Experience

Credit Suisse Founder Securities Ltd

• China
• Investment Banking
• 1 - 100 Employee

• Analyst

  • Jan 2017 - Present

  • 参与IPO、债券融资等投行业务的尽职调查、方案设计、工作底稿及申报材料编制、项目报批等全过程运作 • 协调与项目有关的各种关系，包括与企业、中介机构、项目组之间的关系 • 配合做好项目的持续督导工作 • 协助进行客户关系维护 • 参与IPO、债券融资等投行业务的尽职调查、方案设计、工作底稿及申报材料编制、项目报批等全过程运作 • 协调与项目有关的各种关系，包括与企业、中介机构、项目组之间的关系 • 配合做好项目的持续督导工作 • 协助进行客户关系维护



River City Bank

• United States
• Banking
• 100 - 200 Employee

• Banking Academy Candidate

  • Jan 2015 - Mar 2015

  • Performed various analysis on financial statements, industry and client’s management team to present simulated Commercial & Investment loan analysis to the loan committee • Enhance existing knowledge of commercial banking product and structure • Performed various analysis on financial statements, industry and client’s management team to present simulated Commercial & Investment loan analysis to the loan committee • Enhance existing knowledge of commercial banking product and structure



Black Legend Capital

• Greater los angeles area

• Investment Banking Summer Analyst

  • Jun 2014 - Aug 2014

  • Built financial models using EBITDA and Comps valuation, DCF and sensitivity analysis • Prepared pitch books, investment summaries and presentations for the CFO • Conducted company research and financial analysis in oil & gas market and consumer products • Built financial models using EBITDA and Comps valuation, DCF and sensitivity analysis • Prepared pitch books, investment summaries and presentations for the CFO • Conducted company research and financial analysis in oil & gas market and consumer products



Purang Financial Services

• Shanghai City, China

• Department Manager

  • Jan 2013 - Sep 2013

  • Led collaborative effort in building Bond and Interbank Lending team focused on the small to medium size dealer community • Managed sales effort and built sales volume in first three months to $3 billion. • Experience trading and selling Corporate Bonds, RMB Repurchasing and Banker’s Acceptance • Managed levered fund. Increased fund’s returns while maintaining risk within compliance levels • Led collaborative effort in building Bond and Interbank Lending team focused on the small to medium size dealer community • Managed sales effort and built sales volume in first three months to $3 billion. • Experience trading and selling Corporate Bonds, RMB Repurchasing and Banker’s Acceptance • Managed levered fund. Increased fund’s returns while maintaining risk within compliance levels



ICAP

• United Kingdom
• Financial Services
• 700 & Above Employee

• Broker

  • 2010 - 2013

  • Brokered various Fixed Income products and Interbank Lending products • Increased sales volume by an annual average of 13% through multitasking skills and team coordination in an intense market. • Strong understanding of economic policy, interest rates and market trends to better assist customers • Knowledge of Derivatives including FX and Interest Rate Swaps • Brokered various Fixed Income products and Interbank Lending products • Increased sales volume by an annual average of 13% through multitasking skills and team coordination in an intense market. • Strong understanding of economic policy, interest rates and market trends to better assist customers • Knowledge of Derivatives including FX and Interest Rate Swaps