Investment Analyst

• May 2023 - Present

Credit Analyst

• Jun 2022 - Aug 2022

▪ Independently completed a 10,000-word dissertation submitted to ICBC Head Office, offered insightful suggestions for strengthening the marketing services for tech-based enterprises in the Innovation and Creativity Space and forming marketing guidance. ▪ Exhibited strong attention to detail and solid financial knowledge to verify a loan application report of 30 million Canadian dollars and review a compilation of representative financing cases for science and technology innovation enterprises in China, which will be printed as the guidebook by the head office and distributed to branches nationwide. ▪ Showed strong management and coordination skills to assist with the preparations for the signing ceremony and maintain effective communications to welcome government leaders and corporate executives. Show less

Investment Analyst

• Jun 2021 - Aug 2021

Worked in Marketing Department. ▪ Conducted due diligence and performed comprehensive evaluation analysis of potential investment cases, including the evaluation of industry trends and economic factors. ▪ Demonstrated effective presentation techniques by designing pitch decks and delivering “Invest or Not recommendation” pitches to assist the investment team with potential investment opportunities. ▪ Enhanced strategic thinking and attention to detail by attending team and department meetings to record meeting minutes, assisting in tracking short-term strategies alignment, and modifying long-term strategies. ▪ Established and maintained effective working relationships with all levels of staff members by keeping track of progress updates on an ongoing basis via demonstrating teamwork spirits and project management skills. Show less

Accounts Receivable Analyst

• Sep 2018 - Feb 2019

▪ Recognized by the head of the department for attention to detail and multi-tasking capabilities. ▪ Displayed ability to work under time constraints and meet tight deadlines by processing 8,000 accounts via Miscellaneous System, ensuring compliance with divisional corporate policies and procedures. ▪ Recognized by the head of the department for attention to detail and multi-tasking capabilities. ▪ Displayed ability to work under time constraints and meet tight deadlines by processing 8,000 accounts via Miscellaneous System, ensuring compliance with divisional corporate policies and procedures.

Front Desk Representative

• Jun 2018 - Aug 2018

▪ Provided support to assistant managers with administrative tasks using MS Excel to manage contracts of different financial instruments, such as debts and loans. ▪ Advised and assisted customers in selecting and optimizing their use of various intelligent equipment and people-friendly functions (e.g., ICBC Smart ATM), fostering autonomy and automation. ▪ Ensured that all activities are completed in a timely fashion and in accordance with prescribed quality standards. ▪ Provided support to assistant managers with administrative tasks using MS Excel to manage contracts of different financial instruments, such as debts and loans. ▪ Advised and assisted customers in selecting and optimizing their use of various intelligent equipment and people-friendly functions (e.g., ICBC Smart ATM), fostering autonomy and automation. ▪ Ensured that all activities are completed in a timely fashion and in accordance with prescribed quality standards.