Experience

中信建投证券股份有限公司

• China
• Investment Banking
• 1 - 100 Employee

• 高级经理

  • Apr 2020 - Present



嘉实财富管理有限公司

• Investment Management
• 1 - 100 Employee

• 海外研究员

  • Sep 2015 - Mar 2020

  投资组合管理 - 考察境外知名基金公司的基金、资产管理公司及部分国内知名私募的基金产品 - 搭建海外开曼离岸产品平台，包括整体平台架构的设计，平台的运作，构建了涵盖全球债券、全球股票、房地产REITs、私募股权、海外中国股票、海外优先股、中资美元债、对冲基金事件驱动策略等多资产、多区域的产品布局 - 对公司3只海外FOF基金进行投前基金研究和投后管理，以定性和定量相结合的方式建立产品评价体系，筛选基金池、制作投资模型，协助基金经理制定基金产品的投资策略。 - 3只FOF基金分别已有3年以上的投资业绩，债券母基金成立以来收益12.5%（43个月），股票母基金成立以来收益16.1%（36个月），房地产母基金成立以来收益6.9%（33个月） 资产配置研究 - 以资产配置为工作理念，建立大类资产监测数据库（十大类资产），分析宏观经济数据与市场表现数据，为资产配置团队提供底层数据支持，协助撰写月度和季度资产配置报告，累计20余篇 产品研究 - 关注国内公募基金和私募基金的表现与市场变化，每周撰写公募基金周报，每月发布产品研究月报（涵盖六大类产品：现金管理类、公募基金、私募债权、阳光私募、私募股权、海外产品），累计20余篇。为公司产品中心提供最新的市场动态与决策依据。 Show less



Huatai-PineBridge

• Financial Services
• 1 - 100 Employee

• Financial Analyst (Internship)

  • Jul 2013 - Sep 2013

  - Part of the Foreign Investment Division that focused on HongKong stock market, QDII(460010). Assisted fund manager’s daily work, the performance improved 20 rankings out of 54 funds. - Carried research on three industries (Media, Gaming, Pharmaceutical Industry), strongly recommended Sands China Ltd. (1928.HK, 80% upward within 12 months), and Dawnrays Pharmaceutical (2348.HK, 200% upward within 12 months). - Analysed two companies in-depth (Magic Holdings 1633.HK and CIMC Enric 3899.HK) using DCF model and relative valuation methods (PE、PB、PS、EV/EBITDA). Magic Holdings enjoyed 50% upward (bought by L'Oreal in Sep. 2013), CIMC 80% upward trend within 12 months. Show less



Jiangsu Talent CPA

• Beijing City, China

• Auditor (Internship)

  • Jan 2013 - Feb 2013

  Completed auditing procedures for five companies of Yangjiang CID CO. in Guangdong Province and composed auditing papers (responsible for G&A expense, financial expense and cash accounts) in just 2 weeks. Completed auditing procedures for five companies of Yangjiang CID CO. in Guangdong Province and composed auditing papers (responsible for G&A expense, financial expense and cash accounts) in just 2 weeks.



China Merchants Securities Co., Ltd.

• China
• Financial Services
• 500 - 600 Employee

• Stock Broker (Internship)

  • Feb 2012 - Jun 2012

  - Provided assistance to front desk operations and offered service for individual and institutional investors. - Conducted equity research in the stock market and complied the research reports. - Provided assistance to front desk operations and offered service for individual and institutional investors. - Conducted equity research in the stock market and complied the research reports.