Experience

Taikang Asset Management

• Financial Services
• 100 - 200 Employee

• Vice President

  • Jul 2015 - Present

  - Conduct due diligence reviews thoroughly by using appropriate internal and external resources - Prepare and review comprehensive financial models for potential investment proposals - Interact and communicate with target companies on legal terms in various transaction documents - Assist in preparing and recommend complex files to internal investment committees - Develop, train and coach junior team members through challenging and meaningful opportunities - Conduct due diligence reviews thoroughly by using appropriate internal and external resources - Prepare and review comprehensive financial models for potential investment proposals - Interact and communicate with target companies on legal terms in various transaction documents - Assist in preparing and recommend complex files to internal investment committees - Develop, train and coach junior team members through challenging and meaningful opportunities



Sunshine Insurance Group

• China
• Insurance
• 100 - 200 Employee

• Associate

  • Dec 2012 - Jul 2015

  - Perform comprehensive financial statement analysis and forecasting in financial models - Conduct detailed market and industry research and business valuations - Assist in the evaluation, structuring and implementation of appropriate investment solutions - Support deal execution efforts with increasing levels of responsibility and accountability over time - Perform comprehensive financial statement analysis and forecasting in financial models - Conduct detailed market and industry research and business valuations - Assist in the evaluation, structuring and implementation of appropriate investment solutions - Support deal execution efforts with increasing levels of responsibility and accountability over time



Santander

• Spain
• Banking
• 700 & Above Employee

• Analyst

  • Oct 2011 - Dec 2012

  - Draft pitch books, teasers, confidential information memorandums and other finance documentation - Execute in-depth fundamental analysis of companies and industries for corporate clients - Perform internal performance forecasts and liquidity analysis - Assist senior investment bankers in preparation of strategic plans - Prepare various accurate and timely reports and information related to European equity market - Draft pitch books, teasers, confidential information memorandums and other finance documentation - Execute in-depth fundamental analysis of companies and industries for corporate clients - Perform internal performance forecasts and liquidity analysis - Assist senior investment bankers in preparation of strategic plans - Prepare various accurate and timely reports and information related to European equity market



China Minsheng Banking Corp.ltd

• China
• Financial Services
• 700 & Above Employee

• Credit Risk Analyst

  • Jun 2011 - Sep 2011

  • Appraise client credit risk prior to loan issuance • Assess financial stability and risk of target companies • Appraise client credit risk subsequent to loan issuance • Appraise client credit risk prior to loan issuance • Assess financial stability and risk of target companies • Appraise client credit risk subsequent to loan issuance



China Construction Bank

• Banking
• 700 & Above Employee

• Financial Accountant

  • Jul 2010 - Nov 2010

  • Perform cost accounting for CCB’s commercial bank • Measure costs on multiple dimensions and analyzed profitability of production • Balance the budget for the responsibility center and managed overall-costs • Perform cost accounting for CCB’s commercial bank • Measure costs on multiple dimensions and analyzed profitability of production • Balance the budget for the responsibility center and managed overall-costs