Experience

Kora Management LP

• United States
• Investment Management
• 1 - 100 Employee

• Senior Research Analyst

  • Jan 2022 - Present

• Junior Research Analyst

  • Sep 2020 - Jan 2022



天津滨海农村商业银行股份有限公司

• China

• Asset Management Department - Compliance & Data Analyst

  • Jul 2019 - Sep 2020

  • Responsible for daily data reporting and maintenance of the National Banking Wealth Management Information Registration System; • Responsible for regulatory data reporting, including the People's Bank of China wealth management product reporting, China Banking Insurance Regulatory Commission G06 report, and banking industry off-site regulatory quarterly reports and other regulatory reports; • Responsible for daily data reporting and maintenance of the National Banking Wealth Management Information Registration System; • Responsible for regulatory data reporting, including the People's Bank of China wealth management product reporting, China Banking Insurance Regulatory Commission G06 report, and banking industry off-site regulatory quarterly reports and other regulatory reports;



Kora Management LP

• United States
• Investment Management
• 1 - 100 Employee

• Market Research Intern

  • Nov 2018 - Jul 2019

  •Independently conduct the fundamental research of Chinese online real estate portal •Assisting Ecosystem Manager with designing and executing research projects. •Conducting market research on Chinese E-commerce industry and companies. •Conducting cold call and Expert sourcing. •Assisting the Manager with expert survey. •Independently conduct the fundamental research of Chinese online real estate portal •Assisting Ecosystem Manager with designing and executing research projects. •Conducting market research on Chinese E-commerce industry and companies. •Conducting cold call and Expert sourcing. •Assisting the Manager with expert survey.



宏信证券有限责任公司

• China
• Financial Services
• 1 - 100 Employee

• Bond Trader Assistant

  • Jun 2017 - Sep 2017

  • Researched domestic fixed-income market to evaluate risk and return between different instruments • Built a credit risk assessment model and participated in the credit risk assessment of newly issued credit bonds • Prepared credit analysis and marketing sheet on upcoming bond issues for sales force. • Assisted traders to request-for-quote • Assisted traders to develop customer relationship and provide customer consultation • Researched domestic fixed-income market to evaluate risk and return between different instruments • Built a credit risk assessment model and participated in the credit risk assessment of newly issued credit bonds • Prepared credit analysis and marketing sheet on upcoming bond issues for sales force. • Assisted traders to request-for-quote • Assisted traders to develop customer relationship and provide customer consultation



唐山农村商业银行股份有限公司

• Tangshan, Hebei, China

• Financial Markets Department Intern

  • Jun 2016 - Sep 2016

  • Taken part in the development of a financial product • Got a preliminary understanding of the interbank market and the commercial bill market • Learnt the details and standards involved in the interbank market • Familiar with the interbank borrowing system • Taken part in the development of a financial product • Got a preliminary understanding of the interbank market and the commercial bill market • Learnt the details and standards involved in the interbank market • Familiar with the interbank borrowing system



财达证券有限责任公司

• China
• 1 - 100 Employee

• Administrator and Customer Development Assistant

  • Jun 2015 - Sep 2015

  • Communicate with employee and customer and dealt with challenges and queries • Developed customer relationship and provided customer consultation • Worked with client managers to promote products and services. • Got a deep understanding of the operation procedures and gained in-depth knowledge of the securities market. • Communicate with employee and customer and dealt with challenges and queries • Developed customer relationship and provided customer consultation • Worked with client managers to promote products and services. • Got a deep understanding of the operation procedures and gained in-depth knowledge of the securities market.