Experience

中天国富证券有限公司

• China
• Capital Markets
• 1 - 100 Employee

• IBD Senior Manager

  • Dec 2020 - Present



Vanho Securities (万和证券）

• China
• Financial Services
• 1 - 100 Employee

• IBD Analyst

  • May 2019 - Nov 2020



China Merchants Securities Co., Ltd.

• China
• Financial Services
• 500 - 600 Employee

• IBD Intern

  • Aug 2018 - May 2019

  1. Education Companies Listing Research: Based on the new policy concerning profit-making and non-profit education companies, analyzed the feasibility and potential problems of these companies listing in mainland China, Hong Kong SAR and U.S. respectively. 2. IPO Proposal Preparation: Use Wind to study the competitive advantages of the target companies and the development prospects of the company's industry, sort out the company's listing process and review concerns, and help the target companies to clarify the IPO process. 3. Non-public stock issuance joint-leading underwriters proposal: Based on the company's personnel and platform advantages, combined with similar cases in the industry and the company's past successes, studied the background, process and results of the non-public offering of the target company, drafted more than 60 slides; successfully won the joint lead underwriting position for the company. Show less



SimpliShip - powered by Magaya

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Finance Intern

  • Jan 2018 - May 2018

  1. Business Canvas Analysis: Identified the company’s competitors and analyzed the company’s three business models; pointed the core profitability, potential problems and development scopes of each business model; facilitated the company to find a position in the whole market. 2. API Marketing Strategy: Summarized three API marketing solutions based on potential customers and channel analysis; built up ROI model to evaluate each solution and allocate limited funds among three solutions. 3. API Marketing Strategy Realization: Investigated two methods to realize API marketing strategy: outsourcing and cultivating internal employees; through market research combined with the company’s current situation, decided to outsource at first to save money and cultivate internal employees later to detain more profits. Show less



Western Securities Co., Ltd

• Investment Banking
• 1 - 100 Employee

• IBD Intern

  • Jul 2016 - Sep 2016

  1. Due Diligence: Conducted background investigations to mitigate fraud risk (e.g., fake transactions and revenues) via interviews on five largest suppliers of the environmental equipment company; organized the company’s structure, including the shareholders structure and functional structure, to pave way for listing. 2. Industry Research: Performed intelligence research on waste management services sector (e.g., government policies and National Equities Exchange and Quotations) by MarketLine, IBISWorld, and Morningstar platforms; 3. Risk Analysis: Identified potential risks factors (e.g., quality control, price volatility and the dilution of EPS) to prevent potential IPO failure; analyzed macroeconomic impacts (e.g., demands for waste processing and environment monitor service) on IPO based on earlier industrial research. Show less



Western Trust

• 中国 陕西 西安

• Intern of Risk Management Department

  • Jul 2015 - Sep 2015

  1. Rate of return analysis: Analyzed more than 200 trust funds’ percentage returns (including portfolios of stocks, funds, options and futures) on monthly, quarterly, and yearly basis from 2012 to Q1 of 2015. Reported products with downward fluctuations greater than 10% to investment department to manage risks (e.g. failures to reach the promised rate of return). 2. Portfolio Evaluation: Examined Alpha of trust funds by comparing with SSE Composite Index and SSE Component Index; Utilized Solver on Excel to achieve the preset return and risk goals by setting constraints and adjusting the portion of different assets inside the trust fund. 3. Projects Screening: Advanced non-participation in a government housing resettlement program based on political and social factors (e.g. traditions of local ethnic groups) and past program failures (e.g. failed cooperation with the government 7 times in 10 years); helped to prevent CNY 0.5 million transaction cost loss. Show less



AIA

• Hong Kong
• Insurance
• 700 & Above Employee

• Intern

  • Jan 2015 - Feb 2015

  1. Virtual Angel Investment: Initiated a program focused on helping smokers abstain from tobaccos and performed marketing campaign to bid for a virtual Angel Investment; conducted SWOT and PEST analysis to research potential market and refined the program based on McKinsey 7S Model to achieve the market penetration goal and; monitored and modified financial statement to prove the profitability of program. 2. Insurance Product Research: Calculated the returns and premiums of more than 30 insurance products; Compared the returns of HK Insurance Products and mainland China Insurance Products researched the differences between them from political (e.g. tax shield effects), economic (e.g. the openness of capital market), and financial (e.g. investment channels) perspectives. Show less