Bio
Credentials
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Passed CFA Level I
CFA協會Jun, 2019- Apr, 2026 -
Grade 8 in Piano, Certificate of the Associated Board of the Royal School of Music
ABRSM
Experience
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Hong Kong
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Business Consulting and Services
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1 - 100 Employee
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Consultant
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Jan 2023 - Present
Management consulting & Business due diligence
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Business Analyst
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Apr 2021 - Dec 2022
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AlphaSights
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Hong Kong, Hong Kong SAR
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Associate, APAC Private Equity
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Sep 2019 - Mar 2021
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Hong Kong, Hong Kong SAR
• Worked directly with leveraged buyout private equities on deal sourcing, due diligence and portfolio management projects • Supported client servicing, new clients onboarding and owned client user relationships• Co-led daily account management, defining and executing monthly and quarterly account strategies
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YCP Holdings
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Hong Kong, Hong Kong SAR
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Management Consultant Intern
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Jul 2018 - Sep 2018
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Hong Kong, Hong Kong SAR
Selected project experiences:• Performed pre-acquisition business due diligence assessment on a cosmetics brand and advised on its acquisition deal• Assisted in the overseas expansion of a Japanese restaurant chain and formulated its market entry strategy• Redesigned the distribution channel of a multinational toy manufacturer
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PwC Hong Kong and Mainland China
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Hong Kong
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Assurance Intern
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Jan 2018 - Feb 2018
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Hong Kong
• Engaged in the annual statutory audit of two listed companies• Translated and resolved discrepancies in financial statements and reports; managed the clients’ bank control systems and client communications
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Deutsche Bank
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Hong Kong
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DB Academy
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Jun 2017 - Jun 2017
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Hong Kong
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UOB
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Shanghai, China
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Intern
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May 2016 - May 2016
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Shanghai, China
• Identified and generated business leads through cold calls and road shows• Attended training courses on insurance, alternative financial products and market forecasts
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Education
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2015 - 2019The University of Hong Kong
Bachelor's degree, Economics and Finance -
2018 - 2018WU (Wirtschaftsuniversität Wien)
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2011 - 2015Shanghai High School International Division
International Baccalaureate Diploma
Suggested Services
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References
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