Research Analyst, China/HK Equity Strategy

• Feb 2018 - Present

-Core member of China/HK strategy team, taking full responsibility on HK market views, including regular and ad hoc write-ups, bespoke requests and close communications with key southbound (domestic) and overseas clients on a daily basis.-Independently establish and maintain intricate models and databases to originate high conviction views on event-driven strategies, for example, hitting 100% accuracy in forecast of southbound and HSI review results.-Conduct in-depth featured studies on extensive theme-based strategies such as China-HK stock connect, EM financial distress, A share inclusion in MSCI, VAT reforms, domestic investors allocation pattern, etc., to provide established views on market hotspots.-Ensure close monitor of the market and timely updates with clients on market changes with all-round service including daily express, weekly liquidity tracker, monthly top picks and ad hoc earnings tracker.-Collaborate intensively with Huatai macro team and sector teams to conduct cross-market and cross-sector studies and originate global equity views (US, EM, A-shares, etc.) in the form of presentations, regular reports and internal and external requests. Show less

China/HK Equity Strategy Intern

• Jul 2017 - Jan 2018

Project Assistant

• Jun 2016 - Aug 2016

-Repositioning of a Taiwan bakery company: employed desk research, cold calls and field study to gather information on the site selection, surroundings, decorations, etc., of major bakery comps’ outlets, for client’s new outlets site selection analysis. -Due diligence of a US surgical equipment company: organized expert interviews; delivered interview write-ups directly to the US client; and integrated key data (industry growth, competitive landscape, etc.) of the target industry for the reference of the project team. Show less

Intern for Management Consulting Department

• Jul 2015 - Sep 2015

-Industry study for a material company: gathered information and conducted industry value chain analysis; dug market intelligence (production capacity, fundamentals, etc.) of the client’s competitors to lay ground for team’s competitive analysis. -Requirement analysis of a multinational apparel company: by interviews and walk-through tests, understood the logic of the client’s SAP system and inspected the compliance of its accounting principles. -Industry study for a material company: gathered information and conducted industry value chain analysis; dug market intelligence (production capacity, fundamentals, etc.) of the client’s competitors to lay ground for team’s competitive analysis. -Requirement analysis of a multinational apparel company: by interviews and walk-through tests, understood the logic of the client’s SAP system and inspected the compliance of its accounting principles.

Intern for Strategy Department

• Apr 2015 - Jun 2015

-Evaluated trends of sales performance to prepare slides for the senior manager’s decision-making. -Prepared monthly bulletins by gathering and integrating market intelligence on macroeconomics, regulations, dynamics of Siemens and competitors, etc. and delivered them to the president of Greater China for reference to subsequent strategy formulation. -Evaluated trends of sales performance to prepare slides for the senior manager’s decision-making. -Prepared monthly bulletins by gathering and integrating market intelligence on macroeconomics, regulations, dynamics of Siemens and competitors, etc. and delivered them to the president of Greater China for reference to subsequent strategy formulation.

Intern for Enterprise Financial Services

• Jan 2015 - Feb 2015

Intern for Chengdu Sub-branch

• Nov 2014 - Jan 2015