Experience

CITIC Securities

• China
• Investment Banking
• 100 - 200 Employee

• Senior Associate

  • Jul 2023 - Present

  Generalist Generalist



Univest Securities, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Summer Analyst

  • Apr 2022 - Aug 2022

  ▪ Worked in the Investment Banking Division with a focus on the US and Asia markets ▪ Conducted valuation analysis for a US$25MM US IPO of a leading commercial kitchen equipment provider in China ▪ Participated in a US$25MM US IPO of a cinema operation company in China ▪ Prepared the teaser and sourced the information of 1,000+ investors for a US$20MM MBO of a liquor company ▪ Worked in the Investment Banking Division with a focus on the US and Asia markets ▪ Conducted valuation analysis for a US$25MM US IPO of a leading commercial kitchen equipment provider in China ▪ Participated in a US$25MM US IPO of a cinema operation company in China ▪ Prepared the teaser and sourced the information of 1,000+ investors for a US$20MM MBO of a liquor company



Ant Group

• China
• Technology, Information and Internet
• 700 & Above Employee

• Business Consulting

  • Sep 2021 - Mar 2022

  ▪ Worked in the strategic research team and explored growth potential of the company ▪ Studied the global content creation platforms and discovered the expansion opportunities of Chinese companies overseas ▪ Analyzed the social media platforms popular in Gen Z to support the entering into Metaverse business of the company ▪ Researched the major NFT marketplaces in China and advised on the iteration of the company’s own NFT platform ▪ Worked in the strategic research team and explored growth potential of the company ▪ Studied the global content creation platforms and discovered the expansion opportunities of Chinese companies overseas ▪ Analyzed the social media platforms popular in Gen Z to support the entering into Metaverse business of the company ▪ Researched the major NFT marketplaces in China and advised on the iteration of the company’s own NFT platform



Sino-Rock Investment Management Company Limited中国信达

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Private Equity Intern

  • Jun 2021 - Aug 2021

  ▪ Worked in a private equity firm and participated in two investment projects ▪ Participated in building DCF valuation model for the pre-IPO investment of a Chinese hair transplant company ▪ Researched on a Chinese IoT freight company and helped investment team understand the freight industry in China ▪ Conducted financial analysis on a Chinese surgical robot company and learned its valuation logic ▪ Worked in a private equity firm and participated in two investment projects ▪ Participated in building DCF valuation model for the pre-IPO investment of a Chinese hair transplant company ▪ Researched on a Chinese IoT freight company and helped investment team understand the freight industry in China ▪ Conducted financial analysis on a Chinese surgical robot company and learned its valuation logic



China Orient Asset Management Co., Ltd.

• China
• Financial Services
• 1 - 100 Employee

• Asset Management Intern

  • Jul 2020 - Aug 2020

  ▪ Worked in the distressed asset investment department to provide industry research support for the team ▪ Analyzed the fundamentals of China’s NPL market, including industry chain, disposal model, and competitive landscape ▪ Summarized the successful disposal models of distressed asset investment by domestic and foreign AMCs ▪ Studied the prospects of China’s NPL market and the future investment opportunities for China Orient AMC ▪ Worked in the distressed asset investment department to provide industry research support for the team ▪ Analyzed the fundamentals of China’s NPL market, including industry chain, disposal model, and competitive landscape ▪ Summarized the successful disposal models of distressed asset investment by domestic and foreign AMCs ▪ Studied the prospects of China’s NPL market and the future investment opportunities for China Orient AMC



The University of Hong Kong

• Hong Kong
• Higher Education
• 700 & Above Employee

• Undergraduate Research Assistant

  • Jan 2020 - Aug 2020

  ▪ Worked on an academic research project on the industry of Corporate Venture Capital in China ▪ Designed an online questionnaire targeted at more than 200 PE/VC investors in China and analyzed collected data ▪ Summarized the major exploration of the articles on PE and VC in different research areas from top journals ▪ Assisted in constructing databases for the development of industrial enterprises in modern China ▪ Worked on an academic research project on the industry of Corporate Venture Capital in China ▪ Designed an online questionnaire targeted at more than 200 PE/VC investors in China and analyzed collected data ▪ Summarized the major exploration of the articles on PE and VC in different research areas from top journals ▪ Assisted in constructing databases for the development of industrial enterprises in modern China



Ocean Park Corporation

• Hong Kong
• Amusement Parks and Arcades
• 300 - 400 Employee

• Ocean Park X HKU Hackathon

  • May 2019 - Jun 2019



EY Academy of Business

• Russian Federation
• Professional Training and Coaching
• 1 - 100 Employee

• First Runner-up Team

  • Oct 2018 - Apr 2019



University Business Consulting Club

• Hong Kong

• Member in Committee

  • Sep 2017 - May 2018