Experience

China Alpha Fund Management (HK) Limited

• Hong Kong
• Investment Management
• 1 - 100 Employee

• Hedge Fund Investment Analyst

  • 2020 - Present

  Sector focus: China consumer, property, financials; L/S Equity Sector focus: China consumer, property, financials; L/S Equity



CLSA

• Hong Kong
• Financial Services
• 700 & Above Employee

• Associate

  • Jan 2019 - Dec 2020

  Equity Research - China Financials, Fintech, Equity Strategy Equity Research - China Financials, Fintech, Equity Strategy



Citi

• United States
• Financial Services
• 700 & Above Employee

• Associate, Investment Research

  • Oct 2017 - Oct 2019

  - China/HK Property (support coverage of over 50 China and HK real estate stocks) - China Equity Strategy ( cross-over with all sectors analyst in Citi) - Team ranked 1st in Institutional investor pool for 7 years - China/HK Property (support coverage of over 50 China and HK real estate stocks) - China Equity Strategy ( cross-over with all sectors analyst in Citi) - Team ranked 1st in Institutional investor pool for 7 years



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Sales and Trading Summer Analyst

  • Jun 2016 - Sep 2016

  -Covered banks and life insurers on fixed income products (e.g. Asia/US IG); gained insights into product needs of priority clients -Created daily morning market commentary on global macro and fixed income, and distributed the report to entire APAC team -Conducted a market summary on 2016 China New Issues; prepared 20+ client-centric memos for senior executives’ client visits -Produced a report on “APAC OTC Derivatives Regulatory Framework”, with emphasis on trade reporting and central clearing -Initiated projects to improve client service and increase operational efficiency of trading floor (e.g. automated filtration process of bid/offer axes and shortened it to five seconds, improved sales request spreadsheet and linked it to Bloomberg RUNZ function, and created a template to analyze each client’s YTD trading volume) Show less



KaiLong Group

• China
• Investment Management
• 1 - 100 Employee

• Real Estate Private Equity Fund

  • Oct 2014 - Dec 2014



Mergermarket

• United States
• Information Services
• 100 - 200 Employee

• M&A Analyst

  • May 2014 - Aug 2014



Stoooges Education

• Beijing City, China

• Founding Manager

  • Nov 2013 - Aug 2014

  Chinese site: http://www.stooooges.com English site: http://stoooges.weebly.com Stoooges Education is an educational consulting start-up aiming to disrupt education counseling industry in China by providing cheaper and more personalized college counseling for talented Chinese high school students. We refined our business model to make sure each student gets one-to-one mentorship experience and we integrate MOOC into our routine service. In the first year, all five students we had in our first class got into US News top 10 colleges in the U.S. In the second year, we got around 20 students, with admissions from Harvard, Yale, University of Penn, Cornell, Oxford, etc. The target number students in this year is around 60, and we will be under rapid expansion in the future. Please contact me or our CEO via info@stoooges.com for service and business cooperation. Show less



ClickJob

• Hong Kong

• Founder and Project Leader

  • Jan 2014 - Mar 2014

  A simple and effective job application platform with the feature of "Common Application" "Job Matching System", alongside with other career-related internet-based services. We want to organize useful online job information to solve the problems of : lack of user-friendly interface for many recruitment websites; the process of repeating in filling same information for job applications; difficulties to find and filter out the most suitable jobs. We get in finalist of some entrepreneurship competitions, and looking for funding and advice. Show less



Flying Heart Education Consulting

• Suzhou, Jiangsu, China

• Founder and Project Leader

  • Apr 2012 - Dec 2013

  Flyingheart is a peer online tutoring service based in Suzhou, China. I found this project with Princeton, Cornell and Duke University students. We use the platform to connect both Chinese and American students, share our college application experience, and provide online tutoring on college application. As the founder of the project, I help the team get 8 clients, more than 200 people for online seminar, and manage the social media of 1000 followers. Flyingheart is a peer online tutoring service based in Suzhou, China. I found this project with Princeton, Cornell and Duke University students. We use the platform to connect both Chinese and American students, share our college application experience, and provide online tutoring on college application. As the founder of the project, I help the team get 8 clients, more than 200 people for online seminar, and manage the social media of 1000 followers.



Launchpilots (Acquired by Robin 8 in 2017)

• Hong Kong
• Advertising Services

• Community Coordinator

  • Mar 2013 - May 2013

  Planed, oversaw, and executed digital marketing campaigns and off-line events to reach new prospective clients across Greater China, Taiwan, and Hong Kong; led to an increase of over 100 new clients. Advised on the business development strategies with corporation side and involved in new website’s design Planed, oversaw, and executed digital marketing campaigns and off-line events to reach new prospective clients across Greater China, Taiwan, and Hong Kong; led to an increase of over 100 new clients. Advised on the business development strategies with corporation side and involved in new website’s design