Experience

China Renaissance 华兴资本

• China
• Investment Banking
• 200 - 300 Employee

• Associate

  • Oct 2020 - Present

• Analyst, Healthcare

  • Jan 2018 - Oct 2020



China Renaissance 华兴资本

• China
• Investment Banking
• 200 - 300 Employee

• Summer Analyst, Healthcare

  • Jun 2017 - Sep 2017

  * Completed top-line financial models and the pipeline analysis section of management presentations for two pharmaceutical companies which develop new drugs and 505b (2) drugs* Arranged roadshows & due diligence meetings with 30+ institutional investors, and designed two supplementary explanatory slides of druggability and commercialization plans according to investors’ concerns* Researched 50+ star companies of the genetic testing industry, finished the report of the value chain and industry development



Illinois Business Consulting

• United States
• Business Consulting and Services
• 200 - 300 Employee

• Consultant

  • Sep 2016 - May 2017

  * Performed break-even tests with industry salary data to assessed the feasibility of hiring new employees;* Identified financial weaknesses and improved the budgeting and cash management system to make the business more profitable;* Communicated with the executive clients to update our latest insights and gather in-depth information on weekly client meetings * Performed break-even tests with industry salary data to assessed the feasibility of hiring new employees;* Identified financial weaknesses and improved the budgeting and cash management system to make the business more profitable;* Communicated with the executive clients to update our latest insights and gather in-depth information on weekly client meetings



Fosun 复星

• China
• Financial Services
• 700 & Above Employee

• Private Equity Summer Analyst

  • Mar 2016 - Aug 2016

  * Initiated to develop a matrix to forecast Moody’s rating on a mid-cap shale gas company, and the model was adopted by the team* Conducted cost, operation, and leverage benchmarking test in the global oil exploration and production industry, and selected fourteen ideal investment targets to be further researched* Cooperated with the vice president to conduct fundamental analysis on five bond issuers, and visualized our views in the investment recommendation reports; two of five bonds has already been approved to invest US$ 90 million aggregately* Developed two financial models to estimate free cash flow, capital expenditure and credit default risk in the coming five years with conservative and pessimistic oil price assumption;



Everbright Securities

• China
• Investment Banking
• 200 - 300 Employee

• Investment Banking Summer Analyst

  • May 2015 - Oct 2015

  * Contacted the CEO of a potential client through networking and persuaded him to put our firm on his list* Finished analytical reports on seven clients’ growth engine, restraints and compliance risks to serve as team’s reference* Designed due diligence questionnaires for executives, suppliers, clients and creditors, and participated in the field investigation to support two companies’ IPO process (a finance firm and a hydropower station group)* Conducted primary valuation by comparing similar companies’ market performance and financial data, and developed an efficient method to draw mass data from WIND and Bloomberg which accelerated team’s analysis process



KPMG China

• Hong Kong
• Financial Services
• 700 & Above Employee

• Audit Intern, Financial Services Division

  • Jan 2015 - Mar 2015

  * Audited a major security company under the guidance of the senior professionals, and conducted the whole audit process independently on business tax and unamortized expense* Liaised with staff from more than twenty financial institutions to follow confirmation requests, and achieved a response rate over 90% in two weeks* Modified final annual report’s disclosure format in harmony with the latest accounting standards; consulted twelve team members about the modification and worked out the report