Experience

Essence Securities Co., Ltd

• China
• Investment Banking
• 200 - 300 Employee

• Intern

  • Jun 2022 - Sep 2022

  - Compiled the patents of the client company through the China Patent Inquiry Network meanwhile conducting the minutes of the project establishment meeting and addressed the concern of approval committee members in gross profit higher than the industry average, the sustainability of the business model, and low inventory turnover rate to support team follow-up. - Analyzed the main business of companies in the small household appliance industry and investigated the bank records of five… Show more - Compiled the patents of the client company through the China Patent Inquiry Network meanwhile conducting the minutes of the project establishment meeting and addressed the concern of approval committee members in gross profit higher than the industry average, the sustainability of the business model, and low inventory turnover rate to support team follow-up. - Analyzed the main business of companies in the small household appliance industry and investigated the bank records of five directors and senior managers by creating five Excel tables and PPT to help the team in conducting due diligence. -Improved company internal IPO due diligence training by revising the PPT materials. Show less - Compiled the patents of the client company through the China Patent Inquiry Network meanwhile conducting the minutes of the project establishment meeting and addressed the concern of approval committee members in gross profit higher than the industry average, the sustainability of the business model, and low inventory turnover rate to support team follow-up. - Analyzed the main business of companies in the small household appliance industry and investigated the bank records of five… Show more - Compiled the patents of the client company through the China Patent Inquiry Network meanwhile conducting the minutes of the project establishment meeting and addressed the concern of approval committee members in gross profit higher than the industry average, the sustainability of the business model, and low inventory turnover rate to support team follow-up. - Analyzed the main business of companies in the small household appliance industry and investigated the bank records of five directors and senior managers by creating five Excel tables and PPT to help the team in conducting due diligence. -Improved company internal IPO due diligence training by revising the PPT materials. Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Services Consultant

  • Jul 2021 - Aug 2021

  - Analyzed the domestic regulatory requirements on anti-money laundering, anti-terrorist financing, IT, and other topics when the overseas bank established its main body in China by creating Excel for the client company. - Concluded key takeaways of seven meetings with clients, planned team next-step work plans with the project manager, and organized the work schedule for team members to follow up and ensure the project is delivered on time. - Developed 15-pages PPT for the client to… Show more - Analyzed the domestic regulatory requirements on anti-money laundering, anti-terrorist financing, IT, and other topics when the overseas bank established its main body in China by creating Excel for the client company. - Concluded key takeaways of seven meetings with clients, planned team next-step work plans with the project manager, and organized the work schedule for team members to follow up and ensure the project is delivered on time. - Developed 15-pages PPT for the client to reference by communicating with five client division teams, analyzing the Chinese regulatory requirement, and creating specific action plans for teammates. - Evaluated the due diligence process of eight banks and analyzed their best practices in high-risk feature identification capabilities and early warning monitoring by creating Excel tables. Show less - Analyzed the domestic regulatory requirements on anti-money laundering, anti-terrorist financing, IT, and other topics when the overseas bank established its main body in China by creating Excel for the client company. - Concluded key takeaways of seven meetings with clients, planned team next-step work plans with the project manager, and organized the work schedule for team members to follow up and ensure the project is delivered on time. - Developed 15-pages PPT for the client to… Show more - Analyzed the domestic regulatory requirements on anti-money laundering, anti-terrorist financing, IT, and other topics when the overseas bank established its main body in China by creating Excel for the client company. - Concluded key takeaways of seven meetings with clients, planned team next-step work plans with the project manager, and organized the work schedule for team members to follow up and ensure the project is delivered on time. - Developed 15-pages PPT for the client to reference by communicating with five client division teams, analyzing the Chinese regulatory requirement, and creating specific action plans for teammates. - Evaluated the due diligence process of eight banks and analyzed their best practices in high-risk feature identification capabilities and early warning monitoring by creating Excel tables. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Personal Assistant

  • Dec 2020 - Jan 2021

  - Researched the entertainment brokerage industry by collecting data from market size, driving factors, and development prospects, evaluating the industry development momentum and ceiling, and assisting the investment team in the analysis and screening of information relevant to the team. - Conducted analysis of leading companies by analyzing horizontal benchmarking between customers and leading companies in the industry from the perspectives of company size, business model, and… Show more - Researched the entertainment brokerage industry by collecting data from market size, driving factors, and development prospects, evaluating the industry development momentum and ceiling, and assisting the investment team in the analysis and screening of information relevant to the team. - Conducted analysis of leading companies by analyzing horizontal benchmarking between customers and leading companies in the industry from the perspectives of company size, business model, and diversification. - Assisted the team to develop a financial model for the next five years by analyzing the target company's operating performance under the background of the epidemic, as well as conducting verification of historical raw data. Show less - Researched the entertainment brokerage industry by collecting data from market size, driving factors, and development prospects, evaluating the industry development momentum and ceiling, and assisting the investment team in the analysis and screening of information relevant to the team. - Conducted analysis of leading companies by analyzing horizontal benchmarking between customers and leading companies in the industry from the perspectives of company size, business model, and… Show more - Researched the entertainment brokerage industry by collecting data from market size, driving factors, and development prospects, evaluating the industry development momentum and ceiling, and assisting the investment team in the analysis and screening of information relevant to the team. - Conducted analysis of leading companies by analyzing horizontal benchmarking between customers and leading companies in the industry from the perspectives of company size, business model, and diversification. - Assisted the team to develop a financial model for the next five years by analyzing the target company's operating performance under the background of the epidemic, as well as conducting verification of historical raw data. Show less



CHINA CITIC BANK

• Banking
• 400 - 500 Employee

• International Settlement Assistant

  • Jul 2019 - Aug 2019

  - Demand analysis: Collected the remittance demand from 150 companies in Zhejiang and conducted information cross and comparative analysis to ensure accuracy and authenticity reached 100%. The rejection request reached the lowest in history. - Information management: Collected customer deposits, deposit receipts, and other information. Used pivot tables to accelerate information efficiency by 50% based on the latest logistics data, global trade index, and customer conditions. - Process… Show more - Demand analysis: Collected the remittance demand from 150 companies in Zhejiang and conducted information cross and comparative analysis to ensure accuracy and authenticity reached 100%. The rejection request reached the lowest in history. - Information management: Collected customer deposits, deposit receipts, and other information. Used pivot tables to accelerate information efficiency by 50% based on the latest logistics data, global trade index, and customer conditions. - Process optimization: Established a cross-departmental communication mechanism from 0-1. Analyzed pain points of unclear responsibilities and tasks in the internal team within one month and unearthed the risks of slow feedback and high potential churn in customer relationships. Standardized requirements with clarity and enhanced communication efficiency by 30%. Show less - Demand analysis: Collected the remittance demand from 150 companies in Zhejiang and conducted information cross and comparative analysis to ensure accuracy and authenticity reached 100%. The rejection request reached the lowest in history. - Information management: Collected customer deposits, deposit receipts, and other information. Used pivot tables to accelerate information efficiency by 50% based on the latest logistics data, global trade index, and customer conditions. - Process… Show more - Demand analysis: Collected the remittance demand from 150 companies in Zhejiang and conducted information cross and comparative analysis to ensure accuracy and authenticity reached 100%. The rejection request reached the lowest in history. - Information management: Collected customer deposits, deposit receipts, and other information. Used pivot tables to accelerate information efficiency by 50% based on the latest logistics data, global trade index, and customer conditions. - Process optimization: Established a cross-departmental communication mechanism from 0-1. Analyzed pain points of unclear responsibilities and tasks in the internal team within one month and unearthed the risks of slow feedback and high potential churn in customer relationships. Standardized requirements with clarity and enhanced communication efficiency by 30%. Show less



Shinyway International

• Education Management
• 100 - 200 Employee

• Teaching Assistant

  • Jun 2018 - Aug 2018

  - User analysis: Led 80 student interviews. According to student preferences, interests, and habits, current students had a common vocabulary and one-sided understanding of vocabulary, designed curriculum system, and standardized course content into the syllabus. - Strategic analysis: Discovered students' reading ability should reach a vocabulary standard of 70-80 per minute with a random sample survey, summarized students' vocabulary and reading speed are below the average and formulated… Show more - User analysis: Led 80 student interviews. According to student preferences, interests, and habits, current students had a common vocabulary and one-sided understanding of vocabulary, designed curriculum system, and standardized course content into the syllabus. - Strategic analysis: Discovered students' reading ability should reach a vocabulary standard of 70-80 per minute with a random sample survey, summarized students' vocabulary and reading speed are below the average and formulated reading plans and improve the reading rate of 90% within three months. Obtained 100% positive feedback from students' parents and the approval of the Ohio Regional Education Officer. Show less - User analysis: Led 80 student interviews. According to student preferences, interests, and habits, current students had a common vocabulary and one-sided understanding of vocabulary, designed curriculum system, and standardized course content into the syllabus. - Strategic analysis: Discovered students' reading ability should reach a vocabulary standard of 70-80 per minute with a random sample survey, summarized students' vocabulary and reading speed are below the average and formulated… Show more - User analysis: Led 80 student interviews. According to student preferences, interests, and habits, current students had a common vocabulary and one-sided understanding of vocabulary, designed curriculum system, and standardized course content into the syllabus. - Strategic analysis: Discovered students' reading ability should reach a vocabulary standard of 70-80 per minute with a random sample survey, summarized students' vocabulary and reading speed are below the average and formulated reading plans and improve the reading rate of 90% within three months. Obtained 100% positive feedback from students' parents and the approval of the Ohio Regional Education Officer. Show less