Experience

• 

  Greenwoods Asset Management

  • Shanghai City, China

  • Director, Trading

    • Apr 2015 - Present
    • Shanghai City, China

• 

  Harlyn Investment Management Co

  • PE Analyst

    • Nov 2014 - Jan 2015

• 

  Enterprise Solutions International, LLC

  • Rochester, New York Area

  • Associate Management Consultant - Intern

    • Feb 2014 - Nov 2014
    • Rochester, New York Area

    Helped small and medium enterprises with financial approaches to enter or expand the Rochester market.Built up financial accounting systems for an urban grocery store and defined the scope of the store expansion, leading to a renewed interest in financing and investment in the assets of a community that had been previously dismissed by traditional sources.Made financial forecasts for a proposed capital development plan in midtown Rochester and created expansion alternatives for the plan to minimize costs and risks.Provided financial solutions for a non-profit organization to develop real estate and education businesses in the northeast quadrant of Rochester; constructed pro-forma financial statements to help the non-profit organization apply for development grants.

• 

  Bain & Company

  • Part Time Associate

    • Jul 2012 - Dec 2012

    Constructed a financial model to estimate credit card interest income in the Chinese market for the world’s largest credit card issuer.Analyzed financial statements of over 70 annual reports from Chinese banks and interviewed over 300 customers and competitors to explore income opportunities on credit cards, online-payments, and travelling & entertainment services.The only undergraduate associate assigned to the Wealth Management Project Proposal for one of the three currency printing banks in Hong Kong.Analyzed financial statements of over 40 annual reports from the top 9 Hong Kong banks and analyzed regulation changes for banks in Hong Kong from 2007 to 2012 to detect income opportunities in the Hong Kong market.

• 

  Huaxia Bank, China

  • Summer Analyst

    • Jul 2011 - Sep 2011

    Initiated the financial model for Huaxia Bank Credit Card Center to test the utilization of credit card application forms.Drafted additional contract worth $130,720 with Pizza Hut on credit card promotional activities and supervised all 31 Huaxia Bank branches in China on shopping mall promotional activities.

• 

  China Minzu Securities

  • Summer Analyst

    • Jul 2010 - Sep 2010

    Performed fundamental and technical analysis of the performance of Chinese A Share stocks.Made weekly stock recommendations to investors.