Hong Kong, Hong Kong SAR
Chase dream in Hong Kong
Financial Planning and analysis: -Update and monitor monthly financing position -Analyzing and evaluating funding needs to formulate sourcing plans, optimizing financing by tenor and cost -Update financial models and loan book to facilitate management decision -Conduct financial analysis and performance review on quarterly and yearly financial results Risk management: -Utilize various derivatives like IRS to management interest rate risk Data analysis and visualisation: -Collaborate with other department to automate and visualize sales data and funding needs using Excel, Power BI and Tableau Strategy analysis: -Conduct research on marco economy, fiscal policy and monetary policy for HK, CN and US -Update information about money market, including HIBOR, US EFFR & HK Banking Aggerate Balance
-credit rating for LGFVs (local government financing vehicle), mining, energy, media and other offshore bond issuers -engage in credit methdology research for new products,like crypto currency rating methdology -write Chinese offshore bond market weekly, monthly and quarterly review, including primary bond market issuance, secondary market performance, rating change for Chinese issuers and regulatory policy changes
Teaching Assistant for postgraduate finance courses at The University of Hong Kong
Credit Analysis and Management System (CAMS)
• Write more than 70 credit analysis reports for LGFVs located in Jiangsu, Henan and Hunan provinces • Participate in online and offline meetings with companies to be invested in and prepare minutes after the meeting • Analyze the financial status and operation results of coal mining companies, located in Shanxi and Shanxi provinces, including share structure, projects under construction, projects to be invested and profits by business operations • Collect the fiscal data of 34 provinces, cities, and autonomous regions across the mainland China, including general public budget revenue, tax revenue, general public budget expenditure, government fund revenue, and local government debt balance