Real Estate Research Intern

• Sep 2023 - Present

Equity Research Analyst

• Aug 2023 - Present

US Equities, TMT Sector US Equities, TMT Sector

Summer Intern - Deal Advisory | Strategy and Operation | Financial Services

• Jul 2023 - Aug 2023

Worked on a project with the aim to facilitate State Street Bank’s expansion in the APAC region. Conduct analysis of the Japanese Asset Management market using Refinitiv Workspace. Researched market trends and entry requirements of the Japanese financial market. Analyze data from the KPMG global Customer Experience Excellence survey and generate hypotheses from changes in ratings. Conduct thorough research to validate and refine the hypotheses, ensure accurate and reliable findings. Worked on a project with the aim to facilitate State Street Bank’s expansion in the APAC region. Conduct analysis of the Japanese Asset Management market using Refinitiv Workspace. Researched market trends and entry requirements of the Japanese financial market. Analyze data from the KPMG global Customer Experience Excellence survey and generate hypotheses from changes in ratings. Conduct thorough research to validate and refine the hypotheses, ensure accurate and reliable findings.

Placement Intern - Sales and Client Coverage Management | Business Banking | Commercial Banking

• Jan 2023 - Jun 2023

Assisted in the review and goal setting for the Bank’s SME portfolio targets. Created presentation decks outlining coverage models for asset lending and transactional banking products. Used VBA programming to dissect data and enhance efficiency in portfolio management. Analyzed data from global team and transformed it into actionable insights for the central management team. Provided data insights and feedback to frontline and product specialists to inform business decisions. Assisted in the review and goal setting for the Bank’s SME portfolio targets. Created presentation decks outlining coverage models for asset lending and transactional banking products. Used VBA programming to dissect data and enhance efficiency in portfolio management. Analyzed data from global team and transformed it into actionable insights for the central management team. Provided data insights and feedback to frontline and product specialists to inform business decisions.

Winter Intern - Supervision of Market

• Dec 2022 - Jan 2023

Prepared research reports about the global macroeconomic environment outlook in 2023. Extracted data from Bloomberg terminal to prepare daily market events summaries. Inspect data submitted by clearing houses and stock exchanges to identify market trends and anomalies. Conducted research on central banks actions and their effects in the global fixed income market. Prepared research reports about the global macroeconomic environment outlook in 2023. Extracted data from Bloomberg terminal to prepare daily market events summaries. Inspect data submitted by clearing houses and stock exchanges to identify market trends and anomalies. Conducted research on central banks actions and their effects in the global fixed income market.

Summer Audit Intern

• Jul 2022 - Aug 2022

Prepared financial statement audits for SMEs under the supervision of senior auditors. Conduct substantive testing of financial transactions and account balance. Participated in client meetings and communicated audit findings to clients. Prepared audit working papers in accordance with guidelines set by HKICPA. Analysed financial data to identify areas of potential risk or material misstatement. Prepared financial statement audits for SMEs under the supervision of senior auditors. Conduct substantive testing of financial transactions and account balance. Participated in client meetings and communicated audit findings to clients. Prepared audit working papers in accordance with guidelines set by HKICPA. Analysed financial data to identify areas of potential risk or material misstatement.