Experience

Lakefront Asset Management

• China
• Investment Management
• 1 - 100 Employee

• Research Analyst

  • Nov 2020 - Present

• Investment Summer Intern

  • Jun 2020 - Nov 2020



Taikang Asset Management

• Financial Services
• 100 - 200 Employee

• Asset Management Off-Cycle Intern

  • Dec 2018 - May 2019

  Project – Evaluation System for Portfolio Asset Products•Collected and sorted evaluation demands for different portfolio assets (mainly for insurance asset management products and pension products) by organizing conferences with product managers. •Selected and Screened functional modules and index by reading latest research, referring to similar systems and meeting with other financial experts (mainly risk managers and portfolio managers). •Deeply investigated the rationality and validity of analytical models adopted by suppliers and verified the reliability of their results in order to provide reference for supplier selection. •Independently completed the system design plan including overall framework, functional modules with related model and project scheduling, which is entirely adopted by the product manager.



Soochow Securities Co., Ltd.

• China
• Financial Services
• 100 - 200 Employee

• Equity Research Off-Cycle Intern

  • Aug 2018 - Nov 2018

  •Valued and drafted in-depth research reports on two listed education companies by exploring their business structure, competitive edge and growth potential.•Modified two original parameter assumptions (one for growth rate and another for forecasted government subsidies) in the financial model when drafting interim reviews of several listed education companies, based on the result of industry and policy analysis.•Kept buy-side (mainly pension funds and mutual funds) clients updated by sending emails and making phone calls.



China Galaxy International Financial Holdings Limited

• Hong Kong
• Financial Services
• 1 - 100 Employee

• DCM Off-cycle Intern

  • Sep 2016 - Dec 2016

  •Supported routine work after bond issuance such as drafting documents, contacting debtors for interest payment and collecting required compliance materials from clients. •Assisted bond underwriting by preparing underwriting materials and participating book-building of 3 corporate bonds •Supported routine work after bond issuance such as drafting documents, contacting debtors for interest payment and collecting required compliance materials from clients. •Assisted bond underwriting by preparing underwriting materials and participating book-building of 3 corporate bonds