Assistant, Operational Risk Management

• Jun 2023 - Present

Assistant, Security analysts

• Jun 2022 - Sep 2022

• Accumulated hands-on research experience on Hardware (CPU / Chips) and Software sectors, mainly undertook data analysis, industrial research, policy research and assisted with assignments under lead Analyst’s instructions on Chinese listed company. • Conducted market research on the Database management system sector in light of core technology, product categories, R&D expenditure, market size, development history and evaluated potential market expansion strategy. Finalized a research report on China's database management system industry and recommended relevant target companies based on core competitiveness. • Finalized one industry research analysis on Industrial Operations and Maintenance Software from the perspectives of demand analysis by markets, pricing sensitivity, R&D, subscription growth, market share of top-tier corporates, etc. to outline Chinese domestic software CAGR, demand growth, peer comparison, competitive advantage and difficulties of replacing international O&M software. • Developed mature writeup skills through composing industry research reports and equity research report writeups. By sorting out multiple meeting minutes and company listing prospectus documents, blended a logical mindset with good industry insight to formulate preliminary research insights. Show less

Assistant, Investment Banking Division

• Dec 2021 - Mar 2022

• Contributed to convertible bond issuance with respect to a semiconductor company, assisted in due diligence materials and parts of bond prospectus writeups to understand company’s credit matrix and development. • Conducted research on selected sectors such as the Semiconductor industry (EDA, IC design) via analyzing government guarantee capabilities and projected cash flow to understand corporates’ credit matrix. • Maintained periodical updates on semiconductor markets via digging prospectus and replies from listed companies. • Developed mature writeup skills through composing several credit rating reports and understood its compliance requirements on credit rating reports and formats. Show less

Intern, Account Manager Assistant

• Jun 2019 - Aug 2019

• Uplifted solid finance background in providing comprehensive financial products information, including but not limited to clients' risk appetites, risks and returns associated with the products, repayment schedules, redemption dates, probable embedded options and relevant regulatory frameworks. Successfully served over 30 clients within my internship and won good feedback. • Developed good problem-solving skills by analyzing clients' portfolios, risk appetites and expected goals to design suitable credit facilities through various plans and explained the risk and returns specifically. Maintained a good track record in independently dealing with four client issues. • Blended solid analytical mindset with good financial products knowledge in composing FAQs on common structured products to help promote relevant investment products to clients. Show less