Senior Associate

• Jul 2021 - Present

Financial Analyst

• Nov 2019 - Oct 2021

- Industry Research report: responsible for writing research report of related industries (new energy science, financial technology, health insurance and other industries and COVID-19 topics); combined with the perspective of macro-economy, specific industries and industrial chain to study and determine current economic trend, and to provide guidance for the company's business. Cumulative completion of a total of 5 macro analysis reports and 8 key industry reports.- Enterprise risk research and modeling:. through data screening, financial data split analysis to modeling, and through the enterprise invoice, social security information and other data to verify the model. Conduct analysis and research on the enterprise, and provide the value and risk report of the enterprise. Provide model support for the research, asset allocation and loan strategy of the bank.- Strategic development planning: responsible for the organization and implementation of the company's semiannual/ annual strategic development meeting together with all internal departments to provide investment and financing strategy suggestions for the company's future development.

Financial Analyst

• Sep 2017 - Nov 2019

- Industry / Project investment and risk reports: perform detailed equity analysis and give investment recommendations to portfolio managers; write business risk reports and analyze data such as quarterly and monthly maintenance ratio, margin trading scale and number of customers, which are in line with the trend of Shanghai Stock Exchange Index, to build a credit risk model and analyze their ability to resist risks. - Fund investment strategies and investment plans: responsible for analyzing market opportunities according to fund investment strategies, developing and screening investment projects. Construct investment portfolio and formulate portfolio investment strategy through industry comparison and allocation; meanwhile, learn the fund strategy and logic of quantitative product team, and participate in the relevant strategies of the design team for science and innovation board new fund.- OTC option and floating certificate business of individual shares: responsible for the OTC option business of individual shares together with the financial market department and the legal compliance department, and improve customer access standards and business transaction process; responsible for the income certificate linked to the single call option with the Shanghai and Shenzhen 300 index as the target, with an annual income of 4%-12%.

Financial Advisor

• Mar 2014 - Apr 2015

- Participated in the Renovation Project of Hefei Central Plaza with a total scale of RMB 500 million.- To understand the operation and financial situation of the target party through due diligence and assist in the completion of the report.- During the implementation of the project, communicate with potential customers, dig deep into the internal needs of customers, and make final modifications and communication according to the final plan and the internal needs of customers. - Participated in the Renovation Project of Hefei Central Plaza with a total scale of RMB 500 million.- To understand the operation and financial situation of the target party through due diligence and assist in the completion of the report.- During the implementation of the project, communicate with potential customers, dig deep into the internal needs of customers, and make final modifications and communication according to the final plan and the internal needs of customers.