YACHEN LUO ALEXA
Hong Kong
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Relationship Manager
CMB Wing Lung Bank Limited
Hong Kong
05.2023 - Current
- Independently managed the full spectrum of the credit process, including term sheet drafting, price setting, evaluating credit scores, preparing the credit application report for credit approval, loan documentation, credit review, and account opening.
- Liaised with various internal and external stakeholders to pitch and close cross-sells in multiple aspects, including Transaction Banking, Structured Finance, and Global FX Markets products.
- Promoted and provided corporate banking products and services, including trade finance and general financing, tailored to meet the specific needs of clients.
- Collected and prepared documentation for account opening, KYC, and risk profiling, and worked closely with AML on monitoring clients' transactions, settlements, and trade processes.
Graduate Consultant
World Bank Group, International Finance Corporation
Washington D.C
09.2021 - 06.2022
- Collected and reviewed data on the economic cost of mental health disorders in emerging markets to build a business case for employer-supported, gender-sensitive mental health care in Indonesia.
- Gathered, visualized, and consolidated statistical data from the WHO Mental Health Atlas and the World Bank’s World Development Indicators to enhance stakeholders’ understanding of key challenges and opportunities in addressing workplace mental health in emerging economies.
- Provided technical support to deliver a 60-page research report through the collection, analysis, and visualization of data and information from a variety of sources by utilizing Excel, Stata, Tableau, and NVivo.
- Coordinated activities with internal and external stakeholders across various countries to obtain input on the team’s deliverables, research methodologies, and recommendations.
- Interacted with experts and research officers in various IFC teams, and addressed inquiries and concerns.
- Recorded detailed minutes of board meetings, documenting the chronology of board actions, elections, and reports.
- Provided administrative support to board members and committees to achieve goals.
Wealth Management Analyst Intern
Zhongrong International Trust Co Ltd
Shenzhen
07.2021 - 09.2021
- Synthesized and monitored multiple data sources and reports, such as the World Economic Outlook and the Fiscal Monitor, to assist in developing internal reports on investment opportunities.
- Updated the internal Excel database on the best-performing Exchange-Traded Funds in China, and identified new relevant indicators to track the ETF market development, and improve coverage and accuracy.
- Gathered, reviewed, and visualized economic and market data using Excel and Tableau to assist the company in analyzing investment proposals in China’s 5G telecommunications and real estate sectors; communicated economic data and analyses with supervisors and colleagues across the company.
Instructional Design Associate
Bridge International Academy
Boston
09.2018 - 06.2019
- Detected and resolved data quality issues and discrepancies for integrity and quality control by reviewing reports and creating validation rules in Excel.
- Provided support in the development and maintenance of an internal measurement and evaluation analysis database to evaluate the firm’s pupils' test performance in Kenya using Excel.
- Inputted qualitative field information into Excel and the company’s database to provide supervisors with quick access to essential data points.
Assistant Project Manager Intern
World Health Organization - UNAIDS
Geneva, Switzerland; New York City, USA
10.2017 - 03.2018
- Organized and coordinated an auction with 10 female UN ambassadors, the WHO, the Economist, and the Richemont Group, and successfully raised 80,000 CHF for a Geneva-based female fellowship program.
- Conducted research on HIV and schistosomiasis, compiled and typed statistical reports, synthesized information, and provided excellent communication to disseminate information between departments.
- Reviewed speeches for the Vice President of Zambia, the Minister for Women of South Africa, and other high-level executives to ensure effective use of language at the 2018 UN CEDAW Convention.
Education
Master of Arts - International Economics; International Development
Johns Hopkins UniversitySchool of Advanced International Studies (SAIS)
Bologna, Italy; Washington DC, USA05.2022
Relevant Coursework: Macroeconomics; Econometrics; International Monetary Theory; International Trade Theory; Corporate Finance; Economic Development; Statistical Methods for Business & Economics -
Bachelor of Arts - International Relations
Boston University
05.2018
Skills
- Credit analysis and assessment
- Risk assessment
- Customer relationship management
- Excel (advanced)
- Stata, R, NVivo, Project Management
- Project Management,
- Python (intermediate)
Languages
- Mandarin (Native), English (Bilingual Native), Cantonese (Limited Proficiency), Spanish (Intermediate), French (Beginner)
Certification
- CFA Certificate in ESG Investing
- Duke University - Specialization - Data Analysis with R
- Yale University School of Public Health - Health Behavior Change: From Evidence to Action
- University of Michigan - Introduction to Programming Using Python
References
References available upon request.
Timeline
Assistant Relationship Manager
CMB Wing Lung Bank Limited
05.2023 - Current
Graduate Consultant
World Bank Group, International Finance Corporation
09.2021 - 06.2022
Wealth Management Analyst Intern
Zhongrong International Trust Co Ltd
07.2021 - 09.2021
Instructional Design Associate
Bridge International Academy
09.2018 - 06.2019
Assistant Project Manager Intern
World Health Organization - UNAIDS
10.2017 - 03.2018
Master of Arts - International Economics; International Development
Johns Hopkins UniversitySchool of Advanced International Studies (SAIS)
Relevant Coursework: Macroeconomics; Econometrics; International Monetary Theory; International Trade Theory; Corporate Finance; Economic Development; Statistical Methods for Business & Economics -
Bachelor of Arts - International Relations
Boston University
Similar Profiles
Ting Chun WongTing Chun Wong
Authorizer, Credit Cards at CMB WING LUNG BANK LIMITEDAuthorizer, Credit Cards at CMB WING LUNG BANK LIMITED
Venkata Pratap KotaVenkata Pratap Kota
Manager -Client Service Specialist at CMB, First Abu Dhabi Bank, FABManager -Client Service Specialist at CMB, First Abu Dhabi Bank, FAB
Lisa RamnathLisa Ramnath
Assistant Manager - Finance & Payroll at CMB LimitedAssistant Manager - Finance & Payroll at CMB Limited
Hazel Hei Tung LamHazel Hei Tung Lam
Tutor at PrivateTutor at Private
Marc YanMarc Yan
Sales Manager at AUB LtdSales Manager at AUB Ltd