Experience

• 

  Oaklins

  • United States
  • Investment Banking
  • 1 - 100 Employee

  • Investment Banking Associate

    • Sep 2021 - Present
    • Shanghai, China

    Cross Border M&A - Beaulieu International Group's divestiture in China - Perdue Farm's divestiture in China - DayDayCook (DDC.NYSE)'s acquisition in Italy

• 

  Deloitte

  • Shanghai

  • Audit Associate

    • Oct 2019 - Sep 2021
    • Shanghai

    - Performed industrial analysis for audit entities, such as, Wittur, Korean Ginseng Corporation, Chanel, Winston Law firm and Top Alliance Bioscience Inc. and interviewed with management to get more knowledge and data about their corresponding industries. - Recognized key risk points via walk-trough test, and formulate audit procedures based on confirmed risk level - Inspected the completeness, accuracy, existence and cutoff of entities’ financial report accounts - Produced trend analysis about entities sales, cost, payroll, expense etc. via Excel charts and Power BI and excavated the causes of the changes. - Adequately communicated with entities in order to solving problems that occurred during audit processes and collecting audit evidence, and then prepare financial reports. Led and helped in finishing more than 10 audit reports.

• 

  东方证券股份有限公司

  • 中国 上海

  • Product Manager Assistant Intern

    • Jun 2018 - Aug 2018
    • 中国 上海

    - Participated into due diligence on Caitong Fund and Harvest Fund whose products were sold by Orient Securities on a commission basis, and researched on their fund managers and historical returns, and then composed due diligence reports - Settled data of all domestic branches’ sales records, awards records, and client records after fundraising - Involved into options business expansion program, and responsible for data summarization of new customers

• 

  JGR Capital

  • Greater New York City Area

  • Investment Banking Analyst Intern

    • Apr 2018 - May 2018
    • Greater New York City Area

• 

  陕西股权交易中心股份有限公司

  • Xi'an, Shaanxi, China

  • Trade and Custody Intern

    • Jun 2017 - Aug 2017
    • Xi'an, Shaanxi, China

    - Participated in a team and designed the first financial product for the company with teammates. The product is mainly focus on gaining capital for medium and small companies. - Communicated with the clients, banks, and insurance companies frequently to ensure the we worked together smoothly. - Collected data and information from meetings and researches.

• 

  中国建设银行股份有限公司

  • Yulin, Shaanxi, China

  • Assistant manager intern

    • Jul 2016 - Aug 2016
    • Yulin, Shaanxi, China

    - Helped in guiding customers in the lobby and introduced latest financial products to customers - In a team, created a new data set of customers who holding our financial products.

• 

  China Everbright Bank

  • China
  • Banking
  • 700 & Above Employee

  • Assistant Customer Manager Intern

    • Jul 2015 - Aug 2015
    • Xi'an, Shaanxi, China

    - Worked in a team that focus on personal loan. - Collected data and information from customers who have loan needs, then reported them to supervisor. - Kept updating customer information base on excel in time.