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Bio

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Credentials

  • 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

    • Hong Kong
    • Business Consulting and Services
    • 1 - 100 Employee
    • Consultant
      • Jan 2023 - Present

      Management consulting & Business due diligence

    • Business Analyst
      • Apr 2021 - Dec 2022

  • AlphaSights
    • Hong Kong, Hong Kong SAR
    • Associate, APAC Private Equity
      • Sep 2019 - Mar 2021
      • 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

  • YCP Holdings
    • Hong Kong, Hong Kong SAR
    • Management Consultant Intern
      • Jul 2018 - Sep 2018
      • 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

    • Assurance Intern
      • Jan 2018 - Feb 2018
      • 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

  • Deutsche Bank
    • Hong Kong
    • DB Academy
      • Jun 2017 - Jun 2017
      • Hong Kong

  • UOB
    • Shanghai, China
    • Intern
      • May 2016 - May 2016
      • Shanghai, China

      • Identified and generated business leads through cold calls and road shows• Attended training courses on insurance, alternative financial products and market forecasts

Education

  • 2015 - 2019
    The University of Hong Kong
    Bachelor's degree, Economics and Finance
  • 2018 - 2018
    WU (Wirtschaftsuniversität Wien)
  • 2011 - 2015
    Shanghai High School International Division
    International Baccalaureate Diploma

Suggested Services

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Industry Focus. “Business Consulting and Services”

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