Summary
Overview
Work History
Education
Skills
Certifications And Skills
Software
Certification
Timeline
Generic
Jingyun Xu

Jingyun Xu

Investment Banker
Shanghai

Summary

I am writing to express my strong interest in the Investment Analyst position at the World Bank in Singapore, as advertised. With a Master’s degree in Finance from Johns Hopkins University, a CFA Charter holder certification, and over six years of experience in investment banking, asset management, and market analysis, I am eager to contribute my expertise to the World Bank’s mission of sustainable development and poverty reduction.

In my current role as a Senior Manager at China Reform Securities in Beijing, I have led multiple high-impact projects, including IPOs, private placements, and mergers and acquisitions. Notably, I spearheaded the NEEQ listing and Beijing Stock Exchange IPO for a high-tech manufacturing firm, where I conducted comprehensive financial and business due diligence, prepared regulatory filings, and managed stakeholder communications. My ability to analyze complex financial data, identify risks, and deliver actionable insights has consistently supported successful project outcomes.

Previously, as an Overseas Business Manager at Lier Chemical, I developed a deep understanding of global market dynamics by monitoring international demand trends, competitor activities, and regulatory changes. I also produced market intelligence reports that informed strategic decision-making, enhancing the company’s competitive positioning in the agrochemical industry.

During my tenure at Bohai Life Insurance, I honed my skills in asset allocation and investment strategy by conducting macroeconomic research, performing stress tests, and optimizing portfolio performance. My work directly contributed to the company’s compliance with regulatory requirements and its long-term financial stability.

What draws me most to the World Bank is its commitment to leveraging financial expertise for global development. I am particularly inspired by the Bank’s initiatives in sustainable infrastructure and climate finance, areas where my experience in high-tech manufacturing and integrated circuits aligns closely. I am confident that my analytical rigor, cross-cultural competence, and passion for impactful investments would make me a valuable asset to your team.

I would welcome the opportunity to discuss how my skills and experiences align with the World Bank’s goals. Thank you for considering my application. I look forward to the possibility of contributing to your esteemed organization.

Overview

7
7
years of professional experience
3
3
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Senior Manager of Investment Bank

China Reform Securities Co., Ltd.
Shanghai
08.2023 - Current
  • Conduct due diligence, prepare application materials, and communicate key issues for IPO, convertible bond, and private placement projects
  • Design financing proposals and capital operation plans for listed and pre-IPO companies (including IPOs, refinancing, M&A, and restructuring)
  • Perform due diligence and provide guidance for pre-IPO companies
  • Oversee continuous supervision of listed companies
  • Related Equity Project Experience:
  • ChengDu ChuanLi intelligence fluid equipment co.,LTD – NEEQ Listing and Beijing Stock Exchange IPO Project (Financial and Business Lead)
  • Conducted on-site financial and business due diligence, verified the authenticity and rationality of cooperative development sales models, organized financial and business-related working papers, responded to quality control and internal review inquiries, and drafted the public transfer prospectus and other application documents
  • Status: Successfully listed in November 2024, currently in the post-listing supervision phase
  • A SoC Chip Design Company – NEEQ Listing Project (On-site and Financial Lead)
  • Conducted on-site financial and business due diligence, improved internal control standards for financial and business operations, organized working papers, and drafted the public transfer prospectus and other application documents
  • Status: Currently in the due diligence phase
  • Other Responsibilities:
  • Communicated quality control department notifications, requirements, and precautions to project teams for execution
  • Prepared periodic industry market reports (e.g., high-end manufacturing, integrated circuits, new materials), analyzing capital market trends, corporate review dynamics, regulatory feedback, and industry developments
  • Delivered insightful presentations on market trends to both internal teams and external clients, showcasing expertise in various sectors.
  • Explored new investment opportunities, maintaining an up-to-date knowledge of market trends and economic developments.

Overseas Business Manager

Lier Chemical
10.2020 - 07.2023
  • Monitored global demand trends for key products, analyzed competitor export and customs data, and forecasted future domestic and export market conditions
  • Tracked new project investments, equipment operations, and trial runs of competitors, predicting future production capacity and market size
  • Monitored global import volumes, prices, and payment methods based on seasonal purchasing patterns across regions
  • Updated market information and sales strategies for key products, and compiled bi-monthly Industry Insights reports for internal distribution

Asset Allocation Manager

HNA Capital – Bohai Life Insurance Co., Ltd.
Beijing
10.2017 - 06.2019
  • Collaborated cross-functionally with merchandising and planning teams to align allocation strategies with overall business objectives.
  • Researched macroeconomic trends, capital markets, and regulatory policies, and prepared quarterly quantitative asset allocation reports based on insurance asset-liability management models
  • Conducted stress tests on asset allocation, evaluating asset returns, cash flows, and solvency under five regulatory scenarios, and prepared reports for board review and regulatory filing
  • Monitored account performance, adjusted tactical asset allocation (TAA), and provided performance attribution and improvement recommendations

Education

Master of Science - Finance

Johns Hopkins University
Washington, D.C.
08.2015 - 08.2016

Dual Bachelor’s Degree - Finance

Southwest Jiaotong University / George Mason University
08.2012 - 12.2014

Skills

Financial statement analysis

Investment strategies

Asset allocation

Portfolio management

Investment selection

Technical analysis

Company profiling

Fundamental analysis

Industry analysis

Certifications And Skills

CFA (Chartered Financial Analyst), Securities Practitioner Qualification, Proficient in MS Office and Wind, Experienced in financial modeling and company valuation

Software

Experience of AI, Python and Microsoft tools and applications

Certification

Chartered Financial Analyst (CFA) - CFA Institute.

Timeline

Senior Manager of Investment Bank

China Reform Securities Co., Ltd.
08.2023 - Current

Overseas Business Manager

Lier Chemical
10.2020 - 07.2023

Asset Allocation Manager

HNA Capital – Bohai Life Insurance Co., Ltd.
10.2017 - 06.2019

Master of Science - Finance

Johns Hopkins University
08.2015 - 08.2016

Dual Bachelor’s Degree - Finance

Southwest Jiaotong University / George Mason University
08.2012 - 12.2014
Jingyun XuInvestment Banker