M&A Research Analyst

• Nov 2022 - Present

Senior Equity Analyst, Technology sector

• Sep 2022 - May 2023

Closely following the tech industry and developing the pitch with advanced financial modeling and extensive qualitative research. Successfully pitched Autodesk, Microsoft, and Adobe to join BSIG's portfolio. Closely following the tech industry and developing the pitch with advanced financial modeling and extensive qualitative research. Successfully pitched Autodesk, Microsoft, and Adobe to join BSIG's portfolio.

Trading Room Analyst

• May 2022 - May 2023

• Initiated the design, development, and delivery of classes and tutorials, and provided faculty, staff, and students with an introduction to the software applications and databases including Bloomberg, FactSet, Capital IQ, and Morningstar. • Facilitated trading sessions based on Financial Trading System software and conducted lectures during Wall Street 101. • Managed 5 a-week-long sessions during Wall Street 101 summer camps to ensure classes achieve the goal of teaching by closely working with each team to help them prepare the final project step by step, sessions including macroeconomics, portfolio management and equity investment. • Created a comprehensive fixed income tutorial, which has now been adopted by professors in undergraduate teaching. Show less

Account Manager - Data Base

• Nov 2020 - Aug 2021

• Managed 20+ institutional clients’ projects, delivering perfect solutions to clients and achieving targeted 40% growth on existing clients and gaining 4 new clients with efficient time management. • Initiated quantitative analysis to develop clients’ needs of using the data products and expanded client’s partnerships with exchange valuations, ESG ratings, Internet news, consensus forecasts, and indices. • Developed solutions on customized data products for clients from top financial institutions, government departments, and university financial labs, collaborated with product managers to iteratively hammer out product details with clients, and supervised the entire life cycle of product customization. • Led teams of internal IT department, product managers, and third-party system developers to connect with customers and offered comprehensive consulting and information system solutions to clients by generating deep insights of practical application and business processes, system solutions including regulation reporting, database structure, data system management, licensing, financial risk management, etc. Show less

Private Equity Analyst

• Jul 2019 - Nov 2020

• Played a key role in executing an acquisition deal valued at $200 million of a pig farm under financial distress during a nationwide swine fever, contributing to the successful completion of the transaction. • Spearhead the research on ABS composed of small consumer loans, which led to two rounds of successful investment and exit of this investment with a precise prediction of the risk from the legal investigation on Ant Group. • Conducted industry research and competitive analysis to identify potential acquisition targets in the medical device industry and assess their strategic fit and financial attractiveness. • Coordinated and participated in meetings and conference calls with clients, investment bankers, and legal advisors, providing financial insights and addressing inquiries related to the M&A transaction. • Developed and maintained financial models to project revenue, expenses, and profitability for different business scenarios, enabling accurate financial forecasting and budgeting. Show less

Assistant Manager

• Jan 2019 - Feb 2019

• Analyzed thousands of customers’ bank profiles to identify potential high-end customers and give calls to selected customers to promote business. • Formulated daily market brief reports in the morning to facilitate managers’ daily work. • Coordinated a technology team to improve clients’ information system and tested out in the natural working environment; modified system resulted in overall better customers’ experience in the lobby based on survey. • Analyzed thousands of customers’ bank profiles to identify potential high-end customers and give calls to selected customers to promote business. • Formulated daily market brief reports in the morning to facilitate managers’ daily work. • Coordinated a technology team to improve clients’ information system and tested out in the natural working environment; modified system resulted in overall better customers’ experience in the lobby based on survey.

Asset Management Analyst

• Feb 2018 - Mar 2018

• Analyzed derivatives (options and futures) pricing using binary tree model and B-S model in Excel to provide trading decisions for portfolio manager. • Prepared daily brief reports on overall market performance and derivative-specific information for the team as promotion materials to customers. • Collaborated with risk management team to minimize the trading risk associated with customers' orders: Provided professional analysis and suggestions according to the requirements of customers, improved customers' understanding of the trading mechanisms on derivatives, and avoided extreme trading risks at the same time. Show less