Experience

Sino-Ocean Capital

• China
• Investment Management
• 1 - 100 Employee

• Investment Manager

  • Dec 2017 - Present



嘉合基金管理有限公司

• China
• 1 - 100 Employee

• Bond Trader

  • May 2017 - Dec 2017



China-U.S. Forum 华盛顿中美论坛

• Non-profit Organization Management
• 1 - 100 Employee

• Associate Operation Manager

  • Nov 2015 - Dec 2016

  • Arranged speakers’/VIP guests’ schedule during the forum days; • In charge of all the volunteers’ recruiting and training; • Initiated collective efforts and created an Excel script to optimize the workflow of the whole team. • Arranged speakers’/VIP guests’ schedule during the forum days; • In charge of all the volunteers’ recruiting and training; • Initiated collective efforts and created an Excel script to optimize the workflow of the whole team.



中泰证券股份有限公司

• China
• Investment Banking
• 1 - 100 Employee

• Investment Banking Summer Analyst

  • May 2016 - Sep 2016

  • Collaborated with 2 other research analysts, writing the lithium battery market reports by collecting and verifying the data, which provided a guidance for the debt issuing team; • Implemented statistical analysis including regression analysis in STATA to analyze the correlation between stock returns and over fundamental and technical factors such as market cap, P/E ratio and trading volume, which increased the Sharp Ratio of the value-investment portfolio by 11%; Participated in industry level reviews with primary issuance processes and secondary market opportunities Show less



Bank of China

• Banking
• 700 & Above Employee

• Summer Internship

  • May 2014 - Sep 2014

  • Got a deep understanding about the operation process of Forex Sale and Purchase Business and contributed to improvement the inner bank efficiency by sharing accurate information among departments; • Cooperated with local radio station, broadcasting daily financial market reports; • Arranged daily meetings and sorted meeting documents to ensure company is well organized. • Got a deep understanding about the operation process of Forex Sale and Purchase Business and contributed to improvement the inner bank efficiency by sharing accurate information among departments; • Cooperated with local radio station, broadcasting daily financial market reports; • Arranged daily meetings and sorted meeting documents to ensure company is well organized.