Experience

CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Intern Analyst

  • Sep 2021 - Present



Citi Orient Securities

• China
• Investment Banking
• 1 - 100 Employee

• Investment Banking Summer Analyst

  • May 2021 - Aug 2021

  Contributed to a share investment deal; conducted valuation of the target company using comparable companies method by examining and comparing its financial statements, key performance indexes, and the stock market trends of similar companies.Actively involved in M&A team through assisting in the due diligence process, filing relevant working papers, translating contracts and agreements, and researching relevant EU policies.Assisted the team in the preparation of pitch books and teasers for live deals and pitches.Analyzed the market in terms of market growth potential, competitive and regulatory landscape, as well as key players in the market; subsequently produced the industry analysis reports for the deal team.



Bank of China

• Banking
• 700 & Above Employee

• Internship

  • Jul 2019 - Aug 2019

  •Conducted comprehensive forex and future market guidance including personalized hedging strategies, daily market movement, financial performance, regulatory issues, and upcoming trends analysis• Monitored daily FX and future market and highlighted interest rate inflation news, utilized fundamental & technical analysis for precise briefs to the senior investment committee• Built and optimized financial report of small-cap companies and utilized the data via Bloomberg & proprietary systems• Admintrated FX trading platform access and configuration for clients and FX trader team members



Soochow Securities Co., Ltd.

• China
• Financial Services
• 100 - 200 Employee

• Internship

  • May 2019 - Jul 2019

  • Created extensive industry due diligence to evaluate the risk/return parameters of an IPO transaction • Prepared draft prospectus documents, including business product, management structure, financial and investment thesis • Communicated news, results of research, latest findings, company developments, and synopsis of conferences and management meetings to portfolio managers • Created extensive industry due diligence to evaluate the risk/return parameters of an IPO transaction • Prepared draft prospectus documents, including business product, management structure, financial and investment thesis • Communicated news, results of research, latest findings, company developments, and synopsis of conferences and management meetings to portfolio managers