China-Britain Business Forum Senior Advisor

• Oct 2019 - Present

M&A Competition Delegate

• Jul 2020 - Aug 2020

Corporate Finance Assistant Manager

• Aug 2019 - Sep 2019

• Managed 11 client databases and estimated the probability of deferred payment and its default; organised meetings with clients to build up relationship and evaluated their financial situation through balance sheets• Analysed 20 balance sheets, income statements and cash flow statements and created 5 risks assessments including evaluation about company’s ability to repay loans; accessed clients’ operations through cash flow statements and calculated debt equity ratio that helped bank to prevent debt defaults in quantitative analysis• Accessed the process of issuing loans, completed internal monitor of collaterals and ensured operations went smoothly through effective communications• Created 8 weekly meetings reports and evaluations and proposed amendments for following meetings to strengthen internal communications

Asset Management Assistant Manager

• Jul 2018 - Jul 2018

• Analysed clients through background research including investment experience, private properties, occupation and risks affordability, and designed personalized investment planning including packs of bonds, stocks, futures and options according to their investment purpose statements • Maintained communications with clients about their wealth and risks background, and produced 14 Wealth & Risks assessment reports, analysed their financial knowledge and operation techniques to advise suitable financial products to clients • Liaised with the events team to oversee industry events and identified marketing opportunities, enhanced critical thinking and communications across teams