1. HE Jiaqi, ICN business school, “CFA”level 2 candidate
Date of Birth : 13/03/1993
Nationality : P.R.China
Email : bobhjq@126.com
Phone : +(33)669908134
Type of Job: Internship
Graduation Date: Expected at June/2017
Academic Background and Qualifications
Xi’an International Studies University, 31/08/2011—06/07/2015,Bachelor of Economics;
“CFA” level 1 exam was taken in 06/12/2015 and was passed in 27/01/2015;
ICN Business School, 09/09/2015—?
Basic knowledge of “IFRS” and “U.S GAAP”,also willing to learn the
“Luxembourg GAAP”;
Strong sense of professional conduct and code of ethics in financial industry;
Fair knowledge of financial products valuation (Inclusively, equity valuation, real estate
valuation, fixed income valuation, derivatives valuation) and financial reporting analysis
techniques;
English
TOEIC Score : 770
Microsoft Office and SPSS
Fair knowledge of Word, Excel, Powerpoint, Outlook;Basic knowledge of SPSS in the case
of data analysis;
Internship Experience
Beijing Hang Tang Wealth Investment Management
Corp.Ltd(Xi’an branch) (2015.01-2015.05)
Work as an Investment Adviser (recommend suitable trust and fund investment
products to clients and simultaneously performed simple due diligence to adjust
client’s portfolio according to their Investment Performance Statement)
Voluntary Activities
Teaching volunteer of school Program (2013.07-2013.08)
English teacher for high school students in a small village of China.
(15/07/2013—15/08/2013)