研究员

• Oct 2019 - Present

Research Analyst

• Jul 2018 - Oct 2019

Manager

• Sep 2017 - Jul 2018

Consultant

• Oct 2016 - Sep 2017

 Engage in a treasury management project for a famous public company; assist the team in client interview, understanding the current status, making the treasury management plans, including cash pool design, investment and financing management, risk management, foreign exchange management, cash planning and forecasting, preparation for the treasury management system implementation, ect.  Engage in a treasury management designing project for a famous private company, assist with research on present Hong Kong financial market status, law and statue; make Hong Kong financial center strategy planning, including cash pool design, foreign exchange risk management, financing and investing management, staff allocation for financial center, ect.  Participate in a famous automobile company risk management project. Helping the team collect, settle and analyze more than 400+ dealerships financial and risk reports. Explore the risk reasons behind, through financial index, cash flow forecast and external information.  Participate in a famous automobile company financial training project. Design the training materials, including fundamental financial knowledge, BM reports, financial index, dealership index, etc. Show less

Composer

• Feb 2017 - Jun 2017

 The official account is already registered in YiDianZiXun platform, they update our papers at the same time.  Compose the trading research papers, including whether the trends trading is reliable, low volatility stock with higher returns phenomenon.  Manage the daily maintenance and operations of the wechat official account, including cooperate with other official accounts.  The official account is already registered in YiDianZiXun platform, they update our papers at the same time.  Compose the trading research papers, including whether the trends trading is reliable, low volatility stock with higher returns phenomenon.  Manage the daily maintenance and operations of the wechat official account, including cooperate with other official accounts.

Intern

• Apr 2016 - Jul 2016

Investment banking dept.  Review the annual reports of listed companies, including financial status, organization structure, risk management, important changes, etc  Follow the initial public offerings status, and provide feedbacks and instructions to the listed companies on obey the SEC regulations and laws Investment banking dept.  Review the annual reports of listed companies, including financial status, organization structure, risk management, important changes, etc  Follow the initial public offerings status, and provide feedbacks and instructions to the listed companies on obey the SEC regulations and laws

Part time

• Jan 2015 - Jul 2015

Intern

• May 2015 - Jun 2015

Internship

• Oct 2012 - Mar 2013

Investment Banking dept.  One of the team members to support the investment banking unit’s domestic trading activities across foreign exchange, bond, money market etc.  Tracked all trading transactions regularly and prepared summary reports according to respective products.  Assisted in registration of various trading systems accounts and summed up user manual for the team’s reference. Investment Banking dept.  One of the team members to support the investment banking unit’s domestic trading activities across foreign exchange, bond, money market etc.  Tracked all trading transactions regularly and prepared summary reports according to respective products.  Assisted in registration of various trading systems accounts and summed up user manual for the team’s reference.