Yiming Xu

- Contributed to the annual audit project of a leading securities firm in China - Examined the financial statements, ledgers, and external confirmations of 72 sampled security exchanges - Prepared the audit working papers for recording and testing in Excel for 38 asset management plans - Sorted and controlled hundreds of external confirmation letters

- Performed market research, data collection, and feasibility analysis of investment projects - Supported due diligence process and draft due diligence reports - Prepared investment project applications, feasibility study reports, investment proposals and presentationsand - Established and managed investment project files was responsible for the reimbursement of the department

- Assisted financial planner with customer service, including sorting and filing customer feedback survey documents and summarizing problems - Documented department meetings and planned weekend activities of the business department

- Learned about asset securitization and got familiar with the business procedures quickly - Supported the due diligence process, such as sorted out due diligence documents, conducted financial analysis and completed report accordingly - Composed project application of the asset-backed special plan

- Analyzed asset status of customers, made asset allocation, provided customers with financial plans - Cooperated actively with other team members to develop a business plan together and gave presentations - Participated in the "2015 Citibank World Citizen Elite Training Camp", learned investment management knowledge, and won the Best Team and the Best Individual awards in the investment portfolio contest

finance, empirical banking and finance, microeconomics, macroeconomics, econometrics, institutional economics, behavioral economics, psychology and economics (behavioral public policy), computational statistics, research module in management and applied microeconomics

financial markets, financial derivative and dynamic finance, investment, financial statement analysis, risk management, applied stochastics processes, multivariate statistical analysis, algorithm and data structure, financial computing, C programming