Experience

招商证券股份有限公司

• China
• Investment Banking
• 100 - 200 Employee

• 投资银行分析师

  • May 2021 - Present



China Resources Capital Management Limited

• Shenzhen, Guangdong, China

• Strategy Department Analyst Intern

  • Jul 2020 - Aug 2021



Guosen Securities

• China
• Investment Banking
• 500 - 600 Employee

• Intern, IBD, Strategic Client Financing

  • Jul 2018 - Sep 2018

  • Conducted field research of two client enterprises; obtained relevant legal documents; analyzed operating conditions, and updated public offering related due diligence reports. Shortened worktime from estimated four weeks to three weeks; improved work efficiency by 25%. • Engaged in preparation work of two clients’ public offering, evaluated companies’ 10-K & 10-Q to identify major risk and key revenue drivers, analyzed historical data and cases of similar enterprises. • Conducted field research of two client enterprises; obtained relevant legal documents; analyzed operating conditions, and updated public offering related due diligence reports. Shortened worktime from estimated four weeks to three weeks; improved work efficiency by 25%. • Engaged in preparation work of two clients’ public offering, evaluated companies’ 10-K & 10-Q to identify major risk and key revenue drivers, analyzed historical data and cases of similar enterprises.



KPMG China

• Hong Kong
• Financial Services
• 700 & Above Employee

• Intern, Tax Department

  • Jul 2017 - Aug 2017

  • Served on tax planning team of seven to finish tax planning; determined two clients’ business lines and applicable tax rate and tax credit policy. • Inspected accounting statements and accounting documents for two clients; helped prepare required documents for tax auditing. • Served on tax planning team of seven to finish tax planning; determined two clients’ business lines and applicable tax rate and tax credit policy. • Inspected accounting statements and accounting documents for two clients; helped prepare required documents for tax auditing.



Guosen Securities CO., Ltd.

• Shenzhen, Guangdong, China

• Investment Adviser Assistant

  • Feb 2017 - Feb 2017

  • Researched into analysis and prediction of market conditions released by headquarters; participated in group discussion, presented personal viewpoints to the board. • Studied industry research reports from past three years and composed reports; Conducted industry research in the China Public-Private Partnership sector. • Researched into analysis and prediction of market conditions released by headquarters; participated in group discussion, presented personal viewpoints to the board. • Studied industry research reports from past three years and composed reports; Conducted industry research in the China Public-Private Partnership sector.