Experience

NewMargin Ventures

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

• Investment Manager

  • Nov 2020 - Present

  Project Due Diligence: On behalf of the investment team, conduct due diligence on the business of potential investment targets. Issue investigation reports based on the business, market and management team of the subject projects, screen high-quality projects and help the team and partners to make investment decisions. As of September 2022, I have led more than 20 due diligence projects, focusing on areas covering corporate services, digitalization, pan-consumer, etc. Among them, the portfolio project Maple Rental Car has successfully passed the board of directors after completing business due diligence in the year 2021. Our team has participated in both A1 and A2 rounds in 2021 and 2022. The company and has now entered B round. The overall return multiple is over 6 times, and the latest valuation has increased 15 times. Data analysis: Collecting financial data, business data and operational information disclosed by relevant companies in the market of the project company, establishing financial models and future business forecasts, completing the valuation of the project using valuation methods such as multiplier method, net asset method and DCF method, and visualising and organising them to support management's decision making. Post-investment management: Maintain data updates of over 20 post-investment projects of the team and assist in preparing documents needed for scenarios regarding new fund establishment, industrial fund cooperation, overseas ODI of invested companies, annual award evaluation of the group, etc. Full follow-up on one manager licence filing and three fund licence filings. Assisted in the establishment of Singapore ODI structure and application for EDB headquarter tax relief in the organizational structure update of two portfolio companies. Show less



Bank of Shanghai

• Banking
• 200 - 300 Employee

• Data Analyst intern

  • May 2019 - Aug 2019

  Design and test the analytical model of overdue probability of micro and small loan users in online banks. Based on the credit information of People's Bank of China with a sample size of 5000, organize the data through SQL and feed into the design model to analyze the variable factors that may lead to overdue. Design and test the analytical model of overdue probability of micro and small loan users in online banks. Based on the credit information of People's Bank of China with a sample size of 5000, organize the data through SQL and feed into the design model to analyze the variable factors that may lead to overdue.



Shenzhen Stock Exchange

• China
• Financial Services
• 1 - 100 Employee

• Derivatives Department Intern

  • Jun 2018 - Aug 2018

  Investigate mature market option products including Chicago Board Options Exchange, and derivative analysis to produce a feasibility report on options products of SZSE. Investigate mature market option products including Chicago Board Options Exchange, and derivative analysis to produce a feasibility report on options products of SZSE.