Experience

ICBC International

• Hong Kong
• Financial Services
• 200 - 300 Employee

• Equity Research Analyst - TMT

  • Jul 2021 - Present

  Hong Kong SAR •Published over 260 pages of research reports including initiation, in-depth research, industry outlook and company reports, updated financial models for covered companies and made projections accordingly • Hosted or attended over 50 hours of earnings conferences, NDRs, PDIEs, and other conferences of covered companies in TMT sector and make meeting minutes respectively • Conduct ad-hoc industry research and write other materials such as newspaper articles, letters, advice, and other… Show more •Published over 260 pages of research reports including initiation, in-depth research, industry outlook and company reports, updated financial models for covered companies and made projections accordingly • Hosted or attended over 50 hours of earnings conferences, NDRs, PDIEs, and other conferences of covered companies in TMT sector and make meeting minutes respectively • Conduct ad-hoc industry research and write other materials such as newspaper articles, letters, advice, and other reports for the ICBC headquarter and ICBC International management level • Answer corresponding questions from sales in morning meetings for covered companies and make comments on sector news Show less



BNP Paribas

• France
• Banking
• 700 & Above Employee

• Global Markets Sales Assistant

  • Feb 2020 - Apr 2021

  Hong Kong SAR • Assist sales on internal pricing and prepare marketing material and pre-trade template term sheets for Sales • Pass client order details to BNPP trading and booked 1000+ client trades and their hedges with trading • Send position recap, post-trade term sheets and make follow-up after execution on trades • Confirm post-trade details & booking and assist on internal and external enquires on post-trade booking and settlement issues.



NYIC (NEW YORK INTERNATIONAL CAPITAL, LLC)

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Investment Banking Analyst, Global Investment Banking Division, NYIC - NYIC NEW YORK INTERNATIONAL C

  • Dec 2019 - Feb 2020



Sagamore Investments

• Financial Services

• Summer Analyst

  • Jul 2019 - Dec 2019

  Hong Kong • Established cap tables and acquisition models to perform valuation of target companies as a member of three USD$300+ million Series A+/B transactions and drafted investment reports simultaneously under stress • Participated diligence meetings with start-up representatives and proposed insightful operation, industry and investment considerations and questions in the circumstances of Chinese markets and target companies • Responsible for performing competitor landscape analysis and… Show more • Established cap tables and acquisition models to perform valuation of target companies as a member of three USD$300+ million Series A+/B transactions and drafted investment reports simultaneously under stress • Participated diligence meetings with start-up representatives and proposed insightful operation, industry and investment considerations and questions in the circumstances of Chinese markets and target companies • Responsible for performing competitor landscape analysis and macroeconomy news update in Word/Excel Show less



Morgan Stanley Investment Management

• Off-Cycle Analyst Intern

  • Mar 2019 - Jun 2019

  Shenzhen, Guangdong, China • Researched fund portfolio investment performance and initiated efficient Python solutions for client statistics • Analyzed, compiled and maintained intraday fund product data from over 100 channels in Excel • Completed pitch books for fund roadshows and financial market updates cooperating with colleagues



Founder Securities Co., Ltd.

• United States
• Financial Services
• 100 - 200 Employee

• Equity Research Capstone Project

  • Feb 2019 - May 2019

  Hong Kong



CICC

• China
• Investment Banking
• 700 & Above Employee

• Wealth Management Project Intern

  • Feb 2019 - Mar 2019

  Shenzhen, Guangdong, China



Mighty Divine HK Limited

• Equity and Industry Reseach Intern

  • Oct 2018 - Jan 2019

  Cheung Kong Center, Central, Hong Kong Island Assist manager to complete industry analysis; Assist manager in office administration; Other ad hoc tasks assigned by manager.



Tencent

• China
• Software Development
• 700 & Above Employee

• Corporate Development Group Intern

  • Jan 2018 - Jun 2018

  Beijing City, China Intern of tencent security.