Senior Associate

• Mar 2021 - Present

1. IPO project due diligence: Financial analysis and Industry research. 2. Administrative task: Pitch book drafting, Project rendering and Project management. 3. Experience: Participating as an important member in 1 main board IPO Project, 1 STAR convertible bond Project and 1 GEM IPO Project. 1. IPO project due diligence: Financial analysis and Industry research. 2. Administrative task: Pitch book drafting, Project rendering and Project management. 3. Experience: Participating as an important member in 1 main board IPO Project, 1 STAR convertible bond Project and 1 GEM IPO Project.

Investment Banking Summer Analyst

• Jul 2020 - Sep 2020

Investment Banking Summer Analyst

• Jun 2019 - Aug 2019

1. Convertible Bond Project of Fu An Ltd.: Performed the pre-due diligence work on the company and wrote the feasibilitystudy report on the issuance of convertible bond based on the company's financial status (ROE, Net Assets, OperatingIncome, Accumulated Income, etc.) and field investigation results. 2. IPO Project of Spicy Apple Ltd.: Conducted pre-due diligence work on the company and wrote the IPO feasibility studyreport based on corporate background information, equity structure, financial statement, management condition, industrytrend and potential risks. Show less

Research Assistant Intern

• Sep 2018 - Dec 2018

1. Data collection & reorganization: Made use of Wind, Pitchbook, Bloomberg and Salesforce to search and reorganize thefinancial data of GPs and LPs; 2. Due diligence：Assisted the supervisor in performing the due diligence and financial analysis for client companies. 3. Achievement: Participated in the entire process of establishing the partnership between Panda Capital and LPs. 1. Data collection & reorganization: Made use of Wind, Pitchbook, Bloomberg and Salesforce to search and reorganize thefinancial data of GPs and LPs; 2. Due diligence：Assisted the supervisor in performing the due diligence and financial analysis for client companies. 3. Achievement: Participated in the entire process of establishing the partnership between Panda Capital and LPs.

Credit Rating Analyst Intern

• May 2017 - Jul 2017

1. Due Diligence: Collected financial information (stock price, TTM PE, ROA, ROE) for an important client to analyze thefinancial status and conducted field investigation on corporate governance, business operations, R&D investment and R&Dproject progress. Completed the due diligence report for the supervisor. 2. Credit Research: Reviewed corporate profiles including accounts history, financial statements in past three years and credithistory to conduct the credit research of companies and decide the credit risk level . 3. Achievement: Drafted a 15-page credit investigation report for one local company and gave the credit rating score. Show less

Fixed Income Analyst Intern

• Jun 2016 - Jul 2016

1. Credit Analysis: Made use of Python and Wind database to collect and process domestic and foreign market data in termsof currency and bonds. Assisted the investment manager in completing research and analysis to write research reports.Drafted the credit research report for targeted companies from Macro, Meso and Micro levels. 2. Financial Bonds Research: Processed and compared data of bond issuance in the past 5 years of 15 financial institutionsthrough database by utilizing the Excel in VBA and Python; Drafted the research report of these bonds. Show less