Teng JIA

Teng JIA

Finance Intern

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location of Teng JIAShanghai, China

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  • Timeline

  • About me

    Portfolio Manager

  • Education

    • Fudan University

      2011 - 2013
      Master's degree International Business
    • Università Commerciale 'Luigi Bocconi' / Bocconi University

      2011 - 2013
      Master of Science (MSc) International Finance 108/110
    • Fudan University

      2007 - 2011
      Bachelor Accounting
  • Experience

    • 中国石油化工股份有限公司

      Jul 2009 - Jul 2009
      Finance Intern

      - Supported the daily operation in finance department, familiar with business process and the application of ERP.

    • SHANGHAI JIUMING INVESTMENT MANAGEMENT CO., LTD

      Nov 2010 - Jun 2012
      Analyst

      - Screened key industries and firms in China. Covered banking, steel, cement, automobile, machinery, railway industries. Conducted in-depth research on interest rate liberation, raised unique viewpoint against the common market viewpoint. Accurately predicted the change of climate in cement, automobile and railway industries with proper recommendations.- Participated in global stocks, bonds and derivatives analysis. Focused in smartphone, US banking and part of H shares. Continuous study and tracking on smartphone industry, raised forward looking viewpoint, successfully invested in APPLE.- Self-conducted investment analysis and report composing, good performance with recommended investment targets. Show less

    • CITIC Securities Company Limited

      Jul 2012 - Aug 2012
      Summer Research Analyst

      Summer Intern in Research Department, Rotated in Fixed Income Department and IBD- Research: engineering machinery industry. Composed in‐depth research reports in forklift and crane sub-sectors.- Fixed Income: capital intermediary business line daily support. Composed the report of China trust industry.- IBD: TMT business line. Supported the project of business optimization of a large Chinese telecom corporation. Composed part of the M&A pitch book in media industry. Supported other 15 projects in two weeks.- Good performance in mock acquisition pitch in shale gas industry. Prepared a complete M&A pitch book. Show less

    • Bosera Asset Management Co.

      Aug 2013 - Aug 2013
      Summer Research Analyst

      - In-depth research in municipal underground pipe industry, highly regarded by Bosera fund managers and analysts.

    • Bosera Asset Management Co.

      Mar 2014 - Jul 2015
      Research Analyst

      Internet Sector Equity Analyst

    • Zheshang Fund Management Co., Ltd. 浙商基金管理有限公司

      Aug 2015 - now

      Equity analyst

      • Chief Equity Investment Officer

        Feb 2023 - now
      • Portfolio Manager

        May 2018 - Jan 2023
      • Research Analyst

        Aug 2015 - Apr 2018
  • Licenses & Certifications

    • CFA

    • CPA