Experience

中信建投证券股份有限公司

• China
• Investment Banking
• 1 - 100 Employee

• Junior Equity Analyst

  • Mar 2023 - Present

  1.Advise and make decisions for clients, giving risk warnings and control recommendations. Introduce investment products and business to clients, manage client portfolios and optimize adjustments according to client needs. 2.Track the timeline, benchmark the general market, conduct market research, and analyze financial statements of listed companies. 3.Achieved a 3.88% return on simulated investments, which started in March and is still ongoing. 1.Advise and make decisions for clients, giving risk warnings and control recommendations. Introduce investment products and business to clients, manage client portfolios and optimize adjustments according to client needs. 2.Track the timeline, benchmark the general market, conduct market research, and analyze financial statements of listed companies. 3.Achieved a 3.88% return on simulated investments, which started in March and is still ongoing.



Sapphire Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Industry Researcher

  • Jul 2020 - Sep 2020

  ⚫ Gathered market information, industry policies and studied the impact of the national macro-economic policies on the industry future trends and development ⚫ Conducted competitor analysis on over 10 leading companies in the industry, by collecting information on their revenue, performance growth, product portfolio, etc., and completed the company evaluation according to the results of financial forecasts based on the financial modelling of the target companies ⚫ As a team leader to conduct a macro market analysis , complete the report analysis of 3D modeling industry to assess its investment risks, make recommendations on investment strategies Show less