Experience

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  Strategic Public Relations Group

  • Hong Kong SAR

  • Assistant Manager

    • Sep 2022 - Dec 2022
    • Hong Kong SAR

    · Successfully provided Investor Relations (IR) services to several high-profile Hong Kong Exchange (HKEX) listed companies, including Inkeverese (3700.HK), China Yongda Auto (03669.HK), and Yunkang Health (2325.HK), resulting in better liquidity and positive impact on stock price performance· Managed and strengthened relationships with key stakeholders, including investment bankers, institutional investors, sell-side analysts, and media; maintained electronic and phone communication channels with external partners· Conducted monthly analysis on stock price performance and peer companies to understand market trends and project stock forecasts; created investor presentation for earning calls, investor roadshows and one-on-one meetings· Managed weekly recap of market news including content and distribution, resulting in increased awareness of market trends and investor sentiment, enabling the company to make more informed decisions.· Supported business development efforts by preparing pitch materials including pitchbooks, presentations, and memorandums to acquire new clients in healthcare, TMT and real estate sectors; performed market research and financial analysis to narrow down list of potential clients

• 

  Industrial Securities Co., Ltd.

  • Shenzhen, Guangdong, China

  • Equity Sales Associate

    • Jul 2021 - Aug 2022
    • Shenzhen, Guangdong, China

    · Successfully provided Investor Relations (IR) services to several high-profile Hong Kong Exchange (HKEX) listed companies, including Inkeverese (3700.HK), China Yongda Auto (03669.HK), and Yunkang Health (2325.HK), resulting in better liquidity and positive impact on stock price performance· Managed and strengthened relationships with key stakeholders, including investment bankers, institutional investors, sell-side analysts, and media; maintained electronic and phone communication channels with external partners· Conducted monthly analysis on stock price performance and peer companies to understand market trends and project stock forecasts; created investor presentation for earning calls, investor roadshows and one-on-one meetings· Managed weekly recap of market news including content and distribution, resulting in increased awareness of market trends and investor sentiment, enabling the company to make more informed decisions.· Supported business development efforts by preparing pitch materials including pitchbooks, presentations, and memorandums to acquire new clients in healthcare, TMT and real estate sectors; performed market research and financial analysis to narrow down list of potential clients

• 

  Industrial Securities Co.,Ltd.

  • Shenzhen, Guangdong, China

  • Investment Banking Analyst, Deal Sourcing

    • Jun 2019 - Jun 2021
    • Shenzhen, Guangdong, China

    · Successfully provided Investor Relations (IR) services to several high-profile Hong Kong Exchange (HKEX) listed companies, including Inkeverese (3700.HK), China Yongda Auto (03669.HK), and Yunkang Health (2325.HK), resulting in better liquidity and positive impact on stock price performance· Managed and strengthened relationships with key stakeholders, including investment bankers, institutional investors, sell-side analysts, and media; maintained electronic and phone communication channels with external partners· Conducted monthly analysis on stock price performance and peer companies to understand market trends and project stock forecasts; created investor presentation for earning calls, investor roadshows and one-on-one meetings· Managed weekly recap of market news including content and distribution, resulting in increased awareness of market trends and investor sentiment, enabling the company to make more informed decisions.· Supported business development efforts by preparing pitch materials including pitchbooks, presentations, and memorandums to acquire new clients in healthcare, TMT and real estate sectors; performed market research and financial analysis to narrow down list of potential clients

• 

  Han's Holdings

  • San Jose, California, United States

  • Investment Analyst

    • Jun 2017 - Mar 2019
    • San Jose, California, United States

    · Successfully provided Investor Relations (IR) services to several high-profile Hong Kong Exchange (HKEX) listed companies, including Inkeverese (3700.HK), China Yongda Auto (03669.HK), and Yunkang Health (2325.HK), resulting in better liquidity and positive impact on stock price performance· Managed and strengthened relationships with key stakeholders, including investment bankers, institutional investors, sell-side analysts, and media; maintained electronic and phone communication channels with external partners· Conducted monthly analysis on stock price performance and peer companies to understand market trends and project stock forecasts; created investor presentation for earning calls, investor roadshows and one-on-one meetings· Managed weekly recap of market news including content and distribution, resulting in increased awareness of market trends and investor sentiment, enabling the company to make more informed decisions.· Supported business development efforts by preparing pitch materials including pitchbooks, presentations, and memorandums to acquire new clients in healthcare, TMT and real estate sectors; performed market research and financial analysis to narrow down list of potential clients

• 

  FTSE Russell, An LSEG Business

  • Seattle, Washington, United States

  • Stock Research Analyst

    • Feb 2015 - Sep 2015
    • Seattle, Washington, United States

    · Researched free float and total share outstanding of 4000+ US securities· Researched 100+ foreign securities based on IPO lock-up period, free float, industry classification· Communicated and cooperated effectively with index product management team and client services teams on weekly classification requests and client inquiries