Experience

UVA McIntire School of Commerce

• United States
• Higher Education
• 100 - 200 Employee

• Peer Academic Coach (Tutor) for Intermediate Corporate Finance

  • Jan 2023 - Present

  COMM 3720 Intermediate Corporate Finance COMM 3720 Intermediate Corporate Finance



Chan Zuckerberg Initiative

• United States
• Non-profit Organizations
• 400 - 500 Employee

• Incoming Investments Analyst

  • Oct 2022 - Present



Smart Woman Securities at UVA

• United States
• Investment Management
• 1 - 100 Employee

• Co-Chief Investment Officer

  • Sep 2019 - Dec 2022

  • Led the Investment Board through organizing weekly meetings and designing training sessions for I-Board analysts. • Reviewed analysts’ memos and made investment decisions; mentored younger club mentors and assisted them in pitches. • Evaluated stocks held in the club portfolio by conducting coverage reports, performing industry analyses, and engaging in discussions; executed 2 trades selling Beyond Meat and Appian Corporation based on I-Board’s decisions. • Conducted annual performance review by calculating performance metrics compared to benchmark (VO) using Excel; designed and streamlined annual investment strategies; presented the analysis to McIntire faculty and other investment clubs. • Past pitches (Long) include: Integra LifeSciences (Nasdaq: IART), Shake Shack (NYSE: SHAK); presented projects to I-Board. • Delivered memos containing industry & business overview, economic moat, investment thesis, and valuation (DCF & Comps).



Manning & Napier

• United States
• Financial Services
• 200 - 300 Employee

• Equity Research Intern

  • Jun 2022 - Aug 2022

  • Rotate in two sector groups (Consumer and Technology); compose and present investment memos on stocks. • Analyze companies’ competitive advantages, key financials, competitive landscape, industry trends, and macroeconomic conditions with sources including annual reports and sell-side initiations; build valuation models and develop investment theses. • Engage in weekly group meetings to discuss current holdings and latest market trends; participate in industry expert calls. • Rotate in two sector groups (Consumer and Technology); compose and present investment memos on stocks. • Analyze companies’ competitive advantages, key financials, competitive landscape, industry trends, and macroeconomic conditions with sources including annual reports and sell-side initiations; build valuation models and develop investment theses. • Engage in weekly group meetings to discuss current holdings and latest market trends; participate in industry expert calls.



McIntire Investment Institute

• United States
• Investment Management
• 1 - 100 Employee

• Analyst

  • Sep 2020 - May 2022

  • Pitched Zoetis (NYSE: ZTS) at a target price of $226.89 (upside 38.7%) by building a DCF model and composed a 3-page memo with theses including Zoetis’s product variety and innovation, continuous acquisitions, and multiple industry tailwinds. • Developed knowledge of competitive strategy, thesis and narration building, DCF and Comparables, factor modeling, efficient markets, and investment styles by participating in the 10-week provisional analyst program and the 10-week analyst program. • Pitched Zoetis (NYSE: ZTS) at a target price of $226.89 (upside 38.7%) by building a DCF model and composed a 3-page memo with theses including Zoetis’s product variety and innovation, continuous acquisitions, and multiple industry tailwinds. • Developed knowledge of competitive strategy, thesis and narration building, DCF and Comparables, factor modeling, efficient markets, and investment styles by participating in the 10-week provisional analyst program and the 10-week analyst program.



The Arena Capital

• China
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Venture Capital Summer Analyst

  • Jun 2021 - Aug 2021

  • Engaged in meetings with eight startups by preparing questions, communicating with CEOs, and organizing meeting minutes; facilitated discussions among analysts and further negotiations with startups. • Composed three in-depth industry research reports on audio and podcast, cocoa products, and bar chains, covering market size, competition landscape, industry chain, and value chain; provided key insights for investment decisions. • Conducted comprehensive competitor analysis containing competitors’ business models, strategies, development paths, financials, and operations with sources of annual reports, prospectus, Capital IQ, and Crunchbase. • Built excel models to interpret competitors’ sales and operating data; forecasted startups’ future growth and competitive positions. • Devised consumer surveys and analyzed responses, researched online and offline channels, and investigated topics in various Chinese social media such as Tik Tok and Weibo, projecting industry trends and investment opportunities. • Discussed current operational problems and solutions with portfolio companies in post-investment management meetings.



Mainland Student Network

• Non-profit Organization Management

• Publicity Chair

  • Sep 2019 - Apr 2021

  • Planned and organized 40+ activities with teams (led 8+ activities), including Young Alumni Reunion, Graduation Dinner, UVA Zoom Tour, Cooking Contest, and “Humans of UVA” Column, benefited hundreds of student participants. • Initiated yearly publicity plan and guideline, instructed members on publicity production by demonstration, supervised the publication of publicity materials, designed 30+ posters and fliers, and shot event photos. • Managed official club social media accounts: WeChat, Instagram, and Facebook (2800+ followers and 600+ posts in total) and updated posts weekly; led to a 7% annual increase in followers and attracted over 80% of the participants. • Reached out to CIOs and professors for participation in events; maintained long-term relationships with sponsors.