Analyst Management
Resume:
RONG XU, CFA
Green Brook NJ *****
ab8uwi@r.postjobfree.com
Summary
. 7+ years experience as credit analyst and credit head in insurance AMC,
commercial bank and credit rating agency.
. Chartered Financial Analyst (CFA), Master in Finance and Bachelor in E.E.
. Solid financial statements analysis ability with formal credit rating
trainings.
. Excellent skills in mathematics and computer programming, proficient in
Excel/VBA, C, VB, Pascal and Matlab.
. Society of Actuaries: passed Exams P and FM, VEE for Corporate Finance
and Economics, and VEE for Applied Statistics.
. Employment Status: U.S. Green Card.
Professional Experience
Pacific Assets Management Co., Ltd. 03/2007 to
06/2012
Top3 insurance AMC in China
Head of Credit Rating Dept. 07/2011 to
06/2012
Managing Credit Rating Dept. with four senior analysts and one assistant
analyst, responsible for all issues related to internal credit rating &
credit risk management.
. Responsible for all the credit reviews of fixed income portfolio, AUM
above USD 45billions, more than 400 companies in various industries.
. Successfully developed an internal credit rating model for the company.
. Responsible for evaluating and monitoring the credit lines of all the
counterparties.
. Responsible for all the reports to Chief Risk Officer, Risk Management
Committee and CIRC (China Insurance Regulatory Commission).
. Responsible for department annual performance report and annual budget
control.
Senior Credit Risk Analyst 03/2007 to
06/2011
. Evaluate credit risk of corporate bond and counterparties, generate
internal credit rating reports.
. Conduct field interview to collect information in support of credit
analysis.
. Develop credit scoring models and stress test analysis as risk management
tools for credit review and monitoring.
. Manage a portfolio of approved issuers, which include recommending
deletion and addition of approved issuers and other credit related
actions.
. Work closely with Chief Investment Officer, Portfolio Managers,
Operations and Investment Consultants on credit related issues.
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RONG XU - Page 2 of 2
Banca Intesa S.p.A. 09/2006 to
03/2007
Italy's biggest banking group
Credit Analyst
. Evaluate creditworthiness of the prospect and existing customers by
performing regular credit reviews.
. Prepare and check loan and security documentation to ensure perfection of
loan collateral.
. Drop onsite visit to the prospect/existing customers together with
Department Head.
Da Gong Global Credit Rating Co., Ltd. 03/2005 to
09/2006
Top3 credit rating agency in China
Credit Analyst
. Perform credit analysis and generate credit rating reports on firms in
different sizes across wide range of industries.
. Conduct field interview with clients to collect information for credit
analysis.
. Research the trend of the firm's financial performance in the future and
forecast its ability to pay back its debt in full and on time.
Education Background
Shanghai University of Finance & Economics 2005
Master in Finance
Major coursework: Theory of Securities Investment, Options & Futures,
American Fixed Income Market and Derivative Instruments, Financial
Engineering, Theory of Interest Rate, SAS, Econometrics, etc.
. With distinction 10% of students in Business School
. Publication: Bin Shao, Rong Xu, FangFei Chen, "Forward Rates and
Construction of Theoretical Treasury Yield Curves", Investment Review, 2
(2004) 39-51
Dong Hua University 1999
Bachelor in E. Engineering
Major coursework: Calculus, Linear Algebra, Physics, Geometry and Several-
variable Calculus, Algorithms Design & Implementation, Pascal, Visual
Basic, etc.
. With distinction 5% of students in the class
. Academic Scholarship (every academic year), "Excellent Graduate"
Scholarship
Others
. Computer: Microsoft Office, C, Visual Basic, Pascal, Bloomberg, Matlab,
Eviews, SAS
. Language: English, Mandarin Chinese
REFERENCES: Available upon request.
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