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Credentials

  • CFA Level 1 Badge
    CFA Institute
    Aug, 2018
    - Sep, 2024

Experience

    • Hong Kong
    • Biotechnology Research
    • 1 - 100 Employee
    • Partner Assistant
      • Jul 2020 - Present

      • Conduct the initial deal sourcing and due diligence; write investment memos to address highlights for projects• Manage relationships among different stakeholders; • Summarize weekly VC/PE deals in the biotech industry• Review and summarize transaction contracts, fundraising proposals, term sheets, and capital tables• Organize partner meetings and summarize meeting minutes on on-going deals and potential investment opportunities• Create and manage portfolio company subpages on the fund website; manage post-investment information on four marketing platforms –Pitchbook, Crunchbase, AngelList, and LinkedIn• Lead the project management and the coordination among multiple teams

    • Canada
    • Higher Education
    • 300 - 400 Employee
    • Full-time MBA
      • Aug 2018 - Jun 2020

    • Canada
    • Venture Capital and Private Equity Principals
    • 200 - 300 Employee
    • MBA Consultant
      • Aug 2019 - May 2020

      Worked for Solara.io, Measure Protocol (Startup Companies in CDL Blockchain Stream)• Led market research on solar energy data application and support Creative Destruction Lab meetings• Researched target demographic group and completed competitive analysis for online market research digitalization

    • Vice President Communications
      • May 2019 - Apr 2020

      • Led club event marketing campaigns• Organized the biggest event of the year - Industry Night 2019

    • Canada
    • Banking
    • 700 & Above Employee
    • Corporate Banking Co-op Analyst
      • May 2019 - Aug 2019

      • Analyzed financial statements, annual reports, and quarterly reports to generate inputs for credit risk evaluation models for mining, power utility and real estate companies• Generated credit risk evaluation analysis as well as corresponding reports for proposed new deals• Assessed risks and reviewed the validity of existing lending facilities, and communicated with corporate banking group

    • Civil Engineering
    • 1 - 100 Employee
    • Electrical Engineer
      • Jul 2017 - Apr 2018

    • Electrical Designer
      • Mar 2013 - Jul 2017

    • Canada
    • Utilities
    • 700 & Above Employee
    • Co-op student
      • Sep 2012 - Dec 2012

    • Co-op student
      • May 2012 - Aug 2012

Education

  • University of Toronto
    Master of Business Administration - MBA, Entrepreneurship and Innovation, Investment Banking
    2018 - 2020
  • Memorial University of Newfoundland
    Master of Engineering - MEng, Electrical Power Engineering
    2010 - 2013
  • North China Electric Power University
    Bachelor of Engineering - BE, Electrical Engineering
    2006 - 2010

Community

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