Investment Analyst Intern

• Sep 2022 - Present

In my capacity as Investment Analyst Intern, I conduct thorough due diligence on prospective investment opportunities, examining financial statements, discerning industry trends, comparing data, and assessing management capabilities to ascertain investment feasibility and identify pertinent risk factors. Additionally, I present customized reports, effectively communicating investment recommendations and elucidating complex financial concepts and investment strategies, thereby enhancing client satisfaction and involvement. Key Accomplishments: ► Performed comprehensive financial evaluations and built resilient valuation frameworks for various investment prospects, including private equity, venture capital, real estate, and private debt. ► Established and upheld resilient financial frameworks and databases to oversee and evaluate the performance of alternative investments, ensuring delivery of precise and current data essential for formulating informed investment decisions. ► Nurtured and maintained strategic alliances with general partners, consistently assessed the attainment of investment goals, and delivered detailed reports on investment performance. Show less

Student Associate

• Jan 2023 - May 2023

Internal Audit Intern

• May 2022 - Aug 2022

While working over here, I have ensured adherence to regulatory requirements by conducting thorough assessments to verify compliance of financial statements, policies, procedures, and internal controls with established standards of SOX, PCAOB, and Model Audit Rule. Key Accomplishments: ► Engaged in cross-functional collaboration with underwriters, claims adjusters, and accounting experts to offer strategic guidance on implementing effective internal control practices and ensuring regulatory compliance. ► Crafted detailed audit reports and presented identified control deficiencies to audit committee responsible for overseeing the company's substantial $3.2B portfolio, providing recommendations to strengthen internal protocols, and proactively mitigate risks. Show less

Teaching Assistant

• Jan 2019 - Apr 2019

I supported wide range of students in achieving learning objectives of contemporary Chinese history course by providing structured framework for course content, encouraging active participation, and incorporating various interactive classroom activities. Key Accomplishments: ► Graded assignments, exams, and papers, evaluated student performance/progress, and provided constructive feedback to students to ensure academic success. I supported wide range of students in achieving learning objectives of contemporary Chinese history course by providing structured framework for course content, encouraging active participation, and incorporating various interactive classroom activities. Key Accomplishments: ► Graded assignments, exams, and papers, evaluated student performance/progress, and provided constructive feedback to students to ensure academic success.