Experience

Meliora Fund

• United States
• Investment Management
• 1 - 100 Employee

• Equity Research Analyst

  • Oct 2022 - Present



中国银河证券股份有限公司

• China
• Investment Banking
• 1 - 100 Employee

• Intern in Financial Products Department

  • Mar 2022 - May 2022

  Generated industry reports from client companies, assessed figures to determine most valuable products and managed promotional activities for company’s four core PE products. Collected sales data from all sales departments in Shanghai area, sorted these data through Excel and made daily analysis. Hosted online roadshow meetings to introduce primary PE products from Yanfu Investment Management Co., LTD to high-net-worth clients and create over 100 million sales of 1000 and 500… Show more Generated industry reports from client companies, assessed figures to determine most valuable products and managed promotional activities for company’s four core PE products. Collected sales data from all sales departments in Shanghai area, sorted these data through Excel and made daily analysis. Hosted online roadshow meetings to introduce primary PE products from Yanfu Investment Management Co., LTD to high-net-worth clients and create over 100 million sales of 1000 and 500 products on that day. Show less Generated industry reports from client companies, assessed figures to determine most valuable products and managed promotional activities for company’s four core PE products. Collected sales data from all sales departments in Shanghai area, sorted these data through Excel and made daily analysis. Hosted online roadshow meetings to introduce primary PE products from Yanfu Investment Management Co., LTD to high-net-worth clients and create over 100 million sales of 1000 and 500… Show more Generated industry reports from client companies, assessed figures to determine most valuable products and managed promotional activities for company’s four core PE products. Collected sales data from all sales departments in Shanghai area, sorted these data through Excel and made daily analysis. Hosted online roadshow meetings to introduce primary PE products from Yanfu Investment Management Co., LTD to high-net-worth clients and create over 100 million sales of 1000 and 500 products on that day. Show less



Huatai Securities Co., Ltd.

• China
• Investment Banking
• 700 & Above Employee

• Intern in Investing Banking Department

  • Jan 2021 - Feb 2021

  Performed analysis work with a five-member team in merger & acquisition project of a new-energy company. Directed due diligence of a ¥10 million listed photovoltaics company in Jiangsu, conducted comprehensive research on company’s operational documents and participated in writing the IPO due diligence report. Served as Secretary to the department, taking minutes for department internal review conferences and reported to team leader. Performed analysis work with a five-member team in merger & acquisition project of a new-energy company. Directed due diligence of a ¥10 million listed photovoltaics company in Jiangsu, conducted comprehensive research on company’s operational documents and participated in writing the IPO due diligence report. Served as Secretary to the department, taking minutes for department internal review conferences and reported to team leader.



PwC Mainland China and Hong Kong

• China
• Accounting
• 700 & Above Employee

• Audit Intern

  • Jul 2020 - Aug 2020

  Verified accounting documents, checked for errors, updated as needed and consolidated audit working papers daily. Conducted a due diligence task in a four-member team for a high-tech firm, gathered information and composed market evaluation report. Assessed market and competitive environment by analyzing market size, supply chain, product matrix and consumer groups: provided investment recommendations and facilitated Harvest Fund to invest on Terminus (a high-tech Unicorn in… Show more Verified accounting documents, checked for errors, updated as needed and consolidated audit working papers daily. Conducted a due diligence task in a four-member team for a high-tech firm, gathered information and composed market evaluation report. Assessed market and competitive environment by analyzing market size, supply chain, product matrix and consumer groups: provided investment recommendations and facilitated Harvest Fund to invest on Terminus (a high-tech Unicorn in China). Show less Verified accounting documents, checked for errors, updated as needed and consolidated audit working papers daily. Conducted a due diligence task in a four-member team for a high-tech firm, gathered information and composed market evaluation report. Assessed market and competitive environment by analyzing market size, supply chain, product matrix and consumer groups: provided investment recommendations and facilitated Harvest Fund to invest on Terminus (a high-tech Unicorn in… Show more Verified accounting documents, checked for errors, updated as needed and consolidated audit working papers daily. Conducted a due diligence task in a four-member team for a high-tech firm, gathered information and composed market evaluation report. Assessed market and competitive environment by analyzing market size, supply chain, product matrix and consumer groups: provided investment recommendations and facilitated Harvest Fund to invest on Terminus (a high-tech Unicorn in China). Show less