Experience

Huatai Securities Co., Ltd.

• China
• Investment Banking
• 700 & Above Employee

• Analyst

  • Jul 2021 - Sep 2021

  Involved in RMB 3.0 billion renewable corporate bond issuance from China Huadian Corporation; mainly responsible for. consolidation of working paper, update and detailed analysis of financial performance section in prospectus. Worked on the semi-annual report for Beijing Shougang Fund’s corporate bond by updating latest financial performance. Facilitated the team on the RMB 300 million bond issuance project (phase 2) by Hebei Shunde Investment Group and independently drafted key… Show more Involved in RMB 3.0 billion renewable corporate bond issuance from China Huadian Corporation; mainly responsible for. consolidation of working paper, update and detailed analysis of financial performance section in prospectus. Worked on the semi-annual report for Beijing Shougang Fund’s corporate bond by updating latest financial performance. Facilitated the team on the RMB 300 million bond issuance project (phase 2) by Hebei Shunde Investment Group and independently drafted key sections in prospectus including business overview and financial performance Show less Involved in RMB 3.0 billion renewable corporate bond issuance from China Huadian Corporation; mainly responsible for. consolidation of working paper, update and detailed analysis of financial performance section in prospectus. Worked on the semi-annual report for Beijing Shougang Fund’s corporate bond by updating latest financial performance. Facilitated the team on the RMB 300 million bond issuance project (phase 2) by Hebei Shunde Investment Group and independently drafted key… Show more Involved in RMB 3.0 billion renewable corporate bond issuance from China Huadian Corporation; mainly responsible for. consolidation of working paper, update and detailed analysis of financial performance section in prospectus. Worked on the semi-annual report for Beijing Shougang Fund’s corporate bond by updating latest financial performance. Facilitated the team on the RMB 300 million bond issuance project (phase 2) by Hebei Shunde Investment Group and independently drafted key sections in prospectus including business overview and financial performance Show less



China Securities Co., Ltd

• China
• Investment Banking
• 200 - 300 Employee

• Quantitative Analyst

  • Feb 2021 - May 2021

  Conducted research on client, competitors, industry, and capital markets to assist in drafting corporate bond prospectus; performed in-depth financial and operational due diligence on client companies. Maintain client portfolios in the analytic system; updating, pricing, generating reports, and providing financing options in a timely manner. Assisted in the development of a roadshow presentation in the construction industry to involve investors and gauge the price. range and maturity;… Show more Conducted research on client, competitors, industry, and capital markets to assist in drafting corporate bond prospectus; performed in-depth financial and operational due diligence on client companies. Maintain client portfolios in the analytic system; updating, pricing, generating reports, and providing financing options in a timely manner. Assisted in the development of a roadshow presentation in the construction industry to involve investors and gauge the price. range and maturity; wrote report on relevant legal clauses and documents. Set up framework and developed strategies for improving operation efficiencies, as well as operation costs by providing up-to-dated dashboard using Minitab. Independently drafted key sections in prospectus including business overview and financial performance Show less Conducted research on client, competitors, industry, and capital markets to assist in drafting corporate bond prospectus; performed in-depth financial and operational due diligence on client companies. Maintain client portfolios in the analytic system; updating, pricing, generating reports, and providing financing options in a timely manner. Assisted in the development of a roadshow presentation in the construction industry to involve investors and gauge the price. range and maturity;… Show more Conducted research on client, competitors, industry, and capital markets to assist in drafting corporate bond prospectus; performed in-depth financial and operational due diligence on client companies. Maintain client portfolios in the analytic system; updating, pricing, generating reports, and providing financing options in a timely manner. Assisted in the development of a roadshow presentation in the construction industry to involve investors and gauge the price. range and maturity; wrote report on relevant legal clauses and documents. Set up framework and developed strategies for improving operation efficiencies, as well as operation costs by providing up-to-dated dashboard using Minitab. Independently drafted key sections in prospectus including business overview and financial performance Show less



Gugnir and Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Equity Research Analyst

  • Feb 2021 - Mar 2021

  Constructed equity research reports by incorporating fundamental research and valuation models using discounted cash flow(DCF) valuation, comparable analysis and multiples approach (P/E, EV ratio). Analyzed Globe Telecom’s profitability, solvency, and asset performance to evaluate the company’s overall performance. Used R to visualize stock trend over time and analyzed the correlation between the stock price and performance metrics. Drafted valuation books for clients outlining company… Show more Constructed equity research reports by incorporating fundamental research and valuation models using discounted cash flow(DCF) valuation, comparable analysis and multiples approach (P/E, EV ratio). Analyzed Globe Telecom’s profitability, solvency, and asset performance to evaluate the company’s overall performance. Used R to visualize stock trend over time and analyzed the correlation between the stock price and performance metrics. Drafted valuation books for clients outlining company financial performance, qualitative analysis, key assumptions, valuation methodologies and scenario analysis Analyzed market trends, competition, and potential strategic partners using information obtained from multiple data sources. Researched on COVID-19 impact on the Telco industry trend and provided buy and sell recommendations to the investors Show less Constructed equity research reports by incorporating fundamental research and valuation models using discounted cash flow(DCF) valuation, comparable analysis and multiples approach (P/E, EV ratio). Analyzed Globe Telecom’s profitability, solvency, and asset performance to evaluate the company’s overall performance. Used R to visualize stock trend over time and analyzed the correlation between the stock price and performance metrics. Drafted valuation books for clients outlining company… Show more Constructed equity research reports by incorporating fundamental research and valuation models using discounted cash flow(DCF) valuation, comparable analysis and multiples approach (P/E, EV ratio). Analyzed Globe Telecom’s profitability, solvency, and asset performance to evaluate the company’s overall performance. Used R to visualize stock trend over time and analyzed the correlation between the stock price and performance metrics. Drafted valuation books for clients outlining company financial performance, qualitative analysis, key assumptions, valuation methodologies and scenario analysis Analyzed market trends, competition, and potential strategic partners using information obtained from multiple data sources. Researched on COVID-19 impact on the Telco industry trend and provided buy and sell recommendations to the investors Show less



China Overseas Property Group

• China
• Real Estate
• 1 - 100 Employee

• Investment Analyst

  • Sep 2020 - Oct 2020

  Filled in the report forms, connecting with banks and completed commercial real estate loans with six banks. Reviewed contracts, drafted the presale contracts and revised the mortgage agreement with six partner banks. Filled in the report forms, connecting with banks and completed commercial real estate loans with six banks. Reviewed contracts, drafted the presale contracts and revised the mortgage agreement with six partner banks.



Postal Savings Bank Of China (PSBC)

• China
• 1 - 100 Employee

• Credit Risk Analyst

  • Jun 2018 - Aug 2018

  Assisted in underwriting process covering personal business loan, personal house loan and small-business loan. Proposed on optimizing the operation procedure including the function online and streamlining the process Assisted in underwriting process covering personal business loan, personal house loan and small-business loan. Proposed on optimizing the operation procedure including the function online and streamlining the process