M&A Analyst

• Jun 2022 - Present

Investment Analyst

• Dec 2021 - Jun 2022

- Sourced approximately 100 startups in the 2C field through various contacts such as professional platform, networking, FA, etc., and successfully established contact with 2/3 of them- Participated in new project meetings, communicated with startup founders or CEOs to learn about the business model, cost structure, revenue scale and other basic company information, and generated about 60 meeting minutes for follow-up needs and reference- Conducted industry and company research in terms of market size, outlook and trends, competitors, etc., on valuable and promising projects, and presented at weekly meeting- Deeply participated in the whole process of a multi-million USD overseas investment project, including the first meeting minutes, industry research, due diligence, investment memo, etc. - Performed other responsibilities regarding interpretation and translation, deal log organization, portfolio management, etc.

Client Services Intern Analyst

• Apr 2021 - Jul 2021

- Investigated the operating status, financial health, and company history of companies that may become SnapSwap's customers or partners- Executed industry research in the smart payments and accounting industry to identify prospective opportunities to enlarge the business- Conducted periodic risk assessments of AML risks based on financial transactions pattern, KYC, digital expense reports, and sanction list- Contacted clients mainly via email to introduce and follow up on SnapSwap's premier product, Everest, updated the info in Excel in time

Research Analytics Intern

• May 2020 - Jul 2020

- Performed industry research on technology and social impact sectors, developed product strategies to pinpoint the most relevant subject matter needed by experts; calibrated the database to assess market reaction and scenario analysis on positive/negative impacts under COVID-19- Sourced 20+ venture capital firms within ESG sector and developed the pitchbooks including the financial planning, operations analysis, cost-cutting measures, acquisition integration, procurement/sourcing, and risk mitigation- Collected data from various sources, including impact statements, quarterly reports, cashflow notices, financial statements, and documentation at the fund level (i.e seed, series A, Series B)- Utilized Excel Pivot Table to aggregate all target sector clients to visualize the top funding amount and industry trend landscape; selected top 10 companies and illustrate SWOT analysis