Bio
Credentials
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Bloomberg Market Concepts
BloombergJan, 2024- Apr, 2026
Experience
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Taihill Venture
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Beijing, China
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Investment Analyst Intern
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Jun 2023 - Aug 2023
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Beijing, China
Conducted industry reports on cutting-edge technologies including semi-conductors, new-material membranes, and AI-driven SaaSResearched an aerospace company by conducting due diligence on the key financials and supply chain mechanisms with major contractsManaged risks by structuring capital tables for USD 3 MM capital raising to ensure the exit opportunity for the firmCreated an overview of the competitive landscape for the project company and identified its potential leads in the market
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Broadhead Analytics
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New York, United States
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Data Analytics Intern
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Jul 2022 - Aug 2022
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New York, United States
Delivered 3 projects of data analysis by devising business strategies for ongoing projects in oil, healthcare, and raw product industries, with developing dashboards in Tableau to lecture insights and business solutions for clients, which aids the sales team in closing dealsAccomplished crude oil production data analysis offered by clients, and visualized 10+ sets of acquired data with geographical heat maps by country after data cleaning to show correlations among global market datasetsExecuted seasonal decompose models using Python to identify trends and seasonality in time series dataExamined injury death data to identify leading causes of injury & deaths by intent and mechanism, leveraged correlation models with sex and age group, recommending solutions based on findings
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Grower Venture Capital
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Guangzhou, Guangdong, China
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Investment Analyst Intern
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Jun 2021 - Aug 2021
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Guangzhou, Guangdong, China
Utilized databases such as WIND and Choice to extract information from 5 target companies for further analysisDrove initiatives for fund establishment and collaborative strategies, and helped apply for a government incentive of USD 70 MMResearched target companies' business models and possible credit risks by reviewing business proposals, analyzing financial statements, and conducting due diligence with interviews in compliance with the local policiesPerformed a Fama-French-based risk analysis on 3 ongoing investment projects by drafting risk analysis reports to assess feasibilityProposed data-driven investment recommendation reports in electronic and educational industries
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China Guangfa Bank
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Guangzhou, Guangdong, China
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Corporate Finance Intern
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Jan 2021 - Feb 2021
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Guangzhou, Guangdong, China
Coordinated banking services (money deposit/withdrawal, remittance, and debit/credit card services) to 50+ customers, and helped devise wealth management strategies and assess clients' risk preference and toleranceDeveloped a database with dynamic dashboards to cluster client information and track investment portfolios for pitching investment plansImplemented new features in digital documents with Python stack to achieve auto data update with high efficiency
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Education
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2023 - 2024Columbia University
Master of Science - MS, Financial Engineering -
2019 - 2023University of Rochester
Bachelor's degree, Financial Economics, Joint BA in Mathematics and Statistics
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