Qinyu Cai

Experience

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  中国银行

  Jun 2020 - Oct 2020

  Commercial Banking Intern

  <Retail Banking Services>• Customer Service Management: handed needs of individual customers, including account opening, deposits and withdrawals, balance inquiries, achieved customer satisfaction 98%+• Sales Promotion: Promoted retail banking products, utilize 200+ cold calls to expand banking services, expanded regional customers with 30% growth <Corporate Banking Services>• Financing Solutions: Assisted managers in preparing documents for loan proposals, letters of credit, bill financing solutions etc., verified and processed 100+ corporate loan applications to ensure loan processing• Specialized Corporate Business Support: Assisted in corporate account management, cross-border trade services, and handling various corporate payments and settlement transactions Show less

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  申万宏源证券有限公司

  Nov 2020 - Jun 2021

  • Due Diligence: Conducted financial modeling and template in Excel to evaluate financials of 40+ corporations for pre-publication annual report financial viability assessment• Corporation Profiling: Leveraged financial ratio analysis, debt structure analysis, and profitability assessment to evaluate the financial health, profitability, and key performance indicators of client corporations • Client Relationship Management: Communicated with institutional clients and fund managers using CRM systems and conducted 10+ on-site visits to investors• Sales and Trading Support: Prepared 30+ market and trading reports to communicate trading activities and trends, providing customized market insights and investment recommendations

  • Investment Banking Intern

    Apr 2021 - Jun 2021

  • Sales and Trading Intern

    Nov 2020 - Mar 2021
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  Fortune

  Jun 2021 - Oct 2021

  Marketing and Event Internship

  • Summit Agenda Development: Contributed to formulation of discussion topics for the FORTUNE China 2021 Global 500 and 40U40 Summits, managing preparatory materials and coordinating updates across departments, including agenda refinement, speaker invitation, and PR team liaison etc.• Event Coordination & Documentation: Conducted background research on keynote speakers, conducted Gantt charts for project timelines, recorded minutes for daily meetings, coordinated resources for interview sub-venues<Fortune Global 500 Summit 2021 - Hangzhou>• Assisted in proposing forum topics for the summit, with two topics ultimately being adopted• Managed pre-event materials and made timely adjustments/updates for various departments, including enhancing background information, revising agendas, producing invitation letters for speakers, coordinating with PR teams, etc.Researched and compiled background information on keynote speakers• Created and updated Gantt charts to track project progress• Recorded and reported daily morning meeting minutes• Coordinated on-site arrangements prior to the event<Fortune 40 Under 40 Summit 2021 - Shanghai>• Assisted in preparing pre-event materials for the 40 Under 40 Summit, including language proofreading and adjustments for PowerPoint presentations, as well as compiling speaker backgrounds• Provided on-site support during the 40 Under 40 SummitAdditional Responsibilities:• Research & Presentation: Conducted research on topics “Government Industry Funds”, “Fund on Fund”, “Dual-Carbon Policy of China”, and “Metaverse”, assessing their current situation and future development, compiled the research findings into reports for managing director in preparation for other summit materials• Processed expense reimbursements for department director Show less

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  中信证券

  Apr 2023 - Jul 2023

  Industry Analysis and Investment Research Analyst

  • Data Synthesis & Analysis: Integrated quantitative and qualitative data from company reports, financial statements, and third-party databases to develop stock and corporate evaluations for portfolio optimization• Industry Expert Engagement & Communication: Participated in daily investment summary, expert industry experience sharing & networking, and financial derivatives workshops• Strategic Reporting & Market Insight: Developed 5 sector reports using statistical techniques and qualitative analysis to forecast performance, conducted Power BI for charts and dashboards on market trends and stock price, presented findings through PPT and reports Show less