Experience

融通基金管理有限公司

• China
• 1 - 100 Employee

• Investment Manager

  • Jun 2016 - Present

  Cover consumer sectors in H-share and some Chinese ADRs, including catering, education, sportswear, and property management Identify stock-return drivers, generate stock ideas Generate deep-dive reports on industry and individual companies, demonstrating fundamentals, valuations, upcoming catalysts, etc. Monitor changes and comment when necessary Build and maintain financial models in various methods for different sectors; build model templates for internal research team Attend company visits, company calls, industry conferences, and expert calls; build extensive connections with company executives and industry experts Build up databases to monitor multiple industries, timely update databases to track industry trends Coordinate with compliance, risk control, product, BD team to facilitate complete process of setting up, managing, and terminating QDII SMAs; evaluate portfolio holdings and report performance review directly to investment committee Familiar with QDII investment and regulatory policy Show less



广州证券股份有限公司

• China
• Capital Markets
• 1 - 100 Employee

• 实习生

  • Sep 2015 - Apr 2016

  Participate in due diligence and execution of A-share company equity placement and IPO Conduct market research, comparable analysis etc. for pitch books Participate in due diligence and execution of A-share company equity placement and IPO Conduct market research, comparable analysis etc. for pitch books