Jay Fan

Tagline:Risk Management Officer | CFA, CAMLS

About Me

HI this is Jay

MSF
from: 2016, until: 2017
Field of study:Finance, GeneralSchool:The Johns Hopkins University - Carey Business School
Undergraduate
from: 2012, until: 2016
Field of study:Finance, GeneralSchool:Virginia Tech
Description
COINs is the newest student investing team which focuses on agricultural commodities. Thought to be the first student investing team of it’s type, the group gives students hands-on experience making investment decisions. In it’s second year, COINs has posted a 7.2% return on the initial investment made by the foundation. I am responsible for cocoa analysis.

Risk Management Manager
from: 2022, until: present
Organization:Agricultural Bank of ChinaLocation:New York, United States
Officer
from: 2019, until: 2023
Organization:Agricultural Bank of China New York Branch Location:NYC
Front Office Compliance analyst
from: 2018, until: 2019
Organization:Agricultural Bank of China New York Branch Location:NYC
Description:
• Draft front office compliance KYC manual
• Daily screening task
• Customer KYC Profile QC
Junior RM
from: 2017, until: 2018
Organization:Agricultural Bank of ChinaLocation:Greater New York City Area
Inter, bond analyst
from: 2015, until: 2015
Organization:Agricultural Bank of ChinaLocation:Manhattan NY
Description:
• Analyze the Synchrony Financial annual Reports and company news, give suggestions for the bank to buy five million dollars bond
• Summarize the Agriculture bank of China New York branch Mid-term Notes issuing
• Summarize and have feasibility study about the acquisition of Waldorf Astoria hotel by Anbang insurance

Chartered Financial Analyst (CFA)
Issue date: Dec 2023,
Issued by: basno.com .
Certified Anti-Money Laundering Specialist (CAMLS)
Issue date: Aug 2019,
Programming for Everybody (Getting Started with Python)
Issue date: Jul 2024,
Issued by: coursera.org .
Python Data Strucutre
Issue date: Jul 2024,
Issued by: coursera.org .

contents: