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JIAHUI (JASON) XU

JIAHUI (JASON) XU

Fixed Income Analyst

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location of JIAHUI (JASON) XUGreater Vancouver Metropolitan Area

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  • Timeline

  • About me

    Relationship Manager, Business Markets at Royal Bank of Canada

  • Education

    • Zhengzhou University of Light Industry

      2014 - 2018
      Bachelor of Arts - BA International Economics

      Activities and Societies: Outstanding Graduate, Excellent Student Leader, Scholarship for Advanced Grades Courses: Adv. Calculus, Linear Algebra, Accounting, Probability Theory, Statistics, Economics Theory, International Trade Theory

    • Harvard University

      2015 - 2015

      Activities and Societies: Leadership Training Program Nov 2015-Dec 2015 •A Research and Exchange Program for 50 Excellent College Students in Province(population:100M) •Attended Leadership Training Program to prepare students to be leaders of Industry

    • University of Connecticut School of Business

      2018 - 2019
      Master of Science - MSc Financial Risk Management

      Courses: Financial Risk Modeling,Enterprise Risk Management, Fixed Income Derivatives, Strategies & Risk Management, Equity Market, Portfolio Management, Time Series Analysis, Regression Analysis, Programming (R,Python,VBA,Matlab)

  • Experience

    • China Galaxy Securities Co.,Ltd

      Jul 2017 - Aug 2017
      Fixed Income Analyst

      - Collaborated with VP of Investment analyzing and optimizing diversification of fixed income products. Performed credit analysis of ABS instruments, issued by Hunan Province Changsha Investment Corporation to fund High-Speed Railway project.- Gathered and consolidated company information from various data sources (Windin, Qichacha, etc.); Performed pre-IPO due diligence and evaluation of Phoenix Tree Holdings LLC (DNK).

    • BH Asset Management LLC

      Mar 2019 - Jul 2019
      Quantitive Risk Analyst

      - Tracked my manger’s dynamic portfolio with Index benchmarks (S&P 500, Russell 2000, etc.), provided data and analytic support to manager in comprehensively evaluating active management strategies, and distributed reports to target clients.- Led a 3-person team analyzing 10-years trading data, designed an automatic classification model to effectively accomplish data-cleaning & trading schema diversification, drastically cutting down 80% overall process time.

    • Digitas North America

      Feb 2020 - Mar 2021
      Data Scientist

      - Provided data analytic services to clients in the CPG industry, the Telecom industry, and the Pharma industry, including Molson Coors, AbbVie, Comcast, Sanofi. - Collated and evaluated the AbbVie’s marketing campaign databases, established analysis models for Online & Offline channels. Prepared ROI reports with specific recommendations to drive sales revenue, resulting in $2M additional sales. - Participated in Comcast's digital marketing projects, assisted my team to build a self-generating reporting system for the databases that achieved 80% time saving; performed data-auditing of over 200 models within a month. Show less

    • BMO

      Dec 2021 - Feb 2023
      Customer Service Representative

      A key member of personal banking advisory team; Winner of Top Performing Branch Award in BC & Yukon Region in Q1,2022.

    • HSBC

      Feb 2023 - Mar 2024
      Premium Banker

    • RBC

      Mar 2024 - now

      • Relationship Manager Intern, Business Markets

        Jun 2024 - now

      • Banking Advisor

        Mar 2024 - Jun 2024

  • Licenses & Certifications

  • Volunteer Experience

    • Hedge Fund Forum Volunteer

      Issued by Greenwich Economic Forum on Sept 2019
      Greenwich Economic ForumAssociated with JIAHUI (JASON) XU