Experience

ICBC International
• Hong Kong
• Financial Services
• 200 - 300 Employee
• Debt Syndicate

  • Aug 2018 - Dec 2019
• Summer DCM Intern

  • Jul 2017 - Aug 2017

  -Originated 4 bond pitch books and credential books to corporate and sovereign clients -Authored 6 client commitment committee memorandums for internal approval, resulting in $3 billion+ bond issuance. -Drafted rating material and prepared roadshow investor profiles with data from Bloomberg and Wind terminals -Researched in bond issuance database Cortex and Dealogic and assembled weekly reports and market updates -Produced 4 case studies and 3 internal announcements for future… Show more -Originated 4 bond pitch books and credential books to corporate and sovereign clients -Authored 6 client commitment committee memorandums for internal approval, resulting in $3 billion+ bond issuance. -Drafted rating material and prepared roadshow investor profiles with data from Bloomberg and Wind terminals -Researched in bond issuance database Cortex and Dealogic and assembled weekly reports and market updates -Produced 4 case studies and 3 internal announcements for future reference Show less -Originated 4 bond pitch books and credential books to corporate and sovereign clients -Authored 6 client commitment committee memorandums for internal approval, resulting in $3 billion+ bond issuance. -Drafted rating material and prepared roadshow investor profiles with data from Bloomberg and Wind terminals -Researched in bond issuance database Cortex and Dealogic and assembled weekly reports and market updates -Produced 4 case studies and 3 internal announcements for future… Show more -Originated 4 bond pitch books and credential books to corporate and sovereign clients -Authored 6 client commitment committee memorandums for internal approval, resulting in $3 billion+ bond issuance. -Drafted rating material and prepared roadshow investor profiles with data from Bloomberg and Wind terminals -Researched in bond issuance database Cortex and Dealogic and assembled weekly reports and market updates -Produced 4 case studies and 3 internal announcements for future reference Show less



Yi-Bai-Yi Investment

• Summer Intern

  • Jun 2016 - Aug 2016

  -Accompanied with analysts to individual companies to interview CEOs and secretaries of the board; learned how to integrate data and analyze companies; assisted in presenting research reports regarding individual companies’ prospects and valuation using industry trends analysis, precedent transactions, historical and relative performance -Conducted research in U.S. private wealth management industry with a focus on team structure and historical performance by examining industry trend and… Show more -Accompanied with analysts to individual companies to interview CEOs and secretaries of the board; learned how to integrate data and analyze companies; assisted in presenting research reports regarding individual companies’ prospects and valuation using industry trends analysis, precedent transactions, historical and relative performance -Conducted research in U.S. private wealth management industry with a focus on team structure and historical performance by examining industry trend and positioning through financial statements via PitchBook News Show less -Accompanied with analysts to individual companies to interview CEOs and secretaries of the board; learned how to integrate data and analyze companies; assisted in presenting research reports regarding individual companies’ prospects and valuation using industry trends analysis, precedent transactions, historical and relative performance -Conducted research in U.S. private wealth management industry with a focus on team structure and historical performance by examining industry trend and… Show more -Accompanied with analysts to individual companies to interview CEOs and secretaries of the board; learned how to integrate data and analyze companies; assisted in presenting research reports regarding individual companies’ prospects and valuation using industry trends analysis, precedent transactions, historical and relative performance -Conducted research in U.S. private wealth management industry with a focus on team structure and historical performance by examining industry trend and positioning through financial statements via PitchBook News Show less