WANQI MO

Experience

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  China Asset Management Co., Ltd.

  Jul 2016 - Sept 2016

  Channel Manager Assistant Intern

  • Led a collaborative channel sales intern team to promote five fund products; conveyed fund managers’ product design logic to clients in more than 100 bank branches in Beijing and Hebei Province, increasing the fund sales of Hebei Province to the 4thplace among all 34 provinces• Organized and prepared for more than 10 fund products road shows by inviting fund managers, creating PowerPoint decks and maintaining cooperative relationships with more than 50 bank account managers; collected feedback from bank account managers to adjust fund product marketing strategies Show less

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  China Galaxy Securities

  Oct 2016 - Mar 2017

  Research Analyst Intern

  • Updated, gathered and analyzed daily and weekly industry news and price change trends; utilized news and data to present daily and weekly reports to team’s research chief and investors, strengthening understanding of the latest financial situation and key points of target companies• Conducted a series of research reports on light industry; evaluated related companies by analyzing financial statements and building financial models, finishing two in-depth reports on the papermaking industry and collaborating with one of the companies to hold a teleconference about its 2016 final results Show less

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  Huachuang Securities

  May 2018 - Aug 2018

  Research Analyst Intern
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  CITIC Capital

  Apr 2019 - May 2020

  Analyst