Experience

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  HNA Innovation Finance Group 海航创新金融集团

  • Shenzhen, Guangdong, China

  • Senior Associate

    • Jul 2017 - Present
    • Shenzhen, Guangdong, China

    • USD 775m M&A of Glencore’s global oil product storage and logistics business: completed 51% shares acquisition of target company; worked with legal counsels on antitrust filing, transaction documents and signing; engaged in deal structuring, deal terms negotiation and financial structuring as core member• RMB 200 m M&A of two NEEQ companies: carried the deal from initiation to first round negotiation, led project initiation research and due diligence; prepared negotiation list and pricing projection model• Accomplished 5 individual research and several pipeline analyses, engaged in 3 funds structuring• Individual award of HNA Innovation Finance Chairman Fund Award; Team award of HNA Group Chairman Fund Award

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  The Johns Hopkins University - Carey Business School

  • United States
  • Education Management
  • 700 & Above Employee

  • Graduate Teaching Assistant

    • Feb 2017 - Present

    Teaching Assistant for Entrepreneurial Finance with Professor Jeffrey Hooke.Teaching Assistant for Mergers and Acquisition with Professor Jim Liew.Teaching Assistant for Fixed Income with Professor Yuval Bar-Or.

  • CFA Institute Research Challenge Competition

    • Nov 2016 - Apr 2017

    • Represent Johns Hopkins University Carey Business School to compete wiith 10+ teams from universities in Baltimore and Washington D.C. area• Champion team of CFA society of Baltimore and Washington D.C. competition; Top 10 winner of Americas regional competition• Research and valuate a publicly traded company, write an investment report and present team research results

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  Hillhouse Capital (高瓴资本)

  • Beijing City, China

  • Investor Relationship Intern

    • May 2016 - Aug 2016
    • Beijing City, China

    • Prepared 3 pitch books for a 5 billion RMB fund, a 100 million RMB VC fund and an individual project with billion scale for investors including institutional investors, banks, insurance, asset management companies, and high net worth individuals• Researched PE market competitors and funds in both Chinese and U.S. markets to analyze the feasibility of establishing a new fund; proposal received approval by company decision makers • Assisted in developing and maintaining investor relationships for funds of 20 billion RMB AUM, writing quarterly investment performance reports, setting up investor information database and collating confidential investor files and project documents

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  The Export-Import Bank of China

  • Beijing City, China

  • Transportation Financing Intern

    • Apr 2015 - May 2015
    • Beijing City, China

    • Prepared post-loan reports of 5 key borrowers and more than 20 airplane financial leasing projects• Updated the bank’s credit rating to borrowers by analyzing their period financial statements and operating performance

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  Xinyin International Financial Leasing Co., Ltd.

  • Beijing City, China

  • Corporate Management Executive/Project manager

    • Oct 2013 - Mar 2015
    • Beijing City, China

    • Reviewed government tax policies in Tianjin Dongjiang Bonded Port Area and negotiated a 12% tax deduction• Assisted in negotiations of financial leasing projects for major airline clients, financial institutions and partners• As financing project manager, achieved over 8 billion Yuan trust financing for 2 real estate projects with the team

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  HNA Tourism

  • Beijing City, China

  • Cash Manager

    • Dec 2012 - Oct 2013
    • Beijing City, China

    • Led a team of 4 to manage the company’s overall cash flow of more than 10 billion Yuan annually to ensure cash flow balance• Analyzed and arranged daily cash plan involving average 30 million Yuan for operating, investing and financing activities• Cooperated with financing department to establish and assess financing plans and projections to match annual cash demand

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  HNA Group

  • Beijing City, China

  • Budget Supervisor

    • Jul 2011 - Dec 2012
    • Beijing City, China

    • Managed the annual budget more than 4 billion Yuan of real estate corporations and projects involving overseas markets• Organized and supervised budget planning, breakdown and implementation for 15 affiliated companies and projects• Oversaw, controlled and approved the revenue and expenditure budget for HNA Property head office and project teams