Jinshu Zhang

Awarded 2022 Outstanding Intern

1. Update the relevant documents for the projects you are responsible for.
2. Familiarize yourself with the operating rules of the projects you are responsible for.
3. Execute related projects, publish notices, respond, interact, and address user needs on time.
4. Monitor the entire project process and promptly report any unexpected situations to the supervisor.
5. Organize, upload, and verify project documents in the later stages.

Received the honor of Outstanding Researcher and a letter of recommendation.

1. Study, collect, and analyze financial market data, draft reports, and provide insights into market trends and investment opportunities.
2. Assist the asset management team in portfolio management, monitor asset performance, and provide market insights.

3. Learn how to provide financial consultation and assist in devising asset allocation strategies for clients.
4. Learn how to conduct financial consultations, assist the advisory team in providing financial advice to clients, and learn how to create asset allocation plans for clients.