Pengfei Y.
senior associate @ DBS Bank
China
Shanghai
Banking
Portfolio Management, Financial Markets, Financial Risk, Financial Analysis, Fixed Income, Risk Management, Bloomberg, Finance, Financial Modeling, Derivatives, Investments, Economics, Investment Banking, Capital Markets
Experience

senior associate
上海
20/12/2016-current: DBS Treasury and Markets, Position: Senior Associate With corporate sales team for: Conduct foreign exchange related (Forward, Risk Reversal, IRS, CCS, etc) and LIBOR linked (structure deposit) transactions with SOE, POE, foreign companies and multinational corporations; Prepare pitch book with designed hedging solution to manage clients’ FX exposure, such as USD loan, mismatched currency in procurement and payment, offshore bond; Use Murex for plain vanilla and structure deal execution and booking, Mark to Market simulating, sales revenue running; Follow up the corporate client and update regular price indication of financial products to internal and external; Share and update information, ideas, market news

Investment Consultant (Associate)
Shanghai City, China
Strength the leadership and driven power in business development function, monitor and manage the sales team and performance in order to secure sales backlog/ targets assigned for investment products lead and work with team in developing business plan/strategies for branches with area leaders and functional managers to optimize sales capacity and effectiveness Providing regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers Organize and host seminars in introducing latest products to potential customers Provide professional support to sales team in working with customers through necessary callings, meetings, regular portfolio review for customers, and resolving complex enquiries and complaints Provide regular and timely feedback to product taskforce team on customer acceptability on new catalog/products, services and sales disputes

Ivestment Consultant (Manager)
Beijing City, China
Strength the leadership and driven power in business development function, monitor and manage the sales team and performance in order to secure sales backlog/ targets assigned for investment products lead and work with team in developing business plan/strategies for branches with area leaders and functional managers to optimize sales capacity and effectiveness Providing regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers Organize and host seminars in introducing latest products to potential customers Provide professional support to sales team in working with customers through necessary callings, meetings, regular portfolio review for customers, and resolving complex enquiries and complaints Provide regular and timely feedback to product taskforce team on customer acceptability on new catalog/products, services and sales disputes

Analyst
Over two years of experience in researching area of TMT companies in China (including Alibaba, Sina Weibo, Tencent, Jumeiyoupin), Hongkong, Taiwan, and Singapore to spend time closely monitors industry trends in neighboring markets in the Asia Pathetic. With other analyst together provide a clear mark-up and riders for each report or presentation. Express or show a logic and professional template for each technical project. 2)Project Document creation, formatting and layout setup based on personal research, the client project situation and other senior analysts’ requirement (including: Pitchbooks, Roadshow presentation, Financial statements, legal document, letter etc) 3) Provide softcopy and clean excel data, spreadsheet for chart, table creation and data calculation, valuation etc,. 4) Presenting investment plan to and interacting with clients and internal sale forces Created financial models, and wrote pre-deal reports with deep-dive industry and company analysis, conducted per-deal investor education (PDIE) and met with buy-side clients. Effort an effective analysis for technically corporation, and then produce a profitable advice for each project which wants to IPO on A share market, H-share market and the overseas market, meanwhile, the project of Financing, merging and investment . For example, coordinating with TMT group to do the project of Sina Weibo IPO on American NASDAQ market. Donepeng Ltd. to offer their bond on international market. Jumeiyoupin Ltd. to issue their stock on H-share and NASDAQ market, etc., Business skills: performing equity valuation analysis using methodologies DCF, EBITDA, EV/FCF, PE, dividend yield etc.; carried out data analysis and drew conclusions and implications Close and intensive interaction with clients, independently approached market experts and successfully conducted interviews covering industry profit margin, market share, 5 years industry trend, etc.; Deep-dive in end usage breakdown, major player’s company profile
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