Experience

中信建投证券股份有限公司

• China
• Investment Banking
• 1 - 100 Employee

• 研究助理实习生

  • Sep 2023 - Present



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Analyst Intern in Investment Banking Division

  • Jul 2023 - Sep 2023

  Conducted macro fundamentals and industry market trend analysis for a large technology company to write relevant working papers, corporate memos and Excel pivot tables. The registered capital of the enterprise exceeded RMB 2 billion. • Supported a US listed company to complete the listing operation on the HK stock market, independently carried out the due diligence analysis and report production of expenses from 2018 to 2022 based on the financial performance of enterprises. • Gathered customer financial information and data analysis, paid attention to their performance in liquidity, operational efficiency, expected profit, etc., wrote preliminary analysis report and investment summary. Show less



AIA Hong Kong and Macau

• Hong Kong
• Insurance
• 700 & Above Employee

• 实习生

  • Jul 2023 - Jul 2023



Citi

• United States
• Financial Services
• 700 & Above Employee

• Part-time Intern position

  • Mar 2023 - Apr 2023

  Researched the competitive landscape of the chemical industry and end product market, compared the main financial data and operating indicators of the target company with comparable peers. The scale of the M&A case reached 250 million US dollars • Participated in project due diligence and review financial statements and other legal, financial, and business materials; Analyzed the company's development history, competitive advantages and financial situation to prepare pitch materials. • Assisted in building financial models to analyze post investment growth potential. Evaluated the company using the DCF method and independently completed cash flow calculations, investment return forecasts and sensitivity analysis. • Carried out market analysis and industry research, including business operation, market competition environment and internal and external influencing factors through SWOT, PESTEL and financial analysis, comparable analysis. • Produced industry analysis reports through desktop research, industry data collection, industry trend sorting, researched on the development history of leading companies, so as to provide information support for investment strategies. Show less



大华会计师事务所（特殊普通合伙）

• China
• Accounting
• 1 - 100 Employee

• Summer Intern

  • Jun 2022 - Sep 2022



恒泰长财证券有限责任公司

• 中国 北京市

• Intern in the Investment Banking Division

  • Nov 2021 - Jan 2022

  Reviewed and organized a large number of accounting standards, audit procedures, regulatory and policy documents related to the listing system on the New Third Board. • Compiled indexes through reading of working papers and the organization, verification, archiving of documents to facilitate subsequent retrieval. The index was evaluated by project team members as highly clear and easy to use. • Participated in the writing of about 20 pages in the financial chapter of the initial draft of the prospectus, led the analysis and research of chemical, material and software technology industries, such as Business core values, industry development advantages, strategic feasibility, and potential risk factors, the registered capital of the project was over 10 million. Show less



Shanghai Pudong Development Bank

• Banking
• 700 & Above Employee

• Intern in the Financial Market Division

  • Jun 2021 - Nov 2021

  Cooperated with the asset custody business leader of the Financial Market Department to carry out daily management work such as stock business operation, customer service and system maintenance. Assisted the business operator in coordinating and communicating with various branches to ensure consistency of information, in accordance with the work requirements of the head office regarding the transfer of stock custody business to the headquarters for centralized operation. Cleaned up and updated information on the over 50 accounts with terminated cooperation in stock. Show less