Experience

CICC

• China
• Investment Banking
• 700 & Above Employee

• Investment Banking Winter Analyst

  • Nov 2020 - Present



Drake Star Partners

• Financial Services

• Investment Banking Summer Analyst

  • May 2020 - Jul 2020



Formation Capital Group

• United States
• Investment Banking
• 1 - 100 Employee

• Investment Banking Spring Analyst

  • Mar 2020 - May 2020



UCLA Anderson School of Management

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Jan 2020 - May 2020



University of California, Los Angeles

• Information Services
• 1 - 100 Employee

• Peer Learning Facilitator

  • Sep 2019 - May 2020

  • Create minority student focused after class Microeconomics group tutoring sessions to help foster better interpersonal solidarity between underrepresented student communities with a team of 12• Lead 6 separate weekly discussions by creating 19 separate learning modules mapped to the university’s Microeconomics class syllabus focusing on different concepts such as profit/utility maximization and cost minimization• Customize 3 biweekly review sessions to go through bundled review topics… • Create minority student focused after class Microeconomics group tutoring sessions to help foster better interpersonal solidarity between underrepresented student communities with a team of 12• Lead 6 separate weekly discussions by creating 19 separate learning modules mapped to the university’s Microeconomics class syllabus focusing on different concepts such as profit/utility maximization and cost minimization• Customize 3 biweekly review sessions to go through bundled review topics and past problem sets tailored to 10 individual students by hosting 1:1 office hour session to cater and adapt to each and every student’s learning style• Spearhead 6 weekly team meetings to innovate and design new curriculum modules across similar academic disciplines such as Macroeconomics and Econometrics to ensure better program participant learning experience with a team of 15• Build in a new module to the preexisting program with specialized focus on mental health and introducing minority students to extracurricular and additional resources at UCLA so to ensure their successful transitions to college Show more Show less



Hong Kong Yiyan Trading Co., Ltd.

• China
• Manufacturing

• Marketing Summer Analyst

  • Aug 2019 - Sep 2019

  • Organized the firm’s attendance to 2 separate annual jewelry industry-wide exhibitions while overseeing the day-to-day operations of the physical retail headquarters store with a team of 12 • Managed and set up physical booth at the “Jewellery & Gem WORLD Hong Kong” exhibition attended by 3,730 international companies and 5,000+ distributors and potential buyers • Set up 330 individual gemstone placements in accordance with each gemstone’s identification slot at the exhibition booth… • Organized the firm’s attendance to 2 separate annual jewelry industry-wide exhibitions while overseeing the day-to-day operations of the physical retail headquarters store with a team of 12 • Managed and set up physical booth at the “Jewellery & Gem WORLD Hong Kong” exhibition attended by 3,730 international companies and 5,000+ distributors and potential buyers • Set up 330 individual gemstone placements in accordance with each gemstone’s identification slot at the exhibition booth to ensure streamlined transaction while positioning 5 separate posters outlining the firm’s gemstone offerings • Generated $3,000 USD in revenue selling 55 separate gemstones to 78 individual international buyers from Germany, US, and Japan by providing detailed overviews of each sale item Show more Show less



Bank of China

• Banking
• 700 & Above Employee

• Finance Summer Analyst

  • Jul 2019 - Aug 2019

  • Partnered closely with senior team members to monitor and process 300+ separate Standby Letters of Credit & Banker’s Guarantees issued by Bank of China regarding international commodities trade transactions focused specifically within agriculture, textile, and cosmetics industries • Organized 100+ letters of guarantee and trade-related documents to enable streamlined future accessibility using Excel • Reviewed 255 wire transfer-related documentation’s history and accuracy while… • Partnered closely with senior team members to monitor and process 300+ separate Standby Letters of Credit & Banker’s Guarantees issued by Bank of China regarding international commodities trade transactions focused specifically within agriculture, textile, and cosmetics industries • Organized 100+ letters of guarantee and trade-related documents to enable streamlined future accessibility using Excel • Reviewed 255 wire transfer-related documentation’s history and accuracy while working cross functionally with Legal, Compliance, and Finance divisions along with the client trade originator to authenticate all relevant data records• Monitored and tracked 24 outgoing transfers to avoid potential fraud and international financial crimes by documenting over 25 pages of answered surveys and questionnaires associated with each transfer Show more Show less