Experience

中金公司
• Japan
• Financial Services
• IBD Intern

  • Oct 2022 - Present

源码资本
• 1 - 100 Employee
• CM Intern

  • Nov 2021 - Jun 2022
• IBD Intern

  • Apr 2021 - Jul 2021

  - Conducted industry research and used Wind to complete data analysis. Assisted in writing supporting documents such as pitchbook and bidding materials, answering various inquiries regarding issuers' business plans, market positioning, growth perspectives - Participated in writing the prospectus of various fixed income products and attending management team interviews. Analyzed the changes of asset liability structure before and after issuance - Conducted industry research and used Wind to complete data analysis. Assisted in writing supporting documents such as pitchbook and bidding materials, answering various inquiries regarding issuers' business plans, market positioning, growth perspectives - Participated in writing the prospectus of various fixed income products and attending management team interviews. Analyzed the changes of asset liability structure before and after issuance



Munich Re (Group)

• Actuarial Intern, Valuation

  • Dec 2020 - Mar 2021

  - Product Modelling: Employed Axis to build models for products of five direct insurance companies respectively. The difference between the predicted net present value of cash flow and the actual bill data was less than 2% - IBNR Calculation: Applied SQL to clean bill data, built IBNR reserve calculation model in Excel, reported to KPMG audit - Treaty Research: Studied more than 200 life insurance products under 50 reinsurance contracts of 6 companies - Product Modelling: Employed Axis to build models for products of five direct insurance companies respectively. The difference between the predicted net present value of cash flow and the actual bill data was less than 2% - IBNR Calculation: Applied SQL to clean bill data, built IBNR reserve calculation model in Excel, reported to KPMG audit - Treaty Research: Studied more than 200 life insurance products under 50 reinsurance contracts of 6 companies



国元证券股份有限公司

• China
• Financial Services

• IBD Intern

  • Jun 2020 - Aug 2020

  - ChiNext IPO project: Sorted out the historical evolution of due diligence report, and analyzed the ideas of equity structure adjustment; Participated in writing the business and technical chapters of the prospectus of the bidding industry; Measured the operation capital demand in the next three years through in-depth analysis of the company’s historical performance - New OTC Market: On site due diligence, prepared application material, collected working papers, participated in the writing of engineering survey industry research report Show less