Experience

Acuity Knowledge Partners
• United Kingdom
• Financial Services
• 700 & Above Employee
• Investment Banking Associate

  • Dec 2019 - Present


IBM

• IT Services and IT Consulting
• 1 - 100 Employee

• Commission Analyst

  • Jan 2019 - Sep 2019

  • Analyze the main financial performance indicators of HW, cloud and BP in Greater China, and analyze the variance and anomaly between the implied and actual value to check its rationality, control the correctness and integrity of major items. • Cooperate with the worldwide team to set marginal quota and territory for the sales team, to maximize the company’s capital resource. Prepare cost budgets and follow up funding allocation. • Analyze the main financial evaluation indicators and develop reports to the management on a month-to-month basis, indicate the financial and business risk reflected by the indicators and recommend the strategic focus for the following cycle. Show less



Guotai Junan Securities Co., Ltd

• China
• Investment Banking
• 700 & Above Employee

• International Business Assistant (Intern)

  • Nov 2018 - Jan 2019

  1. Collect and collate information of foreign listed companies with Wind database, and follow up foreign exchange information. 2. Collaborate with project managers in compiling due diligence reports and identifying cross-border opportunities. 3. Assist investment banking departments in overseas roadshow activities. 4. Collate and translate industry and macro-analysis reports, provide business support to overseas institutional clients. 1. Collect and collate information of foreign listed companies with Wind database, and follow up foreign exchange information. 2. Collaborate with project managers in compiling due diligence reports and identifying cross-border opportunities. 3. Assist investment banking departments in overseas roadshow activities. 4. Collate and translate industry and macro-analysis reports, provide business support to overseas institutional clients.