Experience

兴业证券股份有限公司

• China
• Capital Markets
• 1 - 100 Employee

• 固定收益总部

  • Sep 2020 - Present



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Associate Corporate Manager

  • Apr 2017 - Sep 2020



Roland Berger

• Germany
• Business Consulting and Services
• 700 & Above Employee

• Strategy Consulting Intern

  • Oct 2014 - Jan 2015

  Project: Lenovo Brand Management Planning in China’s Market Collected and analyzed data of competitors and end-users to provide vital insights into Lenovo brand management  Co-authored three 50-page research reports and presented reports with elaborately designed PowerPoint in front of clients  Engaged directly with project manager to develop a customer segmentation model and framework in the brand management Project: Lenovo Brand Management Planning in China’s Market Collected and analyzed data of competitors and end-users to provide vital insights into Lenovo brand management  Co-authored three 50-page research reports and presented reports with elaborately designed PowerPoint in front of clients  Engaged directly with project manager to develop a customer segmentation model and framework in the brand management



PwC

• Professional Services
• 700 & Above Employee

• Audit Intern

  • Jul 2014 - Aug 2014

  Project: Agricultural Bank of China (ABC) 2014 Half-Year Report  Graded the highest level in the final assessment of all interns, received return offer after the internship Auditing and Financial Statement Analysis  Conducted the detailed audit process of systemic loan and credit commitment in 234 PBC (1,000 data / week)  Reviewed financial statements and footnote disclosures, prepared financial statements in accordance with GAAP  Reduced 60% processing time by creating a VBA program, updated 1200+ credit reviews individually without supervision Communications & Liaison  Selected to be the only intern participating in Managing Partner Advisory Council, served as the liaison between staff  Requested verification of high risk transactions from bank managers, confirmed the market value of debt funding gap Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Private Banking Intern

  • Jan 2014 - Feb 2014

  1. Advisory and Client Development  Achieved 10% growth of client development by acquiring new clients in colleges, took the role of campus ambassador  Contributed to a 5% deposit growth by introducing customized credit cards to individual investors  Improved client satisfaction by initiating user experience surveys and collecting feedback of 50 VIP clients  Identified a distinctive market channel of foreign currency accounts by pinpointing students studying abroad as the target market segmentation, proposed the original strategic publicity planning which was accepted by the head manager finally 2. Analytical and Quantitative Skills  Formulated and proposed precise portfolios for client in order to acquire 13% stake of client target  Compiled 500+ clients background information within one day, used 50% of the average time for compiling Show less