Experience

Bopu Asset

• China
• IT Services and IT Consulting
• 1 - 100 Employee

• Investment Manager

  • Jun 2020 - Present



Winning Venture Capital

• Shenzhen, Guangdong, China

• Investment Analyst

  • Sep 2017 - Jun 2020

  • Engaged in discovering, analyzing and capturing potential investment opportunities in healthcare industry by conducting massive research, building models and completing due diligence. • Preparing and presenting bi-weekly industry reports to firm’s investment team about healthcare industry to increase and deepen our knowledge and create insights of current changes and reforms. • Deeply involved in multiple M&A transactions with investment amount of more than 200 million RMB. • Continuing writing articles for firm’s official Wechat account to illustrate my insights and analysis, and one of my original articles has more than 4000 views. Show less



PURE Insurance

• United States
• Insurance
• 700 & Above Employee

• Appointment and Licensing Data management

  • Oct 2016 - Jun 2017

  • Integrated internal confidential data into an external licensing system (Vertafore) to achieve the automation of licenses monitoring and Appointments renewal for insurance producers and brokerages. As a result of the integration, the company can identify potential compliance risks and avoid regulation penalties. • Trained new employees in our team to use the new system and organized meetings with management team to provide viable solutions to issues found. • coordinated with marketing managers to resolve problems of unappointed producers and brokerages. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Due Diligence Intern

  • Jun 2014 - Jul 2014

  • Engaged in an M&A transaction in healthcare industry and being responsible for reviewing tax regulation and government subsidies and discovered subsidies that were not applicable in the following years. • Reported red flags to the Senior manager and assisted her to prepare client presentations. • Completed assigned tasks in a timely manner and helped other colleagues. • Engaged in an M&A transaction in healthcare industry and being responsible for reviewing tax regulation and government subsidies and discovered subsidies that were not applicable in the following years. • Reported red flags to the Senior manager and assisted her to prepare client presentations. • Completed assigned tasks in a timely manner and helped other colleagues.