Student Consultant -- CEL Practicum

• Sep 2019 - Present

 Researched academic and business databases, including JSTOR, Google Scholar and IBIS World and wrote benchmark report on comparison awards Interviewed about and discussed with award managers, directors and applicants the award building, operation process and cost structure Developed an annual process flow and timeline for ECOY (Evergreen Company of the Year), including budget distribution, awareness building, submission process, evaluation and selection process

Student Consultant -- Finance Practicum

• Sep 2019 - Present

 Pulled data from Bloomberg and Wharton Research Data Services, including simple market index, tickers’ prices and returns, and naked option price Created models using python and plotted line graphs for cumulative return in order to hedge market risk and obtain positive absolute return based on company’s specific investment philosophy Leveraged options, futures and ETF to create 6 models and conducted 20, 15 and 5 years of back-testing to ensure a good return under depressing…  Pulled data from Bloomberg and Wharton Research Data Services, including simple market index, tickers’ prices and returns, and naked option price Created models using python and plotted line graphs for cumulative return in order to hedge market risk and obtain positive absolute return based on company’s specific investment philosophy Leveraged options, futures and ETF to create 6 models and conducted 20, 15 and 5 years of back-testing to ensure a good return under depressing financial situations Won a prize of First Place in a showcase Show more Show less

TA for Professional Business Communication

• Aug 2019 - Present

Student Consultant -- Taylor Community Consulting Program

• Mar 2019 - Apr 2019

• Provided pro bono consulting services to STL Village, a non-profit organization, supporting elder adults’ daily lives and satisfying their requirements with a goal of identifying the impactful problems and completing its operating loop• Created an email template on Constant Contact based on the uniqueness of its target group, and linked a google form to the template’s RSVP column • Established a spreadsheet on Google drive in order to show the operating situations clearly

Competition: CFA Research Challenge 2019

• Oct 2018 - Feb 2019

• Valuated POST by using DCF, EV/EBITDA, and relative valuation methods with the goal of offering investors a suggestion of buy, sell or hold after calculating different intrinsic values • Worked independently on financial analysis segment of the equity report, and collecting the I/S, B/S, CF/S, and frequently used financial ratios of POST and its competitors by using FactSet • Analyzed and interpreted various metrics, including leverage ratio, liquidity ratio, and operating metrics, in… • Valuated POST by using DCF, EV/EBITDA, and relative valuation methods with the goal of offering investors a suggestion of buy, sell or hold after calculating different intrinsic values • Worked independently on financial analysis segment of the equity report, and collecting the I/S, B/S, CF/S, and frequently used financial ratios of POST and its competitors by using FactSet • Analyzed and interpreted various metrics, including leverage ratio, liquidity ratio, and operating metrics, in order to evaluate its solvency situations, operating levels, and its ability to dominate free cash flow Show more Show less

M&A Fund Company Internship

• Jul 2017 - Sep 2017

• Researched on the ownership and operating structures of the target companies, analyzed their operating situations, sharing quota, and upstream and downstream industrial chain by using Capital IQ, Wind, and Hibor• Formed 11 industrial research reports related to automobile, medicine, and environmental issues in order to support M&A’s negotiations in the long run• Collected global data of M&A market and PE investment, and updating the graphs and the report about the amount of M&A… • Researched on the ownership and operating structures of the target companies, analyzed their operating situations, sharing quota, and upstream and downstream industrial chain by using Capital IQ, Wind, and Hibor• Formed 11 industrial research reports related to automobile, medicine, and environmental issues in order to support M&A’s negotiations in the long run• Collected global data of M&A market and PE investment, and updating the graphs and the report about the amount of M&A transactions among five different continents and top 10 industries• Assisted the company in translating several abroad companies’ main business lines, and offered Chinese research reports to the inner meetings in the M&A Fund Department Show more Show less

VIP Banking Internship

• Jul 2016 - Aug 2016

• Communicated with several universities about the willingness to connect with Citibank; summarized their opinions, and identified a specific company to strengthen this collaboration on behalf of the team • Developed a business plan with teammates to establish cooperation between Citibank and the university • Summarized information about the central bank, banking institutions, and non-banking institutions; completed a research report on Chinese financial system, and presented to… • Communicated with several universities about the willingness to connect with Citibank; summarized their opinions, and identified a specific company to strengthen this collaboration on behalf of the team • Developed a business plan with teammates to establish cooperation between Citibank and the university • Summarized information about the central bank, banking institutions, and non-banking institutions; completed a research report on Chinese financial system, and presented to students who are unfamiliar with Chinese financial system Show more Show less