Xiaoning Zhang

Investment Advisor @中信建投证券

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2025 — Present

Investment Advisor @中信建投证券

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Beijing, CN

Assist in constructing 10+ optimal investment portfolios tailored to client profiles, focusing on product suitability and market conditions Gain hands-on experience with 15+ financial products, including ETF primary/secondary market trading and portfolio allocation services involving public mutual funds and privately placed investment products Research and analyze 5+ high-yield strategies in the current market, such as quantitative enhanced index products Analyze and review monthly reports from 15+ private fund managers to identify high-performing fund products and investment strategies for client recommendations

ABOUT XIAONING ZHANG

As a dedicated finance major with a passion for investment analysis and economic…

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