Experience

NewOak Capital

• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst

  • 2012 - Present

  Greater New York City Area



Corinthian Partners L.L.C.

• United States
• Investment Banking
• 1 - 100 Employee

• Alternative Investment Analyst

  • 2011 - 2012

  Greater New York City Area • Build comprehensive spreadsheet to evaluate over 500 hedge fund managers' monthly and daily performances based on Sharpe ratio, standard deviation, annualized return and other criteria • Create and continually develop a model to benchmark fund managers to the Corinthian Index, HFRI Indices and S&P 500 • Gather, update and manage monthly fund reports and compile statistics based upon information received from fund managers • Update department website, add a new query function to… Show more • Build comprehensive spreadsheet to evaluate over 500 hedge fund managers' monthly and daily performances based on Sharpe ratio, standard deviation, annualized return and other criteria • Create and continually develop a model to benchmark fund managers to the Corinthian Index, HFRI Indices and S&P 500 • Gather, update and manage monthly fund reports and compile statistics based upon information received from fund managers • Update department website, add a new query function to assist investors building portfolios Show less



International Alliance Associates

• Associate

  • 2010 - 2011

  • Created MySQL database to consolidate databases in various formats • Improved the accuracy and the time consumption for each query by over 50% with a new database structural design • Maintained contact with more than 50 clients for investment opportunities including Facebook IPO, Greenjets, Saudi Arabia Oil plants construction and GWACS Defense projects



Western China Human Resources Development Foundation Strategic Resource Research Institute

• Analyst

  • 2010 - 2010

  • Modified the Chinese government approved "Resource Space" model and analyzed its applications • Expanded the range of application of the model by integrating an index system for evaluating a country's competitiveness to the improved model • The work is included in the latest edition textbook for publication • Utilized bilingual skills to assist interview examiners selecting job candidates and to assist textbook translation



China Merchants Securities Co., Ltd.

• China
• Financial Services
• 500 - 600 Employee

• Investment Banking Analyst

  • 2009 - 2010

  • Conducted in-depth research on various manufacturing industries related to pressure vessel product to analyze the competitive environment for the client • Reviewed and verified over 40 patent properties, licenses, and over 400 products for manufacturing permitted by law • Built databases to record clients' sales performance and procurement contracts for over 20 projects • Evaluated operational performance of the client and produced SWOT analysis for the underwriter to… Show more • Conducted in-depth research on various manufacturing industries related to pressure vessel product to analyze the competitive environment for the client • Reviewed and verified over 40 patent properties, licenses, and over 400 products for manufacturing permitted by law • Built databases to record clients' sales performance and procurement contracts for over 20 projects • Evaluated operational performance of the client and produced SWOT analysis for the underwriter to review • Created and organized PowerPoint presentation to explain the IPO procedures for the client • Actively participated in the process of creating prospectus under the supervision of project underwriters, mainly responsible for summarizing data gathered from accountants, product managers and lawyers Show less



Simon Murray and Company

• Hong Kong
• Investment Management

• Summer Analyst

  • 2008 - 2008

  • Conducted market and industry research •Monitored stocks in SMC portfolio, performed data analysis and valuations •Gained hands-on experience on Bloomberg terminal



Build Form Design

• Summer Intern

  • 2005 - 2005

  • Communication with clients and suppliers. • Reorganizing files and architectural drafts. • Assisted on a construction field inspection in Shenzhen, China. • Gained hands-on experience on AutoCAD software package.



Merck Sharp & Dohme (MSD) Hong Kong, Hong Kong

• Summer Intern

  • 2004 - 2004

  Human Resources Department • Assisted in organizing conferences. • Developed presentations for conferences. • Responsible in reorganizing files in HR department. • Assisted in creating new database HR department.