Experience

Penghua Fund Management Co., Ltd.

• China
• Financial Services
• 1 - 100 Employee

• Portfolio Manager

  • Jun 2018 - Present



Everbright Securities

• China
• Investment Banking
• 200 - 300 Employee

• Senior Equity Research Analyst

  • Jun 2015 - Jun 2018

  Team leader of overseas consumer research team. Cover Chinese consumer companies listed in overseas. Team leader of overseas consumer research team. Cover Chinese consumer companies listed in overseas.



SWS Research Shanghai

• China
• Financial Services
• 1 - 100 Employee

• Equity Research Analyst

  • Feb 2014 - Jun 2015

  Work in overseas research department, consumer goods team. Cover Chinese consumer companies listed in overseas. Focus on Chinese online travel, lodging and gaming sectors. Work in overseas research department, consumer goods team. Cover Chinese consumer companies listed in overseas. Focus on Chinese online travel, lodging and gaming sectors.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Associate

  • Jan 2012 - Feb 2014

  • Support Asia Transport sector head to cover Air China, China Eastearn, China Southern, CSCL, CSD, COSCO, Pacifc Basin, OOIL, Ctrip, Daqin Railway, Guangshen Railway, CSR, CNR and Zhuzhou CSR. • Helped team rank No.1 and No.2 in II All-Asia research term vote in 2013 and 2012 respectively. • Financial modeling - Performing revenue forecast, financial analysis; building and maintanence valuation models, set price tatget and do valuation. • Client service - answer client request about data, sector knowledge and company updates. • Communicate with companies and buy side clients. Show less



CCG Investor Relations

• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • Jan 2011 - May 2011

  • Conducted industry and company research; drafted sell-side marketing materials for investors (equity research report, corporate profile, PowerPoint Presentations and earnings release); drafted 13 F analysis reports for clients. • Worked as a liaison between Chinese clients and US account managers; set up road shows, conference calls and other meetings in order to deliver accurate, consistent and timely information flow of our clients to Wall Street investors and analysts. • Conducted industry and company research; drafted sell-side marketing materials for investors (equity research report, corporate profile, PowerPoint Presentations and earnings release); drafted 13 F analysis reports for clients. • Worked as a liaison between Chinese clients and US account managers; set up road shows, conference calls and other meetings in order to deliver accurate, consistent and timely information flow of our clients to Wall Street investors and analysts.



Mongoose Income Fund

• Investment Management

• Financial Analyst Intern

  • Sep 2010 - Jan 2011

  • Purchasing: Search for potential auto loan contracts, negotiate with seller and purchase portfolios that fulfill our requirements. • Valuation: Analyze auto loan contracts portfolios, do valuation • Underwriting: Review all information provided by seller, verify these information via various ways, analyze the creditworthiness of the borrowers, render a decision on this purchase and use receivable system (Finance Express) to arrange all these information. • Expand Asset under Management (AUM) by 20% in first month. Show less



Agricultural Bank of China

• Banking
• 700 & Above Employee

• Product Manager, Marketing department

  • Aug 2006 - May 2009

  One of China's four largest banks, ranked 155th in the Fortune Global 500 Companies of 2009. Led a four-person team in contacting corporate clients to partner in co-branded card projects; designed and negotiated entire business plan; introduced new co-branded card products into market. -Established the formal business process (flowchart) for co-branded card projects for ABC. -Launched the first charity theme co-branded card with Chinese Red Cross Foundation. -Completed ABC's second and third co-branded card projects with two clients, Vienna Hotel Group and Happy Traveler Car Club. -Negotiated with Suning Appliance, the largest appliance chain retailer in China and the Hilton Hotel Group, about co-branded card project, and made initial agreement about cooperation. Channel Sales Supervisor May 2007 – April 2008 (1 year) -Assigned the annual card issuing task to 34 branches throughout China. -Assisted and supervised branches in task. -Collected information on card-issuing and marketing activities from all branches. -Prepared Credit Card Sales Newsletter of All Branches on a monthly basis to provide reference information for branches. -Coordinated a marketing training seminar in Wuhan, China for card business managers of all branches. -Organized a MasterCard card-issuing competition lasting three months among all branches; this successfully accomplished the 40% whole year target of card-issuing within just three months. -Significantly increased the credit-card-issuing number by 2,000,000, up from 1,000,000, during 8 months, a 20% increase over the 2007 target. Management Trainee August 2006 – April 2007 (9 months) -Assisted marketing manager to carry out new product and promotional activities. -Arranged and organized the first credit card promotion activity of ABC held in 2007. -Planned and released the "U Card" credit cards for university students. As of September 2008, 500,000 cards have been issued. Show less