Experience

Grand Resources Group Co.,LTD.
• China
• Chemical Manufacturing
• Industry Analyst

  • Jun 2021 - Present

China CITIC Bank
• China
• Banking
• 100 - 200 Employee
• Management Trainee

  • Dec 2020 - May 2021


Roland Berger

• Germany
• Business Consulting and Services
• 700 & Above Employee

• Part Time Assistant

  • Dec 2018 - May 2019

  • Supported a 5-year strategy planning project for a top Chinese security company • Assisted in building financial models for clients; Analyzed global industry data and developed insight into digital transformation in securities industry • Supported a 5-year strategy planning project for a top Chinese security company • Assisted in building financial models for clients; Analyzed global industry data and developed insight into digital transformation in securities industry



Founder Securities Co., Ltd.

• United States
• Financial Services
• 100 - 200 Employee

• Quantitative Investment Assistant Intern

  • May 2018 - Aug 2018

  • Conducted quantitative modeling and performance attribution analysis for commodity futures factors to study commodity futures investment strategy • Cleaned and maintained historical commodities database through VBA and Python; Tracked and updated data about crude oil on daily basis with streaming data from Bloomberg; Visualized price fluctuation and market data in Python • Complied a report on Investment Strategy Research Based on the Maturity Structure of Commodity Futures; Generated weekly investment strategy report, delivered presentation on internal multi-party audio conferencesClick here to add accomplishment statements Show less



华盖资本有限责任公司

• China
• Business Consulting and Services
• 1 - 100 Employee

• Investment Assistant Intern

  • Apr 2018 - Jun 2018

  • Engaged in due diligence of companies in the medical equipment and medical high-tech industries; Conducted industry research on pharmaceuticals and medical equipment e-commerce platforms • Collected information about companies’ potential development risk and prospects from internal files; Utilized Choice and investment research websites to retrieve related financial data • Engaged in due diligence of companies in the medical equipment and medical high-tech industries; Conducted industry research on pharmaceuticals and medical equipment e-commerce platforms • Collected information about companies’ potential development risk and prospects from internal files; Utilized Choice and investment research websites to retrieve related financial data



浙商证券股份有限公司

• Capital Markets
• 1 - 100 Employee

• Research Analyst Intern

  • Mar 2018 - Jun 2018

  • Participated in the 289 generic drug consistency evaluation project; Used Wind, Choice and Menet to analyze and visualized data in Excel Pivot Table; Helped update and maintain the local database through VBA • Prepared weekly reports on the pharmaceutical sector; Formulated an in-depth 39-page report on the innovative drug sector under the guidance of senior analysts, explored history, current situation and development prospects of blood products industry • Participated in the 289 generic drug consistency evaluation project; Used Wind, Choice and Menet to analyze and visualized data in Excel Pivot Table; Helped update and maintain the local database through VBA • Prepared weekly reports on the pharmaceutical sector; Formulated an in-depth 39-page report on the innovative drug sector under the guidance of senior analysts, explored history, current situation and development prospects of blood products industry



EY

• Entertainment Providers
• 1 - 100 Employee

• Audit Intern

  • Jan 2018 - Mar 2018

  • Engaged in the annual audit work of five fund companies, including Caitong Fund and Yinhe Fund • Cooperated with Senior on working papers and financial report preparation • Engaged in the annual audit work of five fund companies, including Caitong Fund and Yinhe Fund • Cooperated with Senior on working papers and financial report preparation