Experience

华泰联合证券

• China
• Investment Banking
• 100 - 200 Employee

• Full-time Intern at Investment Banking Division

  • Sep 2023 - Present

  1. Write a recent bond market and issue interest rate analysis report as a financing memorandum for bond issuers 2. Prepare bid documents for bond underwriting projects of 4 urban investment enterprises, including company performance proof materials, underwriting program design, bid quotation, and team capabilities 3. Participate in a bond financing project of a city investment enterprise, and write the application for bond listing, bond listing agreement, and bond registration and… Show more 1. Write a recent bond market and issue interest rate analysis report as a financing memorandum for bond issuers 2. Prepare bid documents for bond underwriting projects of 4 urban investment enterprises, including company performance proof materials, underwriting program design, bid quotation, and team capabilities 3. Participate in a bond financing project of a city investment enterprise, and write the application for bond listing, bond listing agreement, and bond registration and service agreement Show less 1. Write a recent bond market and issue interest rate analysis report as a financing memorandum for bond issuers 2. Prepare bid documents for bond underwriting projects of 4 urban investment enterprises, including company performance proof materials, underwriting program design, bid quotation, and team capabilities 3. Participate in a bond financing project of a city investment enterprise, and write the application for bond listing, bond listing agreement, and bond registration and… Show more 1. Write a recent bond market and issue interest rate analysis report as a financing memorandum for bond issuers 2. Prepare bid documents for bond underwriting projects of 4 urban investment enterprises, including company performance proof materials, underwriting program design, bid quotation, and team capabilities 3. Participate in a bond financing project of a city investment enterprise, and write the application for bond listing, bond listing agreement, and bond registration and service agreement Show less



中国中金财富证券有限公司

• China
• 1 - 100 Employee

• Intern at Credit Risk Management Division

  • Dec 2021 - Apr 2022

  1. Audited key clients’ pledge of shares and reduction of share capital of 40+ target companies by Wind to evaluate the default risk of shareholders and wrote 20+ weekly tracking reports for capital business stock 2. Drafted a 24-page research report of the power battery industry by analyzing the production & sales, market penetration, market structure, lithium-ion power battery industry chain, four power battery technology paths for the Fixed Income team’s decision-making reference for the… Show more 1. Audited key clients’ pledge of shares and reduction of share capital of 40+ target companies by Wind to evaluate the default risk of shareholders and wrote 20+ weekly tracking reports for capital business stock 2. Drafted a 24-page research report of the power battery industry by analyzing the production & sales, market penetration, market structure, lithium-ion power battery industry chain, four power battery technology paths for the Fixed Income team’s decision-making reference for the industry investment targets 3. Reviewed 35 fund contracts from Fixed Income team to indentify the liquidity risks of the FOF 4. Participated in the risk review of margin trading and short selling, and completed the application memorandum for margin financing and securities lending business Show less 1. Audited key clients’ pledge of shares and reduction of share capital of 40+ target companies by Wind to evaluate the default risk of shareholders and wrote 20+ weekly tracking reports for capital business stock 2. Drafted a 24-page research report of the power battery industry by analyzing the production & sales, market penetration, market structure, lithium-ion power battery industry chain, four power battery technology paths for the Fixed Income team’s decision-making reference for the… Show more 1. Audited key clients’ pledge of shares and reduction of share capital of 40+ target companies by Wind to evaluate the default risk of shareholders and wrote 20+ weekly tracking reports for capital business stock 2. Drafted a 24-page research report of the power battery industry by analyzing the production & sales, market penetration, market structure, lithium-ion power battery industry chain, four power battery technology paths for the Fixed Income team’s decision-making reference for the industry investment targets 3. Reviewed 35 fund contracts from Fixed Income team to indentify the liquidity risks of the FOF 4. Participated in the risk review of margin trading and short selling, and completed the application memorandum for margin financing and securities lending business Show less



申万宏源证券有限公司

• China
• Financial Services
• 1 - 100 Employee

• Intern at Investment Banking Division

  • Jun 2021 - Nov 2021

  1. Compiled 2021 semi-annual draft financial statements of 6 companies, checked the balance sheet, income statement and cash flow statement of the subject relationship, accounts receivable turnover ratio, inventory turnover ratio, etc. 2. Conducted financial due diligence: verified the patents, trademarks, and software copyrights for client; organized its vouchers, invoices, customs declaration forms, and income declaration forms for foreign incomes and complied the summary table for… Show more 1. Compiled 2021 semi-annual draft financial statements of 6 companies, checked the balance sheet, income statement and cash flow statement of the subject relationship, accounts receivable turnover ratio, inventory turnover ratio, etc. 2. Conducted financial due diligence: verified the patents, trademarks, and software copyrights for client; organized its vouchers, invoices, customs declaration forms, and income declaration forms for foreign incomes and complied the summary table for 2019-2021 overseas income table 3. Conducted organizational structure due diligence: conduct on-site visits to client, and submitted meeting reports based on the interviews with marketing manager, R&D manager, suppliers, and dealers Show less 1. Compiled 2021 semi-annual draft financial statements of 6 companies, checked the balance sheet, income statement and cash flow statement of the subject relationship, accounts receivable turnover ratio, inventory turnover ratio, etc. 2. Conducted financial due diligence: verified the patents, trademarks, and software copyrights for client; organized its vouchers, invoices, customs declaration forms, and income declaration forms for foreign incomes and complied the summary table for… Show more 1. Compiled 2021 semi-annual draft financial statements of 6 companies, checked the balance sheet, income statement and cash flow statement of the subject relationship, accounts receivable turnover ratio, inventory turnover ratio, etc. 2. Conducted financial due diligence: verified the patents, trademarks, and software copyrights for client; organized its vouchers, invoices, customs declaration forms, and income declaration forms for foreign incomes and complied the summary table for 2019-2021 overseas income table 3. Conducted organizational structure due diligence: conduct on-site visits to client, and submitted meeting reports based on the interviews with marketing manager, R&D manager, suppliers, and dealers Show less



PwC

• Professional Services
• 700 & Above Employee

• PwC China

  • Nov 2020 - Dec 2020

  1. Drafted a 15-page report of 2018-2019 strategic objectives and investment planning for domestic leading commercial banks in Fintech industry, analyzing and matching banks' demand for financial data, pain points and customers' existing product portfolio; completed an estate brokerage platform analysis report with Porter’s Five Forces Model (6 page, 7800+words) and an Amazon Web Services (AWS) market report with PESTEL Analysis (7 pages, 6900+words) 2. Researched and compared RCEP with… Show more 1. Drafted a 15-page report of 2018-2019 strategic objectives and investment planning for domestic leading commercial banks in Fintech industry, analyzing and matching banks' demand for financial data, pain points and customers' existing product portfolio; completed an estate brokerage platform analysis report with Porter’s Five Forces Model (6 page, 7800+words) and an Amazon Web Services (AWS) market report with PESTEL Analysis (7 pages, 6900+words) 2. Researched and compared RCEP with ASEAN trade agreement, and how RCEP promotes industry development; researched the foreign investments from 2019 to 2020 in Shanghai and the city’s regulations to promote and facilitate foreign investments, such as improving business environment and carrying out institutional innovation of free trade zone, etc. Show less 1. Drafted a 15-page report of 2018-2019 strategic objectives and investment planning for domestic leading commercial banks in Fintech industry, analyzing and matching banks' demand for financial data, pain points and customers' existing product portfolio; completed an estate brokerage platform analysis report with Porter’s Five Forces Model (6 page, 7800+words) and an Amazon Web Services (AWS) market report with PESTEL Analysis (7 pages, 6900+words) 2. Researched and compared RCEP with… Show more 1. Drafted a 15-page report of 2018-2019 strategic objectives and investment planning for domestic leading commercial banks in Fintech industry, analyzing and matching banks' demand for financial data, pain points and customers' existing product portfolio; completed an estate brokerage platform analysis report with Porter’s Five Forces Model (6 page, 7800+words) and an Amazon Web Services (AWS) market report with PESTEL Analysis (7 pages, 6900+words) 2. Researched and compared RCEP with ASEAN trade agreement, and how RCEP promotes industry development; researched the foreign investments from 2019 to 2020 in Shanghai and the city’s regulations to promote and facilitate foreign investments, such as improving business environment and carrying out institutional innovation of free trade zone, etc. Show less



Sinolink Securities

• China
• Financial Services
• 200 - 300 Employee

• Part-time Assistant for at Investment Banking Division

  • Jan 2020 - Mar 2020

  1. Conducted research on 16 companies’ IPO in 2020, including their profiles, main financial indicators, and provided feedback to team supervisor 2. Analyzed pharmaceutical manufacturing equipment industry and completed reports by studying industry policies and regulations, their growth and influencing factors, upstream and downstream companies 1. Conducted research on 16 companies’ IPO in 2020, including their profiles, main financial indicators, and provided feedback to team supervisor 2. Analyzed pharmaceutical manufacturing equipment industry and completed reports by studying industry policies and regulations, their growth and influencing factors, upstream and downstream companies



兴业证券股份有限公司

• China
• Capital Markets
• 1 - 100 Employee

• Intern at Operations Division

  • Aug 2019 - Sep 2019

  1. Summarized the source of securities’ refinancing business, sorted and organized its source information; visited customers and organized investment plans accordingly 1. Summarized the source of securities’ refinancing business, sorted and organized its source information; visited customers and organized investment plans accordingly