Experience

Shenwan Hongyuan Securities Co., Ltd.

• Capital Markets
• 200 - 300 Employee

• Investment Banking Analyst

  • Jan 2023 - Present

  • Conducted in-depth industry and company research to support business development and client pitches, and utilized a range of industry databases, market reports, and other research tools to gather relevant information on target industries and companies. • Built and maintained complex financial models to support IPOs, M&A transactions, and other corporate finance transactions: Developed financial models in Excel to analyze complex financial data, including revenue projections, cash flow forecasts, and debt schedules. • Utilized valuation techniques such as discounted cash flow analysis and comparable company analysis to assess the value of potential acquisition and investment targets then advise clients on pricing strategies. • Participated in deal negotiations and client meetings, contributing to discussions on valuation, deal structure, and other critical issues. Built strong relationships with clients and other stakeholders, and prepared pitch books, presentations, and other marketing materials for roadshows. Show less



Bank of China

• Banking
• 700 & Above Employee

• Financial Analyst Intern

  • Apr 2022 - Aug 2022

  • Used SQL and R to collect data then analyzed and compared the stock portfolio returns under different trading strategies in the stock market. • Conducted macroeconomic factor analysis and collected the latest macroeconomic data such as GDP, CPI, and unemployment rate, then analyzed their impact on stock market index by regression. Compiled 8 analysis reports. • Perform data visualization with tableau, and R language based on collected data, monitored the output, and conducted reports using the results. • Document research results and provide necessary internal reports to partner organizations and present them at weekly meetings. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Financial Analyst Intern

  • Sep 2021 - Dec 2021

  • Responsible for product research and development of the Deloitte Intellectual Stocks’ Risk Analyzation project, used SQL, excel to collect and analyze data of the stock market. • Conducted regression analysis by using Python and optimize the data model with a 10% improvement on the final accuracy. • Collected and analyzed financial data of the investment banking companies and conducted industry reports on the industry. Presented industry reports and offered recommendations which resulted in better decision-making for senior management. Show less



国创至辉NVA Capital

• Shanghai, China

• Summer Intern

  • Jun 2020 - Oct 2020

  • Involved in the full life cycle of private equity investment process which includes industry research, financial analysis, company valuation, term sheet drafting and post-investment management. •Conducted industry research reports of upcoming investment projects in related fields such as semiconductor, Internet of things and new energy, and prepared for the launch of investment projects. • Deeply participated in the due diligence work of investment projects such as Shanghai Shenzhong Intelligent, Afadi Intelligent Library, and AI speech, investigated the company's operation and equity condition, and participated in the interview of CFO of the project companies with investment manager. • Responsible for post-investment management of Zongxing technology. Investigated the company's business situation and discuss the future operation strategy. The company recently announced the completion of hundreds of millions of yuan B+ round of financing, led by Lenovo Venture Capital, light Yue investment respectively. Show less