Experience

TMX Group

• Canada
• Financial Services
• 700 & Above Employee

• Risk Management Analyst

  • Nov 2018 - Present

  Toronto, Ontario, Canada



Allied Millennial Partners, LLC.

• United States
• Capital Markets
• 1 - 100 Employee

• Equity Research Intern

  • Jun 2018 - Aug 2018

  New York, New York • Performed financial analysis and due diligence for companies in Health Care and Technology industries by studying market trends, industry research, daily stock research, compliances and regulations, competition pattern, and macroeconomic data • Forecasted company growth rate by assessing SEC filings and industry trends, and applied financial modelling, discounted cash flow (DCF) model or comparable model to evaluate potential investment opportunity to the stock • Opened accounts for… Show more • Performed financial analysis and due diligence for companies in Health Care and Technology industries by studying market trends, industry research, daily stock research, compliances and regulations, competition pattern, and macroeconomic data • Forecasted company growth rate by assessing SEC filings and industry trends, and applied financial modelling, discounted cash flow (DCF) model or comparable model to evaluate potential investment opportunity to the stock • Opened accounts for remote trading clients, discussed details of the stocks and industry that interest clients, update current news and major recommendations of the stock market • Assigned as lead intern in preparing equity research reports for stocks within a new industry each week with a daily presentation to supervisor; Excel V-Lookup and pivot tables used extensively to produce clean spreadsheet • Utilized multiple databases such as Bloomberg, Capital IQ, IBIS World and Reuters etc. Show less



31st Capital Group LLC

• Investment Analyst Intern

  • Oct 2017 - Dec 2017

  Washington D.C. Metro Area • Reached out to over 200 C- level executives regarding potential deals on monthly basis, ~10% of contacts expressed interests and on-site visits were arranged to discuss deal proposals • Calculated gross/ net IRR, NPV, DCF, investment leverage ratios, water flow calculations and investment multiples for a Fintech company with revenues of $16mm and EBITDA of $1.5M • Streamlined data parsing and database writes using scheduled VBA scripts to ensure accuracy of investor information and… Show more • Reached out to over 200 C- level executives regarding potential deals on monthly basis, ~10% of contacts expressed interests and on-site visits were arranged to discuss deal proposals • Calculated gross/ net IRR, NPV, DCF, investment leverage ratios, water flow calculations and investment multiples for a Fintech company with revenues of $16mm and EBITDA of $1.5M • Streamlined data parsing and database writes using scheduled VBA scripts to ensure accuracy of investor information and track contact status; the new methods reduced manual data processing and completes in under one hour • Consolidated findings from the budget model which includes sales growth/cost margins analysis, P&L analysis and Variance/Scenario Analysis for potential deals with recommendations in a final report sent to investors Show less



Hyde Park Investment Services, Inc.

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

• Investment Analyst Intern

  • Jun 2017 - Sep 2017

  Washington D.C. Metro Area • Evaluate client companies using financial data analysis metrics (ROA, ROE, Leverage, capex spends), and prepare DCF model, payback period, SWOT, market position, and comparable company analyses to develop recommendations for management team • Worked with senior bankers to successfully negotiate a $27mm deal for a global aerospace defense company and a $15mm deal for a telecommunications company by performing due diligence, preparing information memoranda, and assisting with… Show more • Evaluate client companies using financial data analysis metrics (ROA, ROE, Leverage, capex spends), and prepare DCF model, payback period, SWOT, market position, and comparable company analyses to develop recommendations for management team • Worked with senior bankers to successfully negotiate a $27mm deal for a global aerospace defense company and a $15mm deal for a telecommunications company by performing due diligence, preparing information memoranda, and assisting with negotiations • Constructed an ideal term sheet to ensure a value creating solution; identified 5 public comparable companies and prepared public comps memo which was used by senior bankers to determine the company’s valuation Show less



Bank of Shanghai

• Banking
• 200 - 300 Employee

• Summer Analyst – Risk Management

  • Apr 2016 - Aug 2016

  Shanghai City, China Assessed credit risks and repayment ability through multiple perspectives: analyzing financial statements, reviewing operating performance, examining cash flow management, checking historical legislations records and management background • Supported in the late-stage due diligence process through performing site visits and conducting conference calls • Understood the use of proposed credit facilities, examined the value of the collateral assisted to structure the credit arrangement •… Show more Assessed credit risks and repayment ability through multiple perspectives: analyzing financial statements, reviewing operating performance, examining cash flow management, checking historical legislations records and management background • Supported in the late-stage due diligence process through performing site visits and conducting conference calls • Understood the use of proposed credit facilities, examined the value of the collateral assisted to structure the credit arrangement • Followed up with clients regularly after financial close, monitored performance of portfolio companies against credit terms and covenants and identified changes in financial condition, providing regular update to ensure the repayment of the credit facility Show less



Haitong Securities

• China
• Investment Banking
• 400 - 500 Employee

• Summer Rotational Analyst

  • Apr 2015 - Aug 2015

  Harbin, China



Agricultural Bank of China

• Banking
• 700 & Above Employee

• Financial Representative

  • May 2014 - Aug 2014

  Harbin, China