Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Work Preference
Quote
Software
Languages
Websites
Timeline
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Yipeng Chen

Yipeng Chen

Singapore

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Flexible, articulate communicator proficient in consumer relations and problem resolution. Dedicated and focused on achieving performance goals.

Overview

4
4

Years of financial experience

Work History

Wealth Management Intern

Caitong Securities Co., Ltd.
05.2024 - 06.2024
  • Constructed cash flow projections for high net worth clients.
  • Provided guidance on tax-efficient investing strategies designed to minimize liabilities while maximizing returns for clients.
  • Assisted in the creation of marketing materials to attract new clients and promote wealth management services.
  • Participated in client meetings, effectively communicating investment strategies and recommendations.
  • Prepared detailed reports that summarized the performance of various investments within a client's portfolio.

Investment Intern

Incapital Investment Management Co., Ltd.
03.2024 - 05.2024
  • Negotiated cooperation and acquisition matters with both listed and unlisted companies.
  • Evaluated potential investment opportunities based on quantitative analysis using different valuation methods.
  • Collaborated with senior analysts on due diligence processes, leading to more informed investment decisions.
  • Enhanced investment portfolio performance by conducting thorough research and analysis of financial markets.
  • Conducted industry-specific research, enabling the team to identify emerging trends and potential investment opportunities.
  • Developed strong relationships with clients by addressing their inquiries promptly and thoroughly understanding their financial objectives.
  • Assisted with risk assessment and mitigation efforts, strengthening overall portfolio resilience against market volatility.
  • Enhanced portfolio performance by conducting thorough research and analysis of various investment opportunities.

FireBean Startup Co-Founder

Booster Hub Cross-border Technology Co., Ltd.
01.2024 - 03.2024
  • Provided strategic direction for product development, resulting in high-quality offerings that resonated with customers' needs and preferences.
  • Navigated complex legal requirements to ensure compliance with industry regulations while minimizing risk exposure for the business.
  • Optimized supply chain operations to ensure timely delivery of products, reducing costs and improving margins.
  • Operated Discord community, enhancing brand loyalty and customer retention with introduction of comprehensive customer service program.

Audit Intern

Johnson & Johnson
06.2023 - 08.2023
  • Collaborated with and maintained open lines of communication with team members to ensure timely completion of assigned tasks and resolution of any concerns that arose during audits, maintaining a consistent level of professionalism throughout the process.
  • Maintained a strong work ethic and positive attitude throughout the summer internship program, earning recognition from supervisors for outstanding performance and commitment to team success.
  • Participated in weekly meetings with mentors and colleagues, sharing insights from various learning experiences throughout the internship program.

Investment and Financing Counsellor Assistant

Zhelicai Enterprise Management Consulting Co., Ltd
05.2023 - 06.2023
  • Analyzed two companies' decision making on internal financing and investment, project management, risk management, etc., and subsequently gave suggestions.
  • Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
  • Greeted guests in with friendliness and professionalism.

Investment Counsellor Assistant

Xiangcai Securities Co., Ltd.
05.2022 - 08.2022
  • Followed the investment counsellor in evaluating the investor's information and giving advice on the investment choices.
  • Assisted in completing investment evaluations and putting forward recommendations for six companies.
  • Worked closely with management to provide effective assistance for specific aspects of business operations.

Data Analytics Intern

China CITIC Bank
05.2021 - 08.2021
  • Plunged into the duties of collecting, recording and analyzing data from annual audit reports, balance sheets and cash flow statements of the banking system.
  • Evaluated the clients' creditworthiness and created the final resolution of a credit report, credit agreement, etc.
  • Assisted in credit evaluation of six companies, which intended to apply for loans.

Education

Master of Science - Financial Technology

Nanyang Technological University
Singapore
06.2025

Bachelor of Commerce - Finance & Economics Specialist

University of Toronto
Toronto, Canada
06.2024

Skills

  • Python
  • R Programming
  • Microsoft Excel
  • Fundamental Analysis
  • Cash Flow Analysis
  • Portfolio Management
  • Investment Strategies
  • Risk Assessment

Accomplishments

  • GRE: 333 + 4.5 (2023)
  • Top 5% of CEMC Euclid Contest, University of Waterloo (2019)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full TimeInternship

Work Location

On-SiteRemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave

Quote

It is never too late to be what you might have been.
George Eliot

Software

Python

R Programming

Microsoft Excel

Languages

Chinese (Mandarin)
English

Timeline

Wealth Management Intern

Caitong Securities Co., Ltd.
05.2024 - 06.2024

Investment Intern

Incapital Investment Management Co., Ltd.
03.2024 - 05.2024

FireBean Startup Co-Founder

Booster Hub Cross-border Technology Co., Ltd.
01.2024 - 03.2024

Audit Intern

Johnson & Johnson
06.2023 - 08.2023

Investment and Financing Counsellor Assistant

Zhelicai Enterprise Management Consulting Co., Ltd
05.2023 - 06.2023

Investment Counsellor Assistant

Xiangcai Securities Co., Ltd.
05.2022 - 08.2022

Data Analytics Intern

China CITIC Bank
05.2021 - 08.2021

Master of Science - Financial Technology

Nanyang Technological University

Bachelor of Commerce - Finance & Economics Specialist

University of Toronto

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Yipeng Chen