Experience

CITIC Agri Fund

• China
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Investment Manager

  • Aug 2017 - Present

  •Completed an investment of Honest Dairy (“简爱酸奶”), Nongfu Spring and Golden Monkey （“金丝猴奶糖”）as the project leader •Perform due diligence, market research, financial analysis and other deal execution work of Pagoda (Deal Size 100mn RMB) and Ausnutria (Deal Size 2bn HKD), deal experience includes due diligence, debt/equity financing, cross boarder investment, ODI application, FX hedging and post investment management •Source investment opportunities through networks and contacts in Food and Beverage industry •Develop and maintain complex financial models and analyze corporate financial statements to evaluate companies Show less



Haitong Securities

• China
• Investment Banking
• 400 - 500 Employee

• Research Analyst

  • Aug 2015 - Aug 2017

  •Developed Bottoms-up, detailed research on China Food and Beverage Industry, especially alcoholic beverage companies •Wrote in-depth industry and company reports, covered A/H listed baijiu, rice wine and beer companies •Top pick Jiugui Liquor, Xinjiang Yilite Industry, Chongqing Brewery achieved more than 40% return YTD •Developed Bottoms-up, detailed research on China Food and Beverage Industry, especially alcoholic beverage companies •Wrote in-depth industry and company reports, covered A/H listed baijiu, rice wine and beer companies •Top pick Jiugui Liquor, Xinjiang Yilite Industry, Chongqing Brewery achieved more than 40% return YTD



CLSA

• Hong Kong
• Financial Services
• 700 & Above Employee

• Sales Trader

  • Apr 2015 - Aug 2015

  •Traded China B, India, Frontier Markets including Pakistan, Sri Lanka, Vietnam & Bangladesh •Provided trading ideas and insight in the Greater China market •Summarized CLSA Best Research and Market News for clients •Traded China B, India, Frontier Markets including Pakistan, Sri Lanka, Vietnam & Bangladesh •Provided trading ideas and insight in the Greater China market •Summarized CLSA Best Research and Market News for clients



CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Sales Trader

  • Aug 2013 - Aug 2015

  •Execute and distribute verbal and written trade orders from clients; Manage more than 60 trade executions with dealers at the same time •Recommend and communicate with domestic and international (QFII) clients about trading strategy including Pair Trade, Scale, IS, Iceberg etc. •Research and interpret complex information quickly and accurately and provide investment recommendation •Process and explain the procedures of SHHK Connect for clients including trading and detailed operation work •Analyze equity, market and government daily news and write morning update and market recap reports of Greater China market; Monitor important information of Public traded company •Execute clients' trading orders to beat VWAP (Volume Weighted Average Price) benchmark •Explain A share IPO process and increase 80% IPO subscription •Monitor A/H discount and recommend trading ideas to clients •Expand product base for clients including structured product (150172 CH) and MMF (511990 CH & 511880 CH) Show less



Ashoka

• United States
• Civic and Social Organizations
• 500 - 600 Employee

• Finance Intern

  • Jan 2013 - May 2013

  •Wrote six monthly expense analysis report for Ashoka Changemaker •Conducted expense breakdown analysis in order to identify the month or department outliers to develop an optimal budget plan •Attended and took notes for the Team Retreat meeting and adviced for KPI in order to improve financial efficiency •Wrote six monthly expense analysis report for Ashoka Changemaker •Conducted expense breakdown analysis in order to identify the month or department outliers to develop an optimal budget plan •Attended and took notes for the Team Retreat meeting and adviced for KPI in order to improve financial efficiency



CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Trainee

  • Jan 2013 - Mar 2013

  •Provided and screened corporate updates for clients related to Suspension & Resume, IPO & refinancing and other financial data •Analyzed and presented Chinese market morning news and market recap to other colleagues •Assisted with two IPO projects by auditing provision and miscellaneous expenses •Helped to build a financial model to valuate Bengang Steel Plates Co., Ltd (CH : 000761) using DDM, DCF and other valuations •Provided and screened corporate updates for clients related to Suspension & Resume, IPO & refinancing and other financial data •Analyzed and presented Chinese market morning news and market recap to other colleagues •Assisted with two IPO projects by auditing provision and miscellaneous expenses •Helped to build a financial model to valuate Bengang Steel Plates Co., Ltd (CH : 000761) using DDM, DCF and other valuations



PwC

• Professional Services
• 700 & Above Employee

• Intern

  • Jul 2012 - Aug 2012

  •Prepared expense budget reports and recalculated all data for Bank of China (BOC) Bond offering Prospectus •Reconciled data from “Bancs” and Trial Balance for BOC, independently finished BOC group and five other branches •Linked “Master Data” to “Analytical Review”, completed two financial statement line items without supervision •Prepared expense budget reports and recalculated all data for Bank of China (BOC) Bond offering Prospectus •Reconciled data from “Bancs” and Trial Balance for BOC, independently finished BOC group and five other branches •Linked “Master Data” to “Analytical Review”, completed two financial statement line items without supervision



The Ohio State University

• United States
• Higher Education
• 700 & Above Employee

• Student Equity Analyst

  • Jan 2012 - Mar 2012

  •Conducted research, analyzed, and identified risks/opportunities in IT sector for $12m SIM Fund •Projected Apple future growth potential in one year using Discount Cash Flow Model •Exceeded the returns of the portfolio benchmark by adding 7800 shares of Oracle •Conducted research, analyzed, and identified risks/opportunities in IT sector for $12m SIM Fund •Projected Apple future growth potential in one year using Discount Cash Flow Model •Exceeded the returns of the portfolio benchmark by adding 7800 shares of Oracle