Experience

iResearch

• United States
• Market Research
• 100 - 200 Employee

• Research Consultant

  • Apr 2018 - Present

  Provide independent IPO industry consultant service for a number of new-economy companies to be listed in Hong Kong and the United States, draft customized industry research reports to help investors understand the industry and investment value of the company, mainly covering wealth management, fintech and new e-commerce industries. Conduct financial advisory service for new-economy companies, better present the industry status, future prospects and company advantages to investors and connect potential investors and client companies for further negotiation. Show less



KPMG China

• Hong Kong
• Financial Services
• 700 & Above Employee

• Consultant

  • Oct 2015 - Apr 2017

  Conduct commercial due diligence (CDD) for a the Hong Kong and Shanghai Banking Corporation, build 30+ company profiles for SOE, MNC and financial service clients which involves financial statement analysis, ownership structure, transactions, client screening, etc. Conduct audit and internal control service for China Unicom, Oriental Securities, GTJA-Allianz Fund, GDS, Sanjiang Shopping Club, etc. Conduct commercial due diligence (CDD) for a the Hong Kong and Shanghai Banking Corporation, build 30+ company profiles for SOE, MNC and financial service clients which involves financial statement analysis, ownership structure, transactions, client screening, etc. Conduct audit and internal control service for China Unicom, Oriental Securities, GTJA-Allianz Fund, GDS, Sanjiang Shopping Club, etc.



The Johns Hopkins University

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Mar 2013 - May 2014

  Focused on collecting China's economic data and analyzing information from open sources including international organizations, financial journalism and major think tanks. Established links with think tanks like the Peterson Institute of International Economics and Shanghai Academy of Social Sciences Focused on collecting China's economic data and analyzing information from open sources including international organizations, financial journalism and major think tanks. Established links with think tanks like the Peterson Institute of International Economics and Shanghai Academy of Social Sciences



China Soft Capital

• China
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Investment Department Intern

  • Aug 2013 - Oct 2013

  Helped reviewing company information and analyzing a company in natural gas equipment manufacturing industry Collected market data by site visiting to three pharmaceutical stores, beauty stores and interview with industry practitioners to help investment decision-making by management team. Helped reviewing company information and analyzing a company in natural gas equipment manufacturing industry Collected market data by site visiting to three pharmaceutical stores, beauty stores and interview with industry practitioners to help investment decision-making by management team.