Helena Xu - Industry Analyst

Your browser is outdated!

To ensure you have the best experience and security possible, update your browser. Update now

Resume created on DoYouBuzz

Experiences

Fixed income and credit debt analyze
Analyse IPOs listed in NYSE by industries and write a report about the development and change of the industries.
Write reports of topics about the industries development and household consumption in different countries and current situation in China.

Learn more

Securities brokerage services, providing customers capital proposals.
Help with a full line of fund products, money management and asset allocations programs.
Provide investment consultancy and financial planning to institutional and private clients under the supervision of investment advisors.

Worked with the auditing team in annual audits for Real Estate firms
Conducted substantive procedures and prepared working papers in Excel.
Interviewed clients to obtain required auditing evidences.

Helped with the business of international settlement, foreign exchange settlement andremittance settlement
Learnt the procedure of Letter of Credit Business, Guarantee business and provide adviceto clients

Skills

ACCA-Qualified for F1-F9
Accounting-Management and Financial
Auditing
Corporate Finance
Financial analysis

Microsoft Excel Modelling - portfolio optimisation, vlookup, modelling
Enterprise Resource Planning (ERP)
Databases
Proficient in Excel, Powerpoint

Education

CEMS - Master of Management. The Global Alliance in Management Education, joint degree

CEMS - The Global Alliance in Management Education
Won the only 2 slots to Ivey Business School. Top

Major in Economics and Accounting

Interests

scuba diving
table tennis
badminton
Rock-climbing
Bowling
Hiking

Producing short films of travel or life

Reading
Writing novels