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Yuxuan Fan

Yuxuan Fan

English Tutor

Followers of Yuxuan Fan1000 followers
location of Yuxuan FanShanghai, China

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  • Timeline

  • About me

    Data analyst @ financial industry

  • Education

    • Fordham Gabelli School of Business

      2018 - 2020
      Master of Science - MS Banking, Corporate, Finance, and Securities Law 3.8/4.0

      Activities and Societies: Finance Society, FAcTs Club Courses: Fixed Income Securities, Advanced Portfolio Management, Auto Trading, Financial Risk Management, Financial Modeling, Global Financial Markets, International Investment Principle, CFA Research Competition

    • Soochow University (CN)

      2014 - 2018
      Bachelor's degree Accounting 3.6/4.0

      Activities and Societies: Neverland Music Band Organizor, Learning material Sharing Platform Funder Courses: Accounting (I,II, III), National Taxes, Economic Law Principle, Macroeconomics, Microeconomics, Econometrics, Statistics, Calculus I&II, Linear Algebra

  • Experience

    • New Oriental Education & Technology Group

      Jun 2016 - Sept 2016
      English Tutor

    • Talent Accounting Firm

      Jan 2017 - Apr 2017
      Audit Assistant

      • Exchanged information on clerical errors and deficiencies on internal control system with team leader• Executed Substantive Audit procedure for a celebrated tourism group in China, and prepared worksheets for over ten clients’ audit reports

    • HuaAn Securities Co. Ltd., Research Division

      Jul 2017 - Mar 2018
      Assistant in Investment Banking Department

      • Partnered with investment banking team to perform due diligence investigation on $230 million tourism corporation; assessed corporate governance and reviewed share-holding structure in team of 4• Reviewed feedback from SCRS, and initiated alternative solutions to IPO client’s financial problems such as cash management and major shareholders borrowing• Collaborated with three analysts to design structure of ￥200M Investment-Grade ABS bond, including its tranches and maturity options

    • Momentum Advisors

      Feb 2019 - Nov 2019
      Financial Analyst Intern

      • Supervised a team of five researcing on mining industry in Latin American countries• Advised clients on a $200-300 million acquisition in Peruvian and Chilean mining industry and assisted them in building links with Peruvian and Chilean high-level officers in Government• Built diversified portfolios for high net worth clients, accounts advised by team worth over $200 million

    • Kontaktsource

      Mar 2020 - Oct 2020
      Analyst

    • 工商银行

      Dec 2020 - Jul 2021
      Data Analyst

    • 花旗集团

      Aug 2021 - Sept 2023
      Data Analyst

    • GurryShark Capital

      Sept 2023 - now
      Data Analyst

  • Licenses & Certifications

    • The Securities Qualification Certificate

      Securities Association of China
      May 2018
      View certificate certificate

    • Certificate of Fund Profession

      Asset Management Association of China
      Apr 2018
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2018
      View certificate certificate

    • FRM Candidate

      Global Association of Risk Professionals (GARP)