金融投資的英文自我評(píng)價(jià)

時(shí)間：2024-02-11 05:51:56 奇銘20由分享

從事金融投資的工作人員，要怎么用英文做自我評(píng)價(jià)呢?下面是小編整理金融投資的英文自我評(píng)價(jià)的范文，歡迎閱讀!

　　金融投資的英文自我評(píng)價(jià)篇一

The company leadership:

Since the beginning of investment at the follow company risk control, the principle of prudent operation, according to the company at the beginning of the manager office meeting and the board of directors resolution requirements, grasp the precious rally the market, pay close attention to national macroeconomic policy, serious market research analysis, the existing stock of gains in excess of 20% of the shares at the beginning of stock holdings, according to the marketing conditions include the underweight in the fixed income investments account hold of all bonds, and the part of the original long-term bond holdings. The detailed summary report is as follows:

The investment business situation:

1, stock investment: since the beginning of investment according to the company at the beginning of the manager office meeting spirit, grasp the grail, precious rallies in existing shares rose more than 20% shares in early varieties were underweight. As of December 30, the balance of ______ 500,000 shares, ____500,000 shares, ____2 million shares, ____200 shares, will continue to reduce the remaining portion of the stock as the market changes.

As the reform of the system for issuing new shares, and listed in the second half of the ipo and the gem ipo stock offering full recovery, initial investment in accordance with the securities and exchange about the ipo inquiry and reforming the way of off-line subscription request, selectively involved in sanjin pharmaceutical, wanma cable, sichuan chengyu, Chinese construction, everbright securities, CITS, China merchants securities, China's heavy industry, gas in shenzhen, China north of ten stocks ipo subscription. Together, they signed the sichuan chengyu x shares, the Chinese construction x shares, the everbright securities x shares, and the Chinese national brigade x shares. Currently, sichuan chengyu, Chinese construction and everbright securities have passed the restriction period. China's national tourism, China merchants securities, China heavy industries, shenzhen gas and CNR are still in the middle of a limited sale and will begin to unwind the sale in January. We will take a serious look at the market situation and choose to sell the lock.

Fund investment: at the beginning of the year, we predicted that the big shock would be the main form of the stock market this year. There are different opinions among the industry groups, but it is agreed that the stock market in 2009 was more volatile, more likely to be riskier than risk, and the stock market opportunity was greater than the bond market. According to the scheme of dasheng manager through the first half of the funds investment, choose good fund that buys a large fund company, configuration 5-6 fund varieties, single no more than x configuration scale of fund of ten thousand yuan, the total scale of no more than x one hundred million yuan. We accumulated subscribes to remit add rich selection of stock funds of ten thousand yuan, x hua an manulife stock funds of ten thousand yuan, x fortis haitong selected funds overseas x ten thousand yuan, long ChengTongQing stock funds of ten thousand yuan, x aia huatai industry selected funds of ten thousand yuan, x x of strategy stock fund ten thousand yuan. One parent selected funds and long ChengTongQing stock funds have reached the presupposition of check point, and the applications of our redemption and part of its redemptive, total investment income x ten thousand yuan. We currently hold safe manulife stock funds of ten thousand yuan, x fortis haitong selected funds overseas x ten thousand yuan, long ChengTongQing stock funds of ten thousand yuan, x aia huatai industry selected funds of ten thousand yuan, x x of strategy stock fund ten thousand yuan, the total size of a total of ten thousand yuan, x single size and the maximum total does not exceed both early dasheng manager approved funds investment scheme.

3, fixed income investments: since late march, under the background of developments of sharply than expected, the bond market has changed the original bull market development pattern, and collapse, although in mid-february to mid-march briefly rebound to repair, but in late march up further declines. Since the beginning of the year, major bond indexes have seen negative returns, and bond investment has faced huge market risks and pressures. We determine the ipo and pass the bill expected a larger impact on the bond market, and the combination of high security requirement, in order to circumvent the short-term volatility of bond, we according to the change of market, bond market rebounded slightly in the first half of the year when the batch sell holdings of Treasury bonds and financial bonds, as of June 30, combination has short positions. Since the fixed income investment business in November 20__, the fixed income portfolio has accumulated positive returns, but the cumulative gains since January 20__ have been negative. In the first half of the year, fixed income investment and the original holdings of long-term Treasury bonds totaled rmb10, 000.

Second, the next stage of work plan

20 __ years since the beginning of the year, under the background of the state shall adopt relatively loose monetary policy, along with a series of policy of stimulating domestic demand and nine industrial revitalization planning, national economy significantly declined trend has been curbed, the latest statistics show that the macro economy has begun to recovery is strong. In expectations turn good fundamentals, the stock market since the start of a wave of intermediate rebound, rebound at the beginning of the Shanghai composite index has fallen from 1849 points to 3300 points or more, the vast majority of stock is a rise of about 70% to 80% in the previous low, some stocks even reached more than 100%. As the economic fundamentals continue to improve and the country's policies are gradually implemented, market confidence is recovering and foreign funds continue to flow into the stock market. Although the recent Shanghai index fall in the near 2800 consolidation but is generally believed that this round of adjustment for excessive rises after normal callback, the callback amplitude and time are not more than expected. The country is expected to continue to carry out relatively loose monetary policy until the end of the year, when policy tweaks will be made in light of the economic recovery. In the context of this macro policy, the stock market rally should last until the end of the year, and individual stocks still have some room to rise. As stocks rising up, since the beginning of the bond market has been under shock downward, with inflation expectations rise next year, the overall direction in the second half of the bond market is still in the down sideways.

Stock investment: in the first half of the year, the investment department held a valuable rebound in the market based on the spirit of the meeting and the requirements of the board of directors at the beginning of the year. Some of the larger gains in existing stocks have been reduced. There is not much stock left in the stock, and the position is lighter. As the market continues to evolve, it will continue to reduce the remaining portion of the stock. At the same time, with the comprehensive recovery of offering business, we will give full play to the advantage of the company as the ipo inquiry object position, choose the quality is good, price reasonable good company, actively participate in the ipo of offline and online subscriptions, overall control within a short-term investment proportion in the investment scale of cases to strive for a better return on investment.

2, bond investment: the bond market gradually to good macroeconomic data in the first half of experience shock and impact on the financing side ipo restart, interest rate and credit products have experienced a substantial adjustment, expects this to adjust the trend is expected to continue to years even next year. In general, will still be larger than the opportunities in the second half of the bond market risk, for the next step of market operation, we believe that the bond market will continue to be affected by ipo and inflation expectations, remain cautious on fixed income investments strategy choice, keep cash position. Currently hold bonds varieties, we think that after a careful analysis, given the current level of interest rates are still historically low, with the continuous strengthening of inflation expectations, is expected next year national monetary policy will gradually enter the cycle, for all kinds of bonds varieties formation pressure. X x national debt duration is more than x years, belong to long-term bonds, in interest-rate increases the price impact is bigger, suggest a preliminary inquiry into the bond markets in the bank, if there is a ideal opponent offer will consider selling risk aversion, given near the end of the interbank market activity decreases, if there is no suitable offer, may choose to continue to hold for the coupon income; X x national debt duration is shorter, less than half a year, is about to expire in February, the coupon rate 2.66% bank deposit rate is significantly higher than the same period, to recommend hold expires to honour.

　　金融投資的英文自我評(píng)價(jià)篇二

20__ hengqin financial investment co., LTD. (hengqin gold investment) is formally established in the district party committee and the district council. Over the past year, hengqin tightly around the district party committee, district management committee of the company's development orientation, perfecting the corporate governance system, promote the building of talents team, strict construction of risk prevention and control mechanism, scientific business layout, all the work to achieve a good start.

First, 20__ working condition

(1) to promote the standardization of corporate governance and to improve the operating system

First, the corporate governance structure is improved. Strictly follow the modern enterprise management pattern. To set up a board of directors to make major decisions. To establish the decision-making system of the management team, and be responsible for the important work decisions of the company. Formulated the "board of directors deliberation and decision system", "the company management team decision-making system, to ensure that the company's business decision-making scientific, democratization and standardization. We established the supervisory board, the party branch and other institutions, and focused on building sound decision-making and monitoring mechanisms.

Second, we have improved the day-to-day management system. In the administrative aspects of the comprehensive administration, the measures for administration of official documents and the management of office assets are formulated. In terms of personnel management, the "remuneration management system", "employee attendance management system" etc. In financial management, the "cash management system", "accounting management system" etc. We improved the business management system. As each system is gradually established, the operation management of the company is scientific and standardized.

Third, we promoted standardization of administrative office. To complete the registration, registration and seal of the company and subsidiary subsidiaries. Complete arranged temporary office space, office supplies, carried out a series of large items, major projects, intermediary services of the bidding procurement work, guarantee the normal operation of company. The new office building was renovated and the work was put into use later. We will improve the administrative process and ensure the orderly process of the work.

(2) to promote intellectual and intellectual work and to build a team of high-quality talents

One is to set high standards of leadership. 4 3 companies existing members of the board of directors, management team, leading members or have rich experience in financial management and research professionals, or overseas study and working experience of high-end talent.

Second, we will set up a high standard talent team. Hengqin is at the heart of building a dedicated, combat-able workforce to protect the long-term health of the company. According to virtue and talent, we should introduce a group of high quality and mature professionals to attract talents at home and abroad. Company existing staff, most of the sea within the well-known colleges and universities graduation, 100% have bachelor degree or above, bachelor's degree, which Dr. Accounted for 5%, accounted for 44%, of postgraduate study abroad personnel accounted for 27%, financial risk management professionals accounted for 11%.

Third, we will create a favorable environment for recruiting, keeping people and employing people. While advancing the standardization, the company focuses on strengthening the humanization of the employees. Respect employees' initiative, encourage employees within the scope of responsibilities to explore, creative work, to carry out the "golden idea" collection and advice, encourage the staff to the company's construction and development put forward constructive opinions and Suggestions. Encourage staff to learn training, encourage the employee to research and improve the professional quality.

(3) to advance risk prevention and control work and build a "firewall" of state-owned capital security

First, the establishment of scientific decision-making mechanism. In making important decisions, important personnel, arrange for major projects and large amount of capital operation, adhere to the collective decision-making system, prevent arbitrary decision-making by an individual, scientific security decisions.

Second, we will set up a "firewall" of multiple financial security. In the case of major investment decisions, the five levels of risk management organizations shall be implemented to ensure that the risks of investment are in control.

Third, we will choose the business partners carefully. Focus and with strength and standardized operation of the domestic large-scale state-owned and joint-stock Banks, brokerages and state-owned financial investment company cooperation, strive for as soon as possible to open the business situation, guard against operational risks, make employees quickly improve business ability.

Fourth, we will improve the risk control program. The company has set up the legal risk control department within the company, introduced the senior professional to carry out the risk control work and has 2 registered financial risk management teacher. To formulate the system of risk control management, in due diligence, investment decision-making, investment project, the contract approval and management, financial risk control, and other important link has a whole set of perfect risk control process.

(4) the development and construction of the service hengqin, and the implementation of the industrial development in a good start

Hengqin invested in the development of the service hengqin, and promoted the development of industry as a top priority for the company.

First, we will set up a fund for the development of the hengqin development fund, which will support the construction of major infrastructure projects and major industrial projects in hengqin.

Secondly, the preparation for establishment way development fund for enterprises in cooperation way industrial park Macao enterprises to provide financing services, at the early stage of the project construction support Macao enterprises in land consolidation, the construction of infrastructure, etc.

Three is the preparation for establishment of the macau youth venture investment funds, to support the Macao youth entrepreneurship in hengqin new district, the key to have the original innovation, integrated innovation, or attributes, digestion, absorption and innovation and in the seed, middle initial, innovative enterprises.

Fourth, the hengqin financial salon. We will invite financial institutions, emerging financial enterprises, and enterprises with financing needs to participate in the salon, and build a convenient and efficient docking platform for all financing parties.

Carrying out the layout of the business, the key projects are progressing smoothly

First, we promoted financing leasing programs. The architecture and team building have been completed, and the senior management and business backbone are in place. Next, the lease will be based on the planning and development of the business, and strive to open the new situation quickly.

Second, we promoted projects to guide funds, equity investments and infrastructure financing. More than 30 projects were surveyed throughout the year, and a number of more mature projects were established.

Third, we promoted the construction of a number of financial services platforms. To establish hengqin international intellectual property trading center with zhuhai jinkong. We will carry out the research and research of the new three-board hengqin roadshow center.

Second, 20__ working plan

20 __ years, hengqin gold investment will seize hengqin successful declare free trade opportunities, with better living hengqin financial innovation policy, the management committee of hengqin new district party committee and under the correct leadership of hengqin development and construction as the main line, by service capital value as the core, to establish and perfect modern enterprise management system to safeguard measures, industries, vigorously to cooperation and in the financial innovation, strengthen the talent team construction, strengthen the risk control mechanism, strive to achieve greater breakthrough in the business.

First, we will work hard to cultivate the industry. We will play a role in the development and development of the service hengqin development, which will help the industry in the area to develop through investment and financing.

Strengthening cooperation with Australia. Establish high political sense of mission, and the matching of macau, macau, support of Macao, priority of macau as a basic to follow the company to do business, to support the enterprise investment and financing way in hengqin bigger and stronger, to make due contributions to promote the economic moderate diversity.

Focus on financial innovation. Endowed with good living state hengqin policies of financial innovation, to develop the financing lease, commercial factoring, emerging financial forms such as equity investment, strengthen cooperation with Hong Kong and Macao financial institutions, to conduct cross-border financial business, through its own development, driving the development of various financial businesses in hengqin agglomeration, provide good financial environment for hengqin development and construction.

We will make great efforts to become major companies. Adhere to the service hengqin development and construction as a lofty mission and the foundation for the development of the company, on the premise of to ensure the safety of state-owned capital control, not ShouTanZi, glide, sound management, trying to do something on business increment, further business plate, hengqin to better service the strategy of developing countries.

　　金融投資的英文自我評(píng)價(jià)篇三

After less than three months in the sun, the internship finally comes to an end. It is a social experience and a working experience. Practice is a practical test of our theoretical knowledge, a practice of theory and practice. It is the first step in our society to reach a solid foundation for our society.

One, the intern unit introduces

Beijing red sen investment co., LTD., established in 19 __ years, is a concentration of financial investment, real estate development, property management, diversified foreign trade marketing as one of the new investment company.

Company in the field of commercial real estate development and property management investment has for 15 years rich experience in the operation, 20 __ years ~ 20 __ years, the company successfully completed stability kiosk renovated, international toy city, superior beauty garden area such as real estate development and property management projects, realize the investment of 600 million yuan, profits of 100 million yuan.

At the same time, the company in the field of financial investment and merger and acquisition of showed advanced business, finance, management idea and practice experience, and achieved good performance. 20 __ years successful merger and acquisition of Beijing sixth knitting co., LTD., and acquired in 20 __ years into the camp is located in fengtai district east rail for 109 yuan, nearly 18500 square meters of new property. In a joint venture subsidiary ~ hua mu LAN (Beijing) investment management co., the specialty is engaged in private equity investment fund management, with rich experience, for investors looking for high-growth enterprises, and through the specialization of operation, increase the value of investment projects, to get good returns.

The continuous expansion of assets and the constant innovation of operating philosophy make the company more room for development, and the company's business prospects are brighter. Over the years, under the leadership of the President, the company not only has created considerable business results, and formed the people-oriented, the heart of the enterprise culture, made struggled, never-say-die team spirit, the company today due to the crystallization of effort and struggle, tomorrow belongs to forward-looking ideas and wisdom of innovation!

Company development up to now, has developed by real estate investment, finance and international trade of veteran senior management core, and by all kinds of excellent team of professionals and management personnel, the company's core management personnel all has the real estate development, financial investment and international trade, enterprise management field rich experience in actual operations. More than 80% of the company's managers and engineers have more than one college degree or above, with 15% of postgraduate students and 30% of undergraduate students.

The total assets of the company is 320 million yuan, and now owns three subsidiaries. Company confidence in the sustainability of China's economic growth, the company focused on using our strategic investment experience, professional management skills, and contains the industry resources, for enterprises and investors to achieve higher returns; We will also focus on investment in new energy, high-tech, environmental protection, cultural media and pension protection systems.

We believe, 20 __ will be red, investment co., LTD., a year more red, is facing serious challenges, and full of infinite opportunities, we all my colleagues will be more full of passion, more hard work, hard play one hundred times, wisdom and energy to realize collectivization development of strategic objectives, to win greater victory, enjoy the joy of success and happiness.

Second, the content of the internship

I followed a internship students in Beijing to study investment management company, the specialty is engaged in private equity investment fund management, with rich experience, for investors looking for high-growth enterprises, and through the specialization of operation, increase the value of investment projects, in order to gain good returns to study, internship is mainly involved in the company is running the practice schedule and financial investment of the initial batch operation and some daily simple data processing problems, and as a senior investment advisers and help together to build a new financial architecture model is what I really aware of their shallow my road is very long, because I contact with no real business is relatively simple to model created in I participate in the process of report to check again after finishing the work working paper binding, and a written statement of cash flows of the whole set, is during the internship to help teachers to do compare scattered work but learned a lot indeed many seemingly simple question has problems sometimes also accumulated a lot of experience in the process of this solution..

3, practice experience

Internship is to we learn in school theory knowledge to practice, is his own place, learning is not only a nerd we need to do a thinking ability effectively, because the practice environment different the contact person is different, so this exercise our people skills, with the speeding up of China now development steps every day there are new things emerging we need to keep learning to adapt the new requirements, only in this way can not eliminated by the society is not eliminated by the new form, this is responsible for their own is responsible to the society. In this way, we can truly live in this society.

The internship finally understand some of the so-called noun meaning how to distinguish between what is private equity public offering really means, and so on all have a deep understanding of the found himself or too shallow, as well as the investment also had a more profound understanding, the master took me to let me know what strategy development is how to evaluate the return on investment, market assessment information for the strategy of how to do, and so on in all eyes. Just to that is you don't know what to do, is blind bump is now not criticize me he knew him as foolish, he asked me how to integrate materials classification report makes me gradually out of the woods, take me I realize the importance of teamwork in the process of how important it is for a team spirit and culture before some strange words what financial derivatives, stock index, and so on are clear in my mind is not only let us to the whole accounting process with detailed and specific knowledge, familiar with accounting object, the concrete work also shortened the textbook knowledge of the abstract and the actual work. During the internship, the main use of real accounting vouchers and CaiWuZhang table for a certain period of economic business accounting, tax, bank and enterprise is the important relationship between the further understanding, also more familiar with the uf financial software, at the same time in the actual accounting work in various operations, realized the accounting computerization of accounting work to bring convenience, I finally walked out of nothing.

4, practice advice

Before school, the knowledge of accounting is only one's own profession, the major is accounting. But when I arrived there found is tunnel vision, there are a lot of kinds, such as management accounting, financial accounting, cost accounting, and so on the original market requirements for accounting is also more and more differentiation, I feel guilty, don't know anything about his own original world so wide learning too little know too little, this is my first experience in the company, originally I what all don't understand, this is I have to learn? I asked myself, in secret, that I was too ignorant to speak to the day of my independence from the teacher behind the teacher. Look back so I can only give us some advice in my own experience, learning not only learned the so-called specialized course content just to dabble in more fields, the road to your job search will have unexpected harvest. So in this internship I understand the work not like in school had no problem the first serious study, it will not go to ask the teacher, such already affected their work schedule, finally also affected the team's work schedule, so this is my internship experience the deepest point. Also is in the work to have good team spirit, because in a team, you are no longer a single, you must not only be good to complete their work, but also consideration for our work progress, don't cry because it is your own reason and delayed the progress of the team work. Because accounting as a subject of strong applicability, an important economic management work, is strengthening economic management, an important means to improve the economic benefit. The most important thing is teamwork. Learn some accounting daily business processes, bank and tax related work. Main have come into contact with the material accounting, cost accounting, sales, accounting, general ledger accounting, tax accounting and cashier etc. It is also a reflection of integrated disciplines.

5, practice summary

Through the field of practice, we of accounting and its related industries have a more comprehensive perceptual knowledge, further understanding to accept the classroom of knowledge, the theory has been applied in the actual production. In recent years, the country's financial industry is just beginning with the swift and violent development, the financial industry of professional talent demand is becoming more and more big, the for is engaged in the work of finance and economics, is not only an opportunity, is also a challenge. As will be out of the school's students, should be more in the limited time, to master the professional knowledge, strengthen practice and design capabilities, so more conducive to the development of the future, make oneself in this field have also been as through this internship I really feel after entering society, we are going to learn a lot of things, there is some gap, the lack of specialized knowledge and beginning ability is insufficient, etc., and I know that this is not a day two can learn, but I believe I can do it. This internship is also a great help to my graduation design, and I want to be able to experience a lot of things in the future. Finally, I should thank the teacher for this opportunity, and I have really learned a lot about professional and social knowledge

It is often said that the university is an ivory tower. Indeed, there is a huge difference between school and work, study and work, students and staff. In the process of transformation, people's opinions, behaviors and psychology should be adjusted appropriately. So don't complain about your company's reluctance to hire new graduates, and sometimes you have to find your own problems. And internships provide an opportunity for people to get into the real world of work. With the experience of the internship, you will be able to integrate more quickly and better into the new environment and complete the transformation of your role.