Experience

Huatai Securities Co., Ltd.

• China
• Investment Banking
• 700 & Above Employee

• Investment Banking Analyst

  • Dec 2020 - Present

  • Participate in the Non-public Offering of shares of Hanma Technology Group Co., Ltd[600375.SH]: -Assist in answering the core issues fed back by the CSRC, including but not limited to: whether there is horizontal competition between the controlling shareholder and the issuer; check the authenticity and integrity of monetary capital; analyze the matching between the growth of inventory and income, etc. -Complete the production, sending, and reply statistics of about 30+ bank or business confirmation letters. -Independently responsible for the collection, collation, and uploading of 90+ documents of the project. • Participate in the Non-public Offering of shares of CFMOTO [603129.SH]: -Assist in writing the due diligence report, find out the missing information and improve the draft in time; -Assist in the completion of revenue walkthrough and cost cut-off test, and proactively study and test the required documents with customers when the reporting period spans different financial systems; -Responsible for the questionnaire of 20 directors, supervisors and senior executives, and responsible for the improvement of the corresponding parts of the due diligence report. • Participate in the preliminary work of IPO project of a large private non-ferrous metal smelting and processing group: responsible for checking the flow of key bank accounts of issuers and subsidiaries; • Participate in the preliminary work of IPO project of a leading enterprise in the auto parts industry: assist in answering the questions related to revenue confirmation in the pre-approval opinions, and analyze the impact on the financial statements; assist in writing the financial part of the due diligence report and analyze the mismatching between the group's 2018-2020 sales revenue and transportation expenses. Show less



CICC

• China
• Investment Banking
• 700 & Above Employee

• Investment Banking Analyst

  • Jul 2020 - Dec 2020

  • Function as a bridge between the client and the capital. On the client side, as a financial advisor, our team tailor financing products for customers according to their different credit levels and financing needs (we have issued RMB 10 billion supply chain finance ABS products). On the capital side, we connect with large insurance funds and high-net-worth clients in the market, and conduct regular price inquiries. • Draw 20+ PB and build transaction models according to different customers' financing needs, price levels and credit rating(including financing proposal scheme for targeted customers, latest product manual and 2020 marketing scheme of CICC), and making inquiry for fund side; • Involved in 10+ project DD (verification of underlying assets, DCF model cash flow calculation, etc.); • Write 15+ Project Initiation Reports (including the business and financial analysis of the parties involved in the transaction, the analysis of the transaction structure, risk exposure and response analysis, etc.). Show less



CICC

• China
• Investment Banking
• 700 & Above Employee

• Equity Research Analyst

  • Nov 2019 - May 2020

  • Build 10+ evaluation models for life insurance and P&C insurance business of Ping An(601318.SH), NCI(601336.SH), AIA(01299.HK),etc. • Write 2020 life insurance prospect analysis report: analyze the operation capacity, EV, NBV margin, profitability of 5 comparable companies, and find the bottleneck and opportunity of industry development through the research on macroeconomic data and relevant policies. • Write in-depth report on the Financial Holding sector: analyze the growth opportunities (synergy effect, asset value transparency, risk status and other factors) of H-share Financial Holding Group (Fosun, CITIC, etc.) from the industry overview, historical valuation discount reasons, future growth drivers, etc. • Build up and analyze a proprietary bottom-up China insurance database by leveraging multiple information sources and part-time interns, which delineates the competitive landscape of China market. Show less



Guotai Junan Securities Co., Ltd

• China
• Investment Banking
• 700 & Above Employee

• Investment Banking Analyst

  • Mar 2019 - Sep 2019

  • Participate in the whole process of 6+ large-scale government investment platforms financing in Sichuan Province: • Involved in DD, involved in 20+ in-depth interviews, independently coordinate with client, accounting firms, and rating agencies, and organize a full set of due diligence documents. • Deal with 10+ project materials, including writing Prospectuses, bidding documents, a full set of application materials of Shanghai Stock Exchange, etc. • Participate in 10+ internal risk control meetings, help answer internal audit questions. • Write bond redemption and interest payment announcements. Show less



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Audit Intern

  • Jun 2018 - Mar 2019

  1. I was selected into KPMG Elite Program (top 5%), and I was offered A2 status early entry after two years of internship. 2. Involved in the year-end audit of foreign enterprises in the annual report season (from November to April of the following year): (1) Use Excel to verify 30000 + financial data, and complete 340 audit drafts in 3 days. (2) Complete the audit of fixed assets, accounts receivable, financial expenses and other key accounts. (3) Carry out 100+ correspondence work. Show less