Experience

AMTD Group

• Investment Banking Analyst

  • Oct 2020 - Present



易方达

• Pharmaceutical Analyst

  • Dec 2019 - Jan 2020



China Renaissance Securities

• Investment Banking Analyst

  • Jun 2019 - Aug 2019



The Cayuga Fund (Cornell University Donation Fund)

• Fundamental Analyst, Industrial Team

  • Jan 2019 - May 2019

  • Completed industry review and in-depth report of United States Regional Airline Industry; conducted data collection and analysis; investigated history of industry development, upstream & downstream value chain, future trends, and value-driven factors; generated industry valuation analysis and created stock ranking within the industry• Delivered in-depth stock report: analyzed Allegiant Travel Company (ALGT), including historical evolution, business model, competitive advantage, and risk… • Completed industry review and in-depth report of United States Regional Airline Industry; conducted data collection and analysis; investigated history of industry development, upstream & downstream value chain, future trends, and value-driven factors; generated industry valuation analysis and created stock ranking within the industry• Delivered in-depth stock report: analyzed Allegiant Travel Company (ALGT), including historical evolution, business model, competitive advantage, and risk factors; set reasonable assumptions and carried out valuation analysis of Allegiant through comparable analysis, DCF and DDM model; granted the company a “BUY” rating in the final report• Presented research finding and investment proposal to portfolio managers; the recommended stock was selected into the fund portfolio and rose from $129 to $148.6 in two weeks, indicating a 15.16% floating profit Show more Show less



Bank of China International (BOCI)

• Intern Project Coordinator, Risk Management Division

  • Feb 2018 - Apr 2018

  • Independently presided over inaugural project of high-risk exposure counterparties watchlist; coordinated teams such as market risk, credit risk, global commodities, and private banking to set general criteria and procedures for observation and decision making• Collaborated with team members to conduct Potential Market Risk Exposure data checking• Completed global market commentary of monthly market risk report for market risk team



Cinda Wealth Investment Management Co., Ltd.

• Financial Analyst Intern

  • Jun 2017 - Aug 2017

  • Collaborated with seasoned financial analysts to manage investment portfolio of over 300 million USD, conducted quantitative research and built strategies for different investment categories, including Public and Private Equity, Fixed income, Distressed Assets, Forwards and Futures, Options and SWAPs, etc. • Independently carried out research and constructed database on proxy voting for a company invested by Cinda Wealth; this database is still used by that company in future business and… • Collaborated with seasoned financial analysts to manage investment portfolio of over 300 million USD, conducted quantitative research and built strategies for different investment categories, including Public and Private Equity, Fixed income, Distressed Assets, Forwards and Futures, Options and SWAPs, etc. • Independently carried out research and constructed database on proxy voting for a company invested by Cinda Wealth; this database is still used by that company in future business and upcoming IPO Show more Show less