Experience

Oaklins HFG China

• China
• Investment Banking
• 1 - 100 Employee

• Merge and Acquisition Intern

  • Feb 2023 - Present

  1. Do industry research, deal origination, and execution 2. Prepare the production of presentation materials, and prepare transaction documents 3. Perform market and industry research, financial valuation, and analysis 4. Collect data, prepare meeting materials, coordinate schedules, and write meeting summaries. 1. Do industry research, deal origination, and execution 2. Prepare the production of presentation materials, and prepare transaction documents 3. Perform market and industry research, financial valuation, and analysis 4. Collect data, prepare meeting materials, coordinate schedules, and write meeting summaries.



University of Southern California

• United States
• Higher Education
• 700 & Above Employee

• Option Pricing Project

  • Aug 2022 - Dec 2022

  1. Calculated weights of five ETFs in Minimum Variance Portfolio (MVP), Global Minimum Variance Portfolio (GMVP), mutual fund portfolio, and Maximum Sharpe Ratio Portfolio (MSRP) using Python, and compared pros and cons of those portfolios 2. Calculated BSM (Black-Scholes Model) price and implied volatility and plotted the implied volatility against option price by using python 3. Estimated and plotted the Option Greeks (Delta, Gamma, Theta, Vega, and Rho) for call option and put option using Python Show less



University of Southern California

• United States
• Higher Education
• 700 & Above Employee

• California House Market Prices Prediction Project

  • Jan 2022 - May 2022

  1. Cleaned and visualized the dataset using Python2. Used box plot to analyze the unrealistic outliers and remove outliers to prevent a negative impact on the final prediction3. Calculated the importance of variables (median income, distance to coast, population per household, etc.) 4. Used OLS and Random Decision Forest to predict California house prices and calculate the R25. Compared the accuracy of the results from OLS regression and Random Forest Regression by calculating the RMSE and plotting actual data against predicted data. Show less

• Amazon Financial Forecasting and Valuation Project

  • Jan 2022 - May 2022

  1. Analyzed materials from Bloomberg using Excel spreadsheets to build an understanding of financial statements2. Analyzed monthly, quarterly, and annual financial reports to determine key drivers impacting the company’s financial performance, for example, sales and operating expense3. Applied two-stage DCF model to produce an equity value, compared benchmark from Bloomberg, and reported intrinsic value to provide buy, hold, or sell recommendation4. Produced written analyst report on 5-year financial forecast and valuation to promote investment views and marketing, and presented the results to the Company’s Board of Directors Show less



Accenture

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

• Project Management Intern

  • May 2021 - Sep 2021

  I eliminated communication barriers and liaised between the IT group/executives to seamlessly implement product feature. I identified gaps and controlled budget by summarizing business documents and IT strategies on the Agile system. I delivered robust support in the preparation of the financial report and presentation of findings, including the creation of visuals, to key stakeholders. I eliminated communication barriers and liaised between the IT group/executives to seamlessly implement product feature. I identified gaps and controlled budget by summarizing business documents and IT strategies on the Agile system. I delivered robust support in the preparation of the financial report and presentation of findings, including the creation of visuals, to key stakeholders.



CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Mergers and Acquisitions Intern

  • Jul 2019 - Sep 2019

  I rendered active support to the portfolio management function by conducting performance analysis to identify areas for improvement and execute effective courses of action for enhancement of overall efficiency. I gathered and analyzed pertinent accounting support by working side by side with the target company’s accounting and financial executives. Here is my notable achievement from the tenure: • Strived for operational optimization by participating in due diligence conference call with Ji Yao Holding Group. Show less