Experience

CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• SVP

  • Feb 2021 - Present

  Equipment & Manufacture Group @IBD Specialized in Intelligent Manufacturing area

• VP

  • Jan 2019 - Feb 2021

  Investment Banking Department Equipment & Manufacture Group

• Senior Associate

  • Jul 2017 - Jan 2019

  Beijing Investment Banking Department Equipment & Manufacture Group

• Senior Associate

  • Jul 2015 - Jul 2017

  Beijing City, China CEO Office



Office of the Illinois State Treasurer

• United States
• Financial Services
• 100 - 200 Employee

• Research Assistant

  • Mar 2015 - May 2015

  Greater Chicago Area Conducted analysis on the Secure Choice program, the first retirement saving plan codified by state government in the U.S, measuring its beneficiary pool and potential costs to the Illinois state government



CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Research Internship

  • Jan 2015 - Feb 2015

  Beijing City, China • Conducted research of how China’s “New Normal” affect the securities market and businesses, briefing to the executive manager • Investigated how Chinese government regulates stake decreasing by large shareholders, making manuals for the internal training • Utilized Bloomberg Terminal to monitor and analyzed real-time financial market date movements and updated the roadshow slides • Key contributor in the M&A acquisition case assessment where JinJiang (SH:600754) purchased Louvre… Show more • Conducted research of how China’s “New Normal” affect the securities market and businesses, briefing to the executive manager • Investigated how Chinese government regulates stake decreasing by large shareholders, making manuals for the internal training • Utilized Bloomberg Terminal to monitor and analyzed real-time financial market date movements and updated the roadshow slides • Key contributor in the M&A acquisition case assessment where JinJiang (SH:600754) purchased Louvre Hotels Show less



Funnel View

• Professional Training and Coaching

• Data Intern

  • Oct 2014 - Nov 2014

  Greater Chicago Area • Performed statistical analysis of publicly-available and proprietary data sets • Drafted memos and reports on background research and analytic results



47th Ward Alderman-elect Ameya Pawar

• Political Organizations

• Summer Intern

  • Jun 2014 - Aug 2014

  Greater Chicago Area • Conducted analysis of the 47 ward’s Special Service Areas (SSA) toward comparing functions & services, finding cost savings, determining effectiveness and customer satisfaction, and publicizing services & results • Conducted benefit-cost analysis of BigBelly Solar Trash Compactors in the 47th ward through sensitivity analysis of its Net Present Value (NPV) • Made assessment of local businesses and helped to determine how Alderman’s office can best assist. Factors to consider are… Show more • Conducted analysis of the 47 ward’s Special Service Areas (SSA) toward comparing functions & services, finding cost savings, determining effectiveness and customer satisfaction, and publicizing services & results • Conducted benefit-cost analysis of BigBelly Solar Trash Compactors in the 47th ward through sensitivity analysis of its Net Present Value (NPV) • Made assessment of local businesses and helped to determine how Alderman’s office can best assist. Factors to consider are proximity to public transportation, availability of parking, amount of pedestrian traffic, visibility of storefront, need for ADA or ground floor access, and closest similar businesses. • Drafted guides for new businesses to the ward including personal services, daycare/preschool, establishments involved with liquor, restaurants, theater & places of amusement, home occupation, business live/work and manufacturing • Attended business workshops on behalf on the 47th ward office • Maintained the database of all kinds of business in the 47th ward and created maps for each of them Show less



Roland Berger Strategy Consultants

• Part-time Assistant

  • Apr 2012 - May 2012

  Beijing City, China • Conducted due diligence for a company in early education industry; analyzed its major business and internal management • Interviewed with top managers and customers of the target company toward its major products and prices • Made cold calls to collect information about six Chinese early education companies to analyze industry and markets, especially their costs and prices, and compared them with the target company • Prepared the financial analysis using FCFF Model; advised the… Show more • Conducted due diligence for a company in early education industry; analyzed its major business and internal management • Interviewed with top managers and customers of the target company toward its major products and prices • Made cold calls to collect information about six Chinese early education companies to analyze industry and markets, especially their costs and prices, and compared them with the target company • Prepared the financial analysis using FCFF Model; advised the client not to invest in the target company Show less



Zurich Insurance

• Switzerland
• Insurance
• 700 & Above Employee

• Intern Analyst

  • Jan 2011 - Feb 2011

  Hong Kong • Assisted portfolio managers with analyzing real estate by questionnaire survey; provided business report • Analyzed executed deals, partners' performance, potential market, laws, and fund strategy • Researched potential real estate market by hundreds of questionnaires, analyzed the consumption custom of Hong Kong college graduates • Investigated the investment situation on real estate respectively in Hong Kong and mainland China; put forward investment strategies based on… Show more • Assisted portfolio managers with analyzing real estate by questionnaire survey; provided business report • Analyzed executed deals, partners' performance, potential market, laws, and fund strategy • Researched potential real estate market by hundreds of questionnaires, analyzed the consumption custom of Hong Kong college graduates • Investigated the investment situation on real estate respectively in Hong Kong and mainland China; put forward investment strategies based on government's economic policy Show less