded in 1964 and operates in 38 countries with 64 offices. The firm offers services and expertise in the fields of Executive Search, Board Consulting and Leadership Strategy Services.Conducted market research to quickly learn the industry ranking and products' natureResearched and presented findings to senior consultants, on firms including JingDong.com and Kolbenschmidt, regarding their strategies, financial performance, organisational and shareholder structuresIdentified and established initial connections with senior level executives, including 1) identifying candidates by using searching tools such as LinkedIn and cold calls, 2) building professional networks with candidates, 3) mapping out candidates based on clients' requirement, 4) designating shortlist candidates to consultants for competency assessment通过网络调研迅速了解产业及公司信息,向咨询顾问介绍公司的各项背景资料,诸如战略、结构、财务绩效通过领英等网站以及电话沟通交流的方式搜索合适的候选人,与高管候选人建立联系;根据客户的要求对候选人排序,并将筛选过的人选交由顾问进一步评估具有快速收集和筛选信息、高效处理和分析数据的能力,具有良好的人际交往能力 Show less

Orient securities
Apr 2016 - nowTrained over 150 branches on operations business, implemented inspection on operations including account management, account compliance and etc.Formulated business supervision system and process, wrote annual plan and summaryManaged user permissions of over 20 systems, and revised instructions according to compliance requirements负责营运业务调研,设计调查问卷,了解各分支机构对营运服务的需求,提高服务质量负责对150家营业部的营运业务督导工作,组织开展业务培训,落实有关账户、档案等方面的业务检查工作制定、修订营运督导业务制度和流程,撰写督导业务年度计划与总结,定期向部门负责人进行业务汇报落实公司20余套常用系统用户授权管理工作,根据合规要求修订用户权限管理制度及操作规程善于与不同人群沟通交流,具有良好的表达能力和组织策划能力,有较强的合规风控意识和服务意识 Show less
Operations Management Manager
Jan 2018 - nowOperations Management Analyst
Apr 2016 - Dec 2017
Licenses & Certifications

Accounting professional certificate
Sept 2014
The securities qualification certificate
SacSept 2013
Passed all three levels of cfa program
Cfa institute
Honors & Awards
- Awarded to Samantha Wenqian ZhangDean's Award for Achievement 2013-2014 The University of Manchester Jul 2014
- Awarded to Samantha Wenqian ZhangScholarship Award The University of Manchester Jul 2013
- Awarded to Samantha Wenqian ZhangManchester Leadership Programme Bronze Award The University of Manchester Jun 2013 Planned the Manchester Ball Charity Event as part of a team, and helped in auctions which raised thousands of poundsPresented a radio show at Openshaw Community Centre for more than 50 older people to promote their wellbeingLed a team of 5 responsible for designing posters and planning activities for adults with learning disabilities
- Awarded to Samantha Wenqian ZhangPeople's Scholarship Fudan University Jun 2011
Volunteer Experience
Event Planner
Issued by Party branch of Operations Management, Orient Securities on Apr 2016
Associated with Samantha Wenqian ZhangTour Guide
Issued by Shanghai Volunteer on Sept 2010
Associated with Samantha Wenqian Zhang
Languages
- enEnglish
- maMandarin
- shShanghai dialect
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