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Helena Xu

Helena Xu

Industry Analyst

30 years old
Driving License
Beijing China
Employed Open to opportunities
  • 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.
Company Description
Top 1 financial securities company (Investment Banking) in China.
  • 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