Xin Dai
Financial Analyst Intern at Essence Securities Co., Ltd- Claim this Profile
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Korean Elementary proficiency
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English -
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French -
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Bloomberg Market Concepts
BloombergJan, 2017- Nov, 2024
Experience
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Essence Securities Co., Ltd
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China
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Investment Banking
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200 - 300 Employee
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Financial Analyst Intern
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Jul 2017 - Present
• Researched 50 companies’ M&A reports and summarized those hundreds-pages documents into 4-page summary for each company by referring to the model • Organized 200 business cards of clients by scanning cards and transferring them into Excel file, and verified clients’ information collected this year from that of last year • Integrated a thorough Logistics Due Diligence Checklist from the checklists provided by two different agents • Searched for treatises about IPO shareholders… Show more • Researched 50 companies’ M&A reports and summarized those hundreds-pages documents into 4-page summary for each company by referring to the model • Organized 200 business cards of clients by scanning cards and transferring them into Excel file, and verified clients’ information collected this year from that of last year • Integrated a thorough Logistics Due Diligence Checklist from the checklists provided by two different agents • Searched for treatises about IPO shareholders information penetration, and concluded the normal penetration procedures under different situations Show less • Researched 50 companies’ M&A reports and summarized those hundreds-pages documents into 4-page summary for each company by referring to the model • Organized 200 business cards of clients by scanning cards and transferring them into Excel file, and verified clients’ information collected this year from that of last year • Integrated a thorough Logistics Due Diligence Checklist from the checklists provided by two different agents • Searched for treatises about IPO shareholders… Show more • Researched 50 companies’ M&A reports and summarized those hundreds-pages documents into 4-page summary for each company by referring to the model • Organized 200 business cards of clients by scanning cards and transferring them into Excel file, and verified clients’ information collected this year from that of last year • Integrated a thorough Logistics Due Diligence Checklist from the checklists provided by two different agents • Searched for treatises about IPO shareholders information penetration, and concluded the normal penetration procedures under different situations Show less
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Assurance Intern
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Jul 2016 - Aug 2016
• Scrutinized a 200-page client industry report and summarized into a 13-page document to inform manager of client’s industry, sales trends, and future growth opportunity • Utilized MS Excel to organize several hundred of confirmation letters regarding client’s account balance • Documented stocktaking results in MS Excel by referring to last year’s model and using new stock data provided by clients and PwC staff • Scrutinized a 200-page client industry report and summarized into a 13-page document to inform manager of client’s industry, sales trends, and future growth opportunity • Utilized MS Excel to organize several hundred of confirmation letters regarding client’s account balance • Documented stocktaking results in MS Excel by referring to last year’s model and using new stock data provided by clients and PwC staff
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Education
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2018 - 2019
Washington University in St. Louis
Master of Science - MS, Master of Science in Finance -
2014 - 2018
The University of Texas at Austin - Red McCombs School of Business
Bachelor's degree, Finance, General
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