Experience

Shenwan Hongyuan Securities Co., Ltd.

• Capital Markets
• 200 - 300 Employee

• 投资银行业务暑期分析师

  • Jul 2021 - Present



China Life P&C Insurance Company Limited（中国人寿财产保险股份有限公司）

• Risk management assistant in Investment Management Department

  • Jul 2020 - Sep 2020

  1. Participated in training sessions and studied the Regulation on Insurance Companies' Solvency Ability Phase 2 issued by the CBIRC.2. Consolidated raw data for yhe company's investment under new regulations and created a smart template forfiling reports and analysis.3. Analysed the risk exposure and minimum capital of the company's investments，compared them to the new rules in terms of changes in current regulations, and provided future investment recommendations.4. Studied and helped to develop the ‘risk-adjusted’ expected rate of return for internal use to aid the management of risks and investment performances.



ICBC (London) plc（工银伦敦）

• Intern assistant in Financial Control Department

  • Jun 2019 - Aug 2019

  1. Learned advance Excel skills and consolidated raw data of the company’s expenditures and suppliers’ information.2. Successfully completed accounting work and comparison work in relation to system parameters.3. Understood the role of ICBC China’s global strategy and its current operating status.4. Translated the ICBC London plc’s new internal system and helped calibrate its functions. 1. Learned advance Excel skills and consolidated raw data of the company’s expenditures and suppliers’ information.2. Successfully completed accounting work and comparison work in relation to system parameters.3. Understood the role of ICBC China’s global strategy and its current operating status.4. Translated the ICBC London plc’s new internal system and helped calibrate its functions.



China CITIC Bank

• China
• Banking
• 100 - 200 Employee

• Intern assistant in Sales and Settlement Department

  • Jul 2018 - Aug 2018

  1. Awarded outstanding intern of the entire programme out of 60 candidates in total.2. Attained knowledge of primary wealth management products in China and aided in the sales of some wealth management products of the bank.3. Trained in Private Banking Department, understood the role of trust funds as well as asset management and allocation. 1. Awarded outstanding intern of the entire programme out of 60 candidates in total.2. Attained knowledge of primary wealth management products in China and aided in the sales of some wealth management products of the bank.3. Trained in Private Banking Department, understood the role of trust funds as well as asset management and allocation.



SAS

• United States
• Software Development
• 700 & Above Employee

• Intern assistant in Small and Medium Business Department

  • Jun 2018 - Jul 2018

  1. Took part in a big-data research project which allowed for the full comprehension of the use of data analysis in financial industry.2. Aided the work of surveying and training existing customers (Customer Care Department).3. Helped to arrange a large academic competition held by the company (HSBC cup). 1. Took part in a big-data research project which allowed for the full comprehension of the use of data analysis in financial industry.2. Aided the work of surveying and training existing customers (Customer Care Department).3. Helped to arrange a large academic competition held by the company (HSBC cup).