Experience

Revantage, A Blackstone Portfolio Company

• United States
• Real Estate
• 400 - 500 Employee

• Associate

  • Jul 2022 - Present



NOAH HOLDINGS

• Financial Services
• 100 - 200 Employee

• Real Estate Financial Analyst at Gopher Asset Management

  • Feb 2018 - Jul 2022



Panorama Holdings

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Financial Analyst

  • Oct 2016 - Apr 2017

  • Prepared multi-family and hotel development OM and presentation for common equity and EB-5 Investors • Researched Charlotte hotel market metrics including ADR, RevPAR, Cap Rate, Occupancy, and demographics, and assisted in finalizing Hilton brands Embassy and Home2 for our hotel flag • Built Pro-Forma analysis models to value 9 commercial real estate properties with total value over $80 million • Prepared multi-family and hotel development OM and presentation for common equity and EB-5 Investors • Researched Charlotte hotel market metrics including ADR, RevPAR, Cap Rate, Occupancy, and demographics, and assisted in finalizing Hilton brands Embassy and Home2 for our hotel flag • Built Pro-Forma analysis models to value 9 commercial real estate properties with total value over $80 million



FINRA

• United States
• Financial Services
• 700 & Above Employee

• Research Intern

  • Jan 2016 - May 2016

  • Reviewed over 20 financial brokerage companies’ financial performance, product, and organizational structure to ensure their financial health and stability • Initiated a broker database by researching and interviewing / contacting a list of potential brokers • Reviewed over 20 financial brokerage companies’ financial performance, product, and organizational structure to ensure their financial health and stability • Initiated a broker database by researching and interviewing / contacting a list of potential brokers



Shenwan Hongyuan Securities (H.K.) Ltd

• Hong Kong
• Financial Services
• 100 - 200 Employee

• Real Estate and Fixed Income Analyst Intern

  • Jul 2015 - Aug 2015

  • Presented to Sichuan development bureau officials on products and fees, competing against four other firms • Negotiated with four clients and five government officials regarding product structure and price • Aided VPs to design the municipal bonds on senior houses and parking lots for seven contractors • Performed extensive due diligence on business operation and drafted the offering memorandum for the deal • Presented to Sichuan development bureau officials on products and fees, competing against four other firms • Negotiated with four clients and five government officials regarding product structure and price • Aided VPs to design the municipal bonds on senior houses and parking lots for seven contractors • Performed extensive due diligence on business operation and drafted the offering memorandum for the deal



Emory Center for Alternative Investments

• Greater Atlanta Area

• Research Assistant

  • May 2015 - Jun 2015

  • Prepared materials for annual discussoinal meeting of hedge fund board members, engaging them in intensive debate of current industry trend and new market direction • Performed top-down industry analysis of current hedge fund trends and topics, such as transparency and ESG • Prepared materials for annual discussoinal meeting of hedge fund board members, engaging them in intensive debate of current industry trend and new market direction • Performed top-down industry analysis of current hedge fund trends and topics, such as transparency and ESG



Shenwan Hongyuan Securities (H.K.) Ltd

• Hong Kong
• Financial Services
• 100 - 200 Employee

• Equity Research Analyst Intern

  • Jun 2014 - Aug 2014

  • Analyzed non-banking finance industry of Chinese security markets in comparison to American markets • Collected and analyzed major data about American security market and online broker market • Contributed to the research report on Motif Investing on how company can revolutionize Chinese stock market • Analyzed non-banking finance industry of Chinese security markets in comparison to American markets • Collected and analyzed major data about American security market and online broker market • Contributed to the research report on Motif Investing on how company can revolutionize Chinese stock market



GIGA Solar Holding

• China
• Renewables & Environment
• 1 - 100 Employee

• Marketing Intern

  • Oct 2013 - Dec 2013

  • Communicated to 20 Chinese solar product suppliers to provide product samples that Giga want to sell in USA • Publicized Giga Solution by tradeshow booth at Emory, and recruited a pool of 200 potential intern candidates • Communicated to 20 Chinese solar product suppliers to provide product samples that Giga want to sell in USA • Publicized Giga Solution by tradeshow booth at Emory, and recruited a pool of 200 potential intern candidates