Experience

Lunar Capital

• China
• Investment Management
• 1 - 100 Employee

• Director

  • Jan 2011 - Present

  1. Deal head of the snack food platform investment, responsible for potential acquisitions, portfolio management, and attract co-investment fund 2. Closed the acquisition of a leading snack food brand offering dried fruits, nuts and poultry, led the deal structuring, due diligence, deal negotiation and closing 3. Closed the acquisition of a well-known snack food business resulted from SOE reform, led the deal structuring, due diligence, deal negotiation and closing 4. Portfolio manager for the healthy snacks portfolios, as a board member, responsibilities including design and implement chief executive's incentives & KPI, strategic planning, annual budgeting, monthly performance tracking, integration planning and monitoring, working with the management on business initiatives including e-commerce, digital marketing, debt financing, etc. 5. Deal sourcing for consumers opportunities Show less



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Jun 2009 - Dec 2010

  Major responsibilities include performing critical analysis on the risk profile of credit card holders and developing stats models for valuation and risk management. Major responsibilities include performing critical analysis on the risk profile of credit card holders and developing stats models for valuation and risk management.



Guo Tai Jun An Securities

• Fixed Income Analyst

  • Jul 2008 - Aug 2008

  1. Conducted detailed research and analysis on the asset securitization market in Hong Kong including market size, product types and issuing companies. 2. Analyzed the financial statements of 100+ companies and identified 26 potential corporate bond issuers. 3. Drafted the underwriting document for the Bank of Communications' first ABS in 2008. 1. Conducted detailed research and analysis on the asset securitization market in Hong Kong including market size, product types and issuing companies. 2. Analyzed the financial statements of 100+ companies and identified 26 potential corporate bond issuers. 3. Drafted the underwriting document for the Bank of Communications' first ABS in 2008.



University of Toronto

• Canada
• Higher Education
• 700 & Above Employee

• Market Research Intern

  • Jul 2007 - Aug 2007

  1. Researched market for China’s plastic medical equipment industry through field research and phone interviews. 2. Summarized and presented findings to the management. Results were valuable for the senior executives to discover major potential products in the local market. 1. Researched market for China’s plastic medical equipment industry through field research and phone interviews. 2. Summarized and presented findings to the management. Results were valuable for the senior executives to discover major potential products in the local market.



University of Toronto

• Canada
• Higher Education
• 700 & Above Employee

• Summer Research Assistant

  • May 2006 - Jun 2006

  1. Pioneered a research project to design an innovative solution to the university timetabling problem. 2. Built a prototype of the solution using Java and ILOG OPL. The mathematical model combined the concept of optimization theory and combinatorial auction mechanism. Presented the project to the Timetabling Office. 1. Pioneered a research project to design an innovative solution to the university timetabling problem. 2. Built a prototype of the solution using Java and ILOG OPL. The mathematical model combined the concept of optimization theory and combinatorial auction mechanism. Presented the project to the Timetabling Office.



University of Toronto

• Canada
• Higher Education
• 700 & Above Employee

• Summer Research Student

  • May 2005 - Aug 2005

  1. Programmed a Java software to automate the process of retrieving RSS feeds from the web, dramatically improving the data collection efficiency for the supervisor’s analysis in semantic web. 2. Developed and evaluated INEX 2005 search queries for XML documents. 1. Programmed a Java software to automate the process of retrieving RSS feeds from the web, dramatically improving the data collection efficiency for the supervisor’s analysis in semantic web. 2. Developed and evaluated INEX 2005 search queries for XML documents.