Difei (Daniel) Yan, FRM

Vice President- Relationship Management / Co-chair of APAC Multicultural BRG of Moody’s Corporation

Shanghai, China

About

Bilingual (Chinese native) experienced in international banking and rating agency, FRM Charter Holder, CFA Level II exam candidate with distinctive performance rating during working period. Master Degree in Finance & proven leadership and strong relationship management and financial statement analysis skills.

Experience

  • VP- Relationship Management at Moody's Investors Service
    Jul 2021 - Present · 5 yrs

  • Standard Chartered Bank (3 yrs 11 mos)
    • Brokers and Dealers, Financial Institutions, Relationship Manager
      Feb 2020 - Jul 2021 · 1 yr 6 mos

    • Associate Director, China Corporates
      Sep 2017 - Feb 2020 · 2 yrs 6 mos

      Coverage

  • Moody's Investors Service (3 yrs 7 mos)
    • Manager
      Mar 2017 - Sep 2017 · 7 mos

    • Senior Associate
      Nov 2015 - Mar 2017 · 1 yr 5 mos

    • Associate - Business Development
      Mar 2014 - Nov 2015 · 1 yr 9 mos

      - Play an integral role in the development and implementation of Moody's strategy for new rating clients and key constituents such as investors primarily in Central, Eastern and West of China region. Outreach to corporates and institutions with potential rating/offshore debt issuance demands. - Joint meetings with analysts to present Moody’s rating methodology of different industries and pitch with credit views,issuance plan and debt capital market trends. - Research and monitor of latest Asia debt capital market news/trends, deals and rumors to identify priorities of pitching targets and maintain client database and resources in mainland China. - Collect public and basic financial data, statements, company profiles and latest news/financing rumors for pre-meeting preparation and working out client priorities. - Timely track and share deal flow information and market intelligence sourced from issuers with Business Development team and intermediary team. - Open rating and issuance dialogue with presenting and referring credit opinion of existing rated industry peers in the meeting with clients.

  • Management Associate at Citi
    Jan 2012 - Mar 2014 · 2 yrs 3 mos

    4 Rotations in different departments of Citibank China to cover frontline, mid-office and backend.