inertiasun

Bond Project Sales: Successfully won two primary distribution projects, “23 Jin Lingang Investment SCP001,” with a total sales amount of 90 million RMB, becoming the department's sole winning salesperson. Participated in book-building for three lead underwriting projects: "24 Tian Gang 01/02," "24 Xin An 01/02," and "24 Xin An 03/04," where the project "24 Xin An 03/04" secured two successful bids with a total amount of 60 million RMB. Actively engaged in the sales of offshore bonds, convertible bonds, exchangeable bonds, guaranteed bond plans, and trust plans, accumulating a pool of alternative investment clients. Client Maintenance: Regularly maintained relationships with over 100 investment entities, building a network of thousands of clients, including investment managers, traders, and credit analysts. Key clients include Huaxin Securities, Shengang Securities, Yongxing Securities, Dongwu Securities, Western Trust, Jiangxi Bank, Jiujiang Bank, and Xi’an Bank. Conducted regular visits and online communication to sustain strong collaborations, driving continuous business growth. New Client Acquisition: Successfully expanded the client base by leveraging cold calls, alumni networks, hometown connections, and personal relationships, onboarding new clients such as Tongtai Fund, Nord Fund, Xinghua Fund, Dongfang Wealth Securities, and Yongxing Securities. Established channels with dozens of financial institutions. Compliance Management: Oversaw the department's internal compliance matters, coordinating with the company's compliance department to ensure all business activities adhered to regulatory requirements and that business risks remained under control. Market Analysis: Drafted weekly market reports, summarizing and analyzing bond market interest rate trends and primary issuance performance, providing decision-making support for the team.

Independently prepared comprehensive project materials, including underwriter reviews, integrity checks, and full submission documents. Managed issuance documents, including commitment letters and post-issuance reviews, and completed semi-annual reports for five bonds using the Shanghai Stock Exchange's software. Traveled with project leaders for on-site discussions and due diligence. Drafted bond due diligence reports for issuers in various regions, covering sectors such as urban construction and green bonds. Contributed to financial analysis and business operations sections of the offering memorandum.

Established and expanded relationships with over 100 financial institutions, developing new channels and building connections with key decision-makers in the credit bond sector. Participated in issuance and pricing for seven bonds, including Linyi City Investment and Taizhou Huaxin, ensuring successful bond issuance through proactive client engagement. Managed repurchase inquiries for bonds like "20 Xiyuan 02," ensuring smooth cooperation with bondholders.