Experience

ERShares

• United States
• Investment Management
• 1 - 100 Employee

• Head of Research Analytics

  • Jun 2021 - Oct 2021

  Boston, Massachusetts, United States

• Senior Financial & Technology Analyst

  • Jun 2020 - Jun 2021

  Boston, Massachusetts, United States

• Junior Financial Analyst

  • Jun 2020 - Jul 2020

  Boston, Massachusetts, United States



ForwardLane Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Student Consultant (Brandeis Field Project)

  • Mar 2019 - Apr 2019

  Waltham, MA - Conducted an in-depth and exhaustive market analysis for the industry where the client stands, who dedicates to provide sales enablement solutions for relationship managers in the financial industry - Applied comparative analysis on the client’s potential competitors and helped the client identify its niche positioning and field to focus on for future development - Prepared a professional investment deck for the client for the coming round of funding



STEY - Co-living Apartments Start-up

• Consulting Team Intern

  • May 2018 - Jul 2018

  Beijing City, China - Built an innovative re-renting business model and designing an effective launching plan for a property project combining home, co-living space and hotel in Beijing in collaboration with McKinsey - Set pricing on two new Stey properties thru analysis of the competitive environment – research included competitive analysis of over 20 competitors, field investigations, and data analysis - Drove increased customer loyalty thru advising the company to implement psychology and sociology… Show more - Built an innovative re-renting business model and designing an effective launching plan for a property project combining home, co-living space and hotel in Beijing in collaboration with McKinsey - Set pricing on two new Stey properties thru analysis of the competitive environment – research included competitive analysis of over 20 competitors, field investigations, and data analysis - Drove increased customer loyalty thru advising the company to implement psychology and sociology regarding community bonding into their policies (e.g. event planning, tenant screening, and interior design renovations) – delivered a comprehensive report highlighting the best practices evidenced by the latest scientific research Show less



CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Fixed Income Sales Intern

  • Sep 2017 - Nov 2017

  Beijing City, China - Facilitated the communication between investment managers and issuing entities to match their specific requirements for the terms of bonds to ensure underwriting objectives were fully met - Executed day-to-day securities portfolio operations such as initiating transaction requests, policy compliance, and preparing contracts for entry and reconciliation on a daily basis - Integrated bidding information and macro market performance to predict reasonable issuance prices for bonds and seek… Show more - Facilitated the communication between investment managers and issuing entities to match their specific requirements for the terms of bonds to ensure underwriting objectives were fully met - Executed day-to-day securities portfolio operations such as initiating transaction requests, policy compliance, and preparing contracts for entry and reconciliation on a daily basis - Integrated bidding information and macro market performance to predict reasonable issuance prices for bonds and seek arbitrage opportunities Show less



Tencent

• China
• Software Development
• 700 & Above Employee

• Business Analysis Intern

  • Jun 2017 - Aug 2017

  Shenzhen, Guangdong, China - Advised product teams on how to drive growth in legacy products including mobile maps, browsers and app stores; suggested new features to break the sales bottleneck for these products - Scanned emerging markets in the Internet industry and identified strategic investment opportunities to increase TAM (Total Addressable Market) - Designed business model and growth plans for new ideas incubated internally including customer profiling, estimation of market size and selection of best… Show more - Advised product teams on how to drive growth in legacy products including mobile maps, browsers and app stores; suggested new features to break the sales bottleneck for these products - Scanned emerging markets in the Internet industry and identified strategic investment opportunities to increase TAM (Total Addressable Market) - Designed business model and growth plans for new ideas incubated internally including customer profiling, estimation of market size and selection of best go-to-market channels Show less