Private Equity Summer Intern

• Jun 2018 - Present

1.Assisting with research, data entry, and generating reports as requested 2.Conducting financial analysis for target companies and all their competitors 3.Shadowing members of the Bryant Stibel team as they perform their duties 4.Presenting results of research and strategic and marketing campaigns 1.Assisting with research, data entry, and generating reports as requested 2.Conducting financial analysis for target companies and all their competitors 3.Shadowing members of the Bryant Stibel team as they perform their duties 4.Presenting results of research and strategic and marketing campaigns

Research Assistant

• Nov 2017 - Present

completed research, data analysis and reporting for Strategy Faculty Project; design, test and modify example-tracing tutors via CTAT (Cognitive Tutor Authoring Tools)

MBA Candidate

• Aug 2017 - Present

Assistant of General Manager

• Nov 2015 - Jun 2017

1.Work with the General Manager to achieve business plan objectives and profitability; 2.Prepare business loan applications and followed up the whole application process; 3.Provide financial planning suggestions for the company to allocate asset reasonably and prevent the decline of asset value from credit and market risk; 4.Assist General Manager with procurement of inventory, negotiating contracts with suppliers; 5.Assist the General Manager in recruiting, hiring, training, and communicating to key employees; Show less

Credit Manager

• Jun 2011 - Oct 2015

1.Prepare loan request and loan renewal write-ups including cash flow analysis, collateral analysis, industry analysis, management analysis, and overall repayment capacity; 2.Evaluate the credit rating of the clients’ loan and accounts receivable portfolio and the ability to report findings to the loan officer and senior management; 3.Provide financial planning suggestions for clients to allocate asset reasonably and prevent the decline of asset value from credit and market risk; 4.Recognize, analyze, and evaluate the risk from clients through the pre-loan inspections; 5.Check, control and pre-warn the risk through periodical post-loan inspections; 6.Develop relationships with new clients and maintain positive relationships with existing clients. Show less