Experience

CITIC Securities

• China
• Investment Banking
• 100 - 200 Employee

• Research Intern

  • Jun 2023 - Present

  • Research on the competitiveness of the company, main business disassembly, performance evaluation, profit prediction and valuation. • Research on supply and demand levels such as breeding introduction and consumption, tracking of daily and monthly price levels upstream and downstream, cost evaluation and profit comparison of various links in the industrial chain, market competition and recommendation of investment targets, external factors such as collection, release, storage, import and export, global situation, epidemic situation, etc. • Daily database maintenance, industry tracking and daily report, company performance tracking and financial report review. Show less



Haitong Securities

• China
• Investment Banking
• 400 - 500 Employee

• Research Assistant

  • Nov 2021 - Feb 2022

  Assist researches in green energy industry and related companies and participate in the daily management and sales activities. Responsible for writing research reports and summarizing investment logic. Prepare PPT and other roadshow materials, hold investment meetings and roadshows, and help clients determine investment objects. Assist researches in green energy industry and related companies and participate in the daily management and sales activities. Responsible for writing research reports and summarizing investment logic. Prepare PPT and other roadshow materials, hold investment meetings and roadshows, and help clients determine investment objects.



Essence Securities Co., Ltd

• China
• Investment Banking
• 200 - 300 Employee

• Research Assistant

  • Oct 2021 - Nov 2021

  Assist researches in mechanical industry, focusing on photovoltaic and wind power fields. Collect industry and company data through WIND and other channels, and form preliminary views and help draft reports. Responsible for daily communication with the company's managers, and preparation of PPT and other roadshow materials. Assist researches in mechanical industry, focusing on photovoltaic and wind power fields. Collect industry and company data through WIND and other channels, and form preliminary views and help draft reports. Responsible for daily communication with the company's managers, and preparation of PPT and other roadshow materials.



BDA

• Investment Management
• 100 - 200 Employee

• Consultant

  • Sep 2021 - Oct 2021

  Mainly responsible for desktop research, collecting consumer industry and company information and conducting in-depth research based on data, and assisting market entry and other research reports. Check and translate related contracts, participate in key meetings of companies and make notes and prepare the proposal for the consulting project. Mainly responsible for desktop research, collecting consumer industry and company information and conducting in-depth research based on data, and assisting market entry and other research reports. Check and translate related contracts, participate in key meetings of companies and make notes and prepare the proposal for the consulting project.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Assurance Intern

  • Dec 2020 - Mar 2021

  Participate in the annual audit of Taikang Life Insurance, responsible for control tests of branches, as well as the initial evaluation of intangible assets. Review insurance processes, implement analytical review, reasonable test and other substantive procedures, and ensure the accuracy of intangible asset residual value amortization. Discover and report several control risks, write management proposals, and help improve customer management. Also responsible for checking and verifying bank letters and original investment contracts, and writing IFRS reports and PRC reports. Show less



Zhong Yuan Bank

• Beijing, China

• Finance Manager

  • Jul 2020 - Aug 2020

  Mainly responsible for customer communication, private products management and investment. Evaluate the preference of customers, use VBA and STATA to conduct asset management and portfolio analysis. Communicate with managers of the enterprise, negotiate to solve financial and investment problems. The monthly yield of managed gold products is 10%. Mainly responsible for customer communication, private products management and investment. Evaluate the preference of customers, use VBA and STATA to conduct asset management and portfolio analysis. Communicate with managers of the enterprise, negotiate to solve financial and investment problems. The monthly yield of managed gold products is 10%.