陈术子 (MF2012)
睿远基金,高级研究员
Senior Researcher, Foresight Fund
自我定义“内向”的陈术子,是一个非常热爱哲学和心理学的“工科生”。他本科主修电气工程与自动化,在上海高级金融学院读完金融硕士后,从事电力设备与新能源版块的分析师工作。短短五年,他先后取得一系列不错的成绩,尤其是曾两次随团队获得“电力设备与新能源”新财富奖。
(Swipe to bottom for English version)
金融成为人生的拐点
本科毕业时陈术子在就业或升学的抉择点,选择了高金继续读研究生。陈术子笑言:“我对工科挺有感情的,没有‘累觉不爱’。主要是我父亲就是从事金融工作的,受他的影响,我也希望能在金融领域实现更多的尝试。”
2012年,陈术子考入“挺难考”的高金,尽管高金刚开始招生MF(金融硕士)项目第四年,但在课程安排、师资储备以及整体的思路方面,已经具备了国际化的战略构架。陈术子回忆:“高金应该是第一批明确区分开以技能为导向,和以学术为导向的专业硕士课程,这一理念在当年是非常先进的。”
而回忆起对学院的印象以及当年的求学经历,陈术子总结了7个字:“国际化、务实、刻苦”。“有一门课我们每周要读2-4篇学术论文。更令我印象深刻的是,王坦老师的金融数学课还会通过投影仪,细致入微地对一些重要的定理进行演算。那时经常都要学习到半夜,不光是我,身边每位同学都是这样。”
在陈术子看来,除了课堂知识,学院组织的很多活动也对开拓思维、培养软技能起到了很好的助推作用。一节在外滩进行的商务礼仪课上,他曾初次接触到游艇和私人飞机公司的销售人员,了解到游艇也分不同定位、需要针对不同客户定制不同的产品,这一跨领域的商务课程开拓了陈术子的眼界和思路。
用平和的心态应对职场“冷压力”
高金毕业后,陈术子到光大证券做分析师。谈及第一次步入职场的感悟,陈术子不无感慨:“平台挺好,但是自己可能当时的运气不太好。”
与我们印象中的高冷范儿不同,金融行业其实一直都有着“老带新”的传统。刚刚加入团队的新人在前辈的悉心指点下,不仅可以很好地从理论过渡到实践,同时也能够更加顺畅地融入团队。
陈术子的情况却比较特殊。他刚刚办好入职不久,团队负责人便突然离职,整个团队也一直处于无人管理的状态。同事们肩上的担子都很重,自然也就分不出精力去关照新人了。
“那段时间情绪真的挺低落的,还经常失眠。主要是感觉没人管,一点方向感都没有,特别难受。”但好在,陈术子很快就把心态调整过来,他开始频繁参加高金或交大物理学院组织的一些学术活动,通过多方交流拓宽了交际圈,他在行业内最早结识的一批人脉,就是从在那个时候积累下来的。
尽管遭遇了“冷压力”,但陈术子在一年多的时间里,独立研究并撰写出 6 篇行业深度报告、4 篇公司深度及动态研究 、64篇简报,并搭建了10个数据库,这份成绩对于新手分析师来说相当不错的。陈术子坦言,自己之所以能够很好地自我帮助,自我成长,主要还是得益于学院给予的“底气”。
热爱是职场真正的“永动机”
2015年陈术子来到招商证券研发中心,担任电力设备与新能源的高级研究员。随着市场的回暖,他的研究帮助各大基金在光伏领域取得了不错的投资回报。
“这在一定程度上还要得益于我四年工科知识的积累。我对新能源领域一直很感兴趣,在2016年年底之前,我应该算得上是市场上比较少能把光伏问题讲清楚的分析师,所以得到客户的信赖也是很正常的。”
陈术子认为,分析师其实是一项非常辛苦又枯燥的工作。“在这个行业,开始工作的时候还可以因为对物质的向往而坚持;而之后,当物质带来的激情褪去,能够再留在这个行业里,就完全是出于热爱了。”
陈术子建议学弟学妹们一定要多和自己对话、聆听自己内心的声音,是否真的因为喜欢而选择金融行业、或准备选择以分析师作为职业。“这一点,对你在这一领域能够站到什么位置至关重要。”
毕业5年后,陈术子选择从卖方分析师转变为买方分析师 ,他坦言:
“主要是觉得买方分析师更适合自己的思维体系吧。在高金的时候,老师就特别注重培养我们的探索能力,而‘买方’恰好要求对一种东西研究得很透。卖方分析师相对研究少,服务多。”
只要真正热爱,不忘初心,每个人的“能够”后面都会有无数个可能,也终将令自己的职场之路更加精彩。
(Swipe up to read Englih version)
Alumni Story| Shuzi Chen: March forward in his dream territory
Describing himself as "introverted", Shuzi Chen is an "engineering graduate" who loves philosophy and psychology as well. Majored in electrical engineering and automation, he has worked as an analyst in the power equipment and new energy sectors after graduating from SAIF MF Program. In just five years, he has already made a number of remarkable achievements. In particular, he and his team have won the New Fortune Award for “Power Equipment and New Energy” twice.
Finance as the inflection point of life
When graduating with a BE degree, Shuzi decided to continue his postgraduate study at Shanghai Advanced Institute of Finance (SAIF) facing the choice between employment and further studies. He smiled, "I have a lot of affection for engineering, not too tired to love. As my father is engaged in finance, I am also influenced by him and was eager to try my hand in the financial sector."
In 2012, Shuzi received an offer from SAIF, which is known for tough admission process. Although it was only the 4th year of SAIF MF Program, it demonstrated its international strategy in terms of curriculum design, faculty and overall framework. Shuzi recalled, "Probably SAIF is one of the first business schools that clearly distinguish a skill-oriented master program from an academic-oriented one. This concept was extremely cutting-edge at that time."
As to his impression of SAIF and his campus years, Shuzi summed it up in several words, "Internationalization, pragmatism and hard work." “In one course, we were required to read 2-4 papers a week. Moreover, in the course of ‘Financial Mathematics’, Prof. Tan Wang used the projector to calculate the important theorems in detail. We often studied till midnight, not only me, but also every one of us.”
In his opinion, in addition to classroom lectures, many activities organized by the School also played an essential role in expanding thinking and developing soft skills. In a business etiquette workshop held on the Bund, for the first time, he was exposed to the sales force of yachts and private jets. He learned what make of yacht was suitable for what kind of individuals and this cross-disciplinary marketing idea opened up his vision.
Dealing with "cold stress" in the workplace with peace of mind
After graduating from SAIF, Shuzi joined Everbright Securities as an analyst. When talking about the early days of his career, he wasn’t without regret, "The platform was excellent. It may be that I wasn’t lucky enough at that time."
Unlike the cool and reserved image in our mind, the financial sector has a tradition of “mentoring”. Under the guidance of mentors, newcomers who have just joined the team can not only make a smooth transition from theories to practices, but also integrate more easily into the team.
But Shuzi’s case was different. Shortly after he was hired, the team leader suddenly left the company and the entire team remained unmanaged. Every team member had his/her own workload and burden, who had no spare energy to care for the newcomers.
"I was really depressed during that time and often suffered from insomnia. I felt unattended and lost. It is especially uncomfortable." But fortunately, Shuzi quickly changed his mindset. He began to regularly take part in some academic activities organized by SAIF or School of Physics Shanghai Jiao Tong University, communicating with other participants and following them at WeChat. Therefore, he developed his early network of contacts in the industry during the period.
Despite the “cold stress”, Shunzi independently researched and finalized 6 in-depth industry reports, 4 in-depth corporate reports and updates, 64 briefings and 10 databases within over one year, which is remarkable for a novice analyst. He admitted frankly that the reason why he was able to help himself and grow up quickly is mainly due to the courage and confidence derived from SAIF.
Passion is the true “eternal driver” at work
In 2015, Shuzi joined the China Merchants Securities R&D Center as a senior researcher in power equipment and new energy. As the market picked up, his finding helped the major funds to achieve outstanding return on investment in the photovoltaic field.
"To some extent, I benefited from the accumulation of my four years of engineering study. I have always been interested in the new energy sector, and before the end of 2016, I was one of the few analysts who could explain photovoltaics in a clear manner. So naturally, I won the trust of clients.
For him, being an analyst is actually exhausting and boring. “In this profession, when you start working, you can stick to it because of the yearning for lucrative compensation package. When the impulse derived from money fades, you will only stay in the business purely out of passion.”
He suggested younger graduates talking to themselves and listening to their inner voice. Do you really choose finance industry because you like it, or choose to be an analyst as your career? “It is critical to where you will arrive at in this domain,” said he.
Five years after graduation, Shuzi chose to change from a sell-side analyst to a buy-side analyst. He shared frankly, “Being a buy-side analyst better corresponds to my way of thinking. Back to SAIF, the professors paid special attention to developing our ability to explore. To be a buy-side analyst, it is important to study something thoroughly. On contrary, a sell-side analyst may spend more time in services than research.
As long as you really love and stick to it, every "can" will be followed by countless possibilities and will eventually make your career journey more exciting.
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