Experience

CTIC Capital

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • Jun 2016 - Present

  Palo Alto, CA •Conducted targeted company evaluations and industry research (specific to healthcare and technology) •Assisted in the creation of pitch decks and presentations for potential clients •Developed and maintained database for investors, industry experts, and leading companies



Darwen Fenner Student Managed Fund

• Portfolio Analyst

  • Jan 2016 - Present

  New Orleans • Analyzed S&P 600 stocks and gave investment decisions on each stock with 26 selected students for $700,000 small-cap fund. • Conducted fundamental analysis for the healthcare sector, and developed a stock screening model founded in advanced academic theory to identify the undervalued stocks • Extracted data from Bloomberg and used excel to optimize portfolio, which is designed to maximized expected return with market level or lower risk • Presented sector analysis and selection… Show more • Analyzed S&P 600 stocks and gave investment decisions on each stock with 26 selected students for $700,000 small-cap fund. • Conducted fundamental analysis for the healthcare sector, and developed a stock screening model founded in advanced academic theory to identify the undervalued stocks • Extracted data from Bloomberg and used excel to optimize portfolio, which is designed to maximized expected return with market level or lower risk • Presented sector analysis and selection process, and gave buy and sell recommendations on behalf of healthcare sector team Show less



Freeman Reports

• United States
• Financial Services

• Equity Analyst

  • Jan 2016 - Present

  Greater New Orleans Area • Produced a sell-side analyst report for the Chesapeake Energy Company, which included qualitative and quantitative component to support investment thesis for the publicly traded firm • Conducted a detailed research on E&P Industry and Built an Excel modeling to forecast 12-month profit and cost of Chesapeake with sensitive analysis under different scenario • Applied fundamental analysis and valuation model to convey a completed sell-side analyst report with 3 team members



Tulane University

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Sep 2015 - Present

  Greater New Orleans Area • Collected the long-term incentive compensation plan of more than 500 companies from DEF-14a and 10-k files and classified whether compensation awards are contingent on long-term accounting performance by MAP rules • Compiled and analyzed a master database of CEO’s compensation by Excel Macro to identify the long-term performance-based awards , corrected the more than 300 mismatched data and set up a database including 600 records for professor’s project



Industrial and Commercial Bank of China

• China
• Banking
• 700 & Above Employee

• Corporate Business Analyst

  • Feb 2014 - May 2014

  Xiamen, Fujian, China • Analyzed and sorted more than 10 companies’ notes payables, taxes and house accumulation fund loan, maintained relationship with the clients and reported information changes in daily transaction to senior managers • Audited client data and conducted financial statement analysis by comparing solvency and liquidity with peers companies to assess 4 lender companies’ repayment ability

• Marketing Assistant

  • Jul 2012 - Aug 2013

  Wuhan, Hubei, China • Learned work procedures and visited companies to understand their demands • Analyzed the first-hand information I collected and gave reasonable suggestions on financial product design



AXA Hong Kong

• Hong Kong
• Insurance
• 400 - 500 Employee

• Financial Service Consultant

  • Jul 2012 - Aug 2012

  Hong Kong • Led a group of 4 people to identify advantages and disadvantages of 3 insurance products, and conducted a 6 pages report and a presentation in a day. Solved inquires and communicated effectively with customers to facilitate monthly reporting processes. • Analyzed potential return and risk of financial products by Discounted Cash Flow models and customized recommendations for different customer groups with different risk preference.