Business Coordination Specialist

• Apr 2020 - Present

Financial Advisor Intern

• Apr 2019 - Nov 2019

Investment Banking Summer Intern

• Jun 2018 - Sep 2018

• In-depth analysis of consumer industry: combed high-quality target companies, tracked hot spots, judged future trends and identified deal opportunities • Participation in the UCommune project: drew teaser, integrated datapack and Cap table, built financial forecasting model and conducted company valuation via transaction multiples • Assisted in terms negotiation and due diligence communication of investors and founding teams • In-depth analysis of consumer industry: combed high-quality target companies, tracked hot spots, judged future trends and identified deal opportunities • Participation in the UCommune project: drew teaser, integrated datapack and Cap table, built financial forecasting model and conducted company valuation via transaction multiples • Assisted in terms negotiation and due diligence communication of investors and founding teams

Debt Capital Markets Intern

• Mar 2017 - Sep 2017

• Researched more than 60 bond prospectuses and credit rating reports and drafted 3 research reports on credit investment strategy of IRS, PPN and EB • Sold 4 Billion RMB primary bond products, increasing department’s sales by 10% in one month • Assisted in bidding and listing process of 200 treasury bonds and calculated pledged repurchase net price • Researched more than 60 bond prospectuses and credit rating reports and drafted 3 research reports on credit investment strategy of IRS, PPN and EB • Sold 4 Billion RMB primary bond products, increasing department’s sales by 10% in one month • Assisted in bidding and listing process of 200 treasury bonds and calculated pledged repurchase net price

Investment Banking Intern

• Oct 2016 - Jan 2017

• Involved in 2 Chinese company’s listing on NEEQ: Datsing Bio-Tech. and Paratera Tech., conducted due diligence by company visit, legal check, and financial verification • Drafted the industry section of public prospectus independently through summarizing over 30 research reports and participated in the modification of public prospectus of Datsing Bio-Tech • Searched and sorted more than 500 application materials regarding accounting, auditing and compliance, such as client’s core technology, patents and purchase and sales contracts Show less

Wealth Management Intern

• Jul 2016 - Sep 2016

• Developed product and service offers in order to facilitate customer acquisition and to create customer values, such as designing French Pass, drafting service proposal and budget plans with 4 airline partners and offering partnership with 3 potential partners • Maintained and improved SG loyalty program for customer retention by designing “One tour to France” service package • Prepared and updated information of selected funds and structural products with the use of NAV system • Developed product and service offers in order to facilitate customer acquisition and to create customer values, such as designing French Pass, drafting service proposal and budget plans with 4 airline partners and offering partnership with 3 potential partners • Maintained and improved SG loyalty program for customer retention by designing “One tour to France” service package • Prepared and updated information of selected funds and structural products with the use of NAV system