Experience

China Renaissance 华兴资本

• China
• Investment Banking
• 200 - 300 Employee

• Investor Relationship Director

  • Feb 2020 - Present



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Equity Research (China Financials)

  • Jul 2015 - Jan 2020

  Vice President Vice President



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Equity Research (China Financials)

  • Sep 2013 - Jun 2015

  Associate, Banks & Financial Services (China) Team, Equity Research • Covered 10 banks, 3 brokers, 1 financial leasing and 1 distressed asset management company in the 2-person team • Contributed to 200+ published reports on Chinese financial sector since September 2013 – Composed sections in the initiation reports of Huishang Bank, Harbin Bank, Industrial Bank, Citic Securities, Haitong Securities, Huatai Securities, Far East Horizon and Cinda Asset Management • Updated and maintained financial models, industry databases as well as comp sheet for Chinese banks and brokers on a daily basis Show less



RBS

• United Kingdom
• Banking
• 700 & Above Employee

• Associate

  • Aug 2010 - Jul 2013

  Associate, Financial Institutions Group, Investment Banking Department • Advised a Chinese bank’s attempted acquisition of a small-scale Hong Kong life insurance company • Advised a global PE firm’s attempted minority stake acquisition of a leading Chinese life insurance company – Prepared financial modeling based on the physical data room in Beijing • Advised RBS’ US$7.3 bn sale of RBS Aviation to SMFG – Created analysis for potential investors and their cost of funding • Seconded to London office from July to December 2011 (FI Corporate Finance team) – Advised a UK life insurance company on its contemplated acquisition of a peer – Participated in the planned stake sale of a UK asset management company • Concurrently functioned as a junior coverage banker focusing on China FIG clients since January 2012 – Frequently met with clients alongside senior coverage bankers / product specialists, especially for CNH bond issuances and potential strategic investments – Arranged senior-level client meetings (including IMF and ADB events) – Translated for RBS’ Chairman, CEO and Global FIG Head’s meetings in London and Beijing Show less



Lazard

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Jun 2009 - Jul 2010

  • Prepared financial analysis for a Chinese SWF’s contemplated investment in a leading Hong Kong bank • Prepared financial analysis for a leading Chinese bank’s potential investment in a small-scale Taiwan bank, as well as potential investment in a small-scale Hong Kong bank • Composed banking and insurance industry overview books on various Asian countries • Prepared financial analysis for a Chinese SWF’s contemplated investment in a leading Hong Kong bank • Prepared financial analysis for a leading Chinese bank’s potential investment in a small-scale Taiwan bank, as well as potential investment in a small-scale Hong Kong bank • Composed banking and insurance industry overview books on various Asian countries



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst

  • Jun 2008 - Aug 2008



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Jul 2007 - Aug 2007