Experience

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  Desautels Capital Management

  • Montreal, Quebec, Canada

  • Equity Analyst

    • Jun 2023 - Present
    • Montreal, Quebec, Canada

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  Minsheng Securities Co.,Ltd.

  • Shanghai, China

  • Bond Finance Intern

    • Jul 2022 - Sep 2022
    • Shanghai, China

    •Created 3 IPO projects briefs and executed financial and legal research of 2 large companies in terms of due diligence•Employed the DCF valuation model in conjunction with fundamentals to provide a 3-year profit forecast for an enterprise, facilitating the department to build a strong financial insight on the enterprise•Tracked price, market share, and channel penetration rate of beverage products and liquor industries in different cities and prepared a 30-page report with data graphs and charts in support of project manager•Collated rating reports of different companies and cooperated in writing and modifying bidding documents for company’s underwriter service procurement projects

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  SAIF Partners

  • Beijing, China

  • Market Research Intern

    • Feb 2022 - Jun 2022
    • Beijing, China

    •Conducted market research of digital healthcare industry, focusing on leading medical technology companies in China and the US, developing a detailed market analysis report for company’s investment strategy•Evaluated market scale of various markets in China and the United States, assessing industry development potential through the PEST model, as well as analyzing 10 leading companies’ competitiveness•Applied Python and Excel PivotTable to review financing data of digital healthcare market and composed a report summarizing investment strategies of 10 most active financing institutions in 2021 for department reference

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  Shanghai Soochow Jiuying Investment Management Co., Ltd

  • Suzhou, Jiangsu, China

  • Summer Intern

    • Jun 2021 - Aug 2021
    • Suzhou, Jiangsu, China

    •Participated in the financial services for clients, collaborated with investment department representatives to establish cooperation with clients, attracting over 8 clients to select the company’s products. •Conducted research on the industrial chain and layout of Xuzhou’s coal and metallurgical industries, analyzed its futures market’s dynamics in the last three years through Pivotable, and submitted a market trend report to the department director.

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  Suzhou Zhongji International Supply Chain Co.

  • Suzhou, Jiangsu, China

  • Intern

    • Jul 2018 - Aug 2018
    • Suzhou, Jiangsu, China

    •Assisted Manager of Import Operation Department to provide supply chain services to 5 national and international firms.•Managed the shipping process and cooperated with billing personnel, shipping companies, fleets, and clients to ensure the timeliness of delivery of orders.