Investment Manager

• May 2021 - Present

Consulting Analyst

• Dec 2020 - May 2021

IPO行研：港、美股上市企业行业研究。参与专家访谈、消费者调研、市场规模数据搜集与整理。对行业趋势进行定量与定性分析。涉及行业覆盖大消费及TMT领域。募投：为A股上市企业撰写募投报告，重点对募资进行可行性、必要性分析，建立投资测算表。涉及行业覆盖TMT（数据库、API）和医疗（医药研发、产业化等）。 IPO行研：港、美股上市企业行业研究。参与专家访谈、消费者调研、市场规模数据搜集与整理。对行业趋势进行定量与定性分析。涉及行业覆盖大消费及TMT领域。募投：为A股上市企业撰写募投报告，重点对募资进行可行性、必要性分析，建立投资测算表。涉及行业覆盖TMT（数据库、API）和医疗（医药研发、产业化等）。

Strategic Planning Consultant - CEL Practicum

• Jan 2020 - Apr 2020

Teamed with 3 MBA students, establish new business framework (environmental sustainability certification for childcare centers):• Set up framework and metrics to uncover hidden opportunities and create competitive edge for the client;• Broke down the objective of the client, take charge of constructing evaluation standard in 3 levels, 8 dimensions. Benchmarked on documents from US Government, NGOs and latest academic researches regarding environmental hazards to Children;• Proposed marketing strategy (B2B & B2C) by analyzing millennial parents’ profile through WTP, consumer behavior, etc.

Product Strategy

• Jan 2019 - Jun 2019

• Customer analytics for ASUV market, conduct competitor analytics• Competitor analysis for various vehicle projects including consumer feedback, real time equipment comparison and price positioning• Portfolio strategy including volume simulation and customer cross consideration analysis• Support on preparing Design Briefings for future car projects• Trend scouting in automotive industry, such as car sharing activities in China to support on potential future business partnership• Monthly update of the car project portfolio overview for Management

Public Opinion Analyst Assistant

• Jul 2017 - Sep 2017

- Conducted periodic peer analysis, drafted a public opinion manual for a state-owned bank;  - Planned Innovation & Technology Exhibition based on integrating brand background, product characteristics and brand demands for a state-owned appliance brand. - Conducted periodic peer analysis, drafted a public opinion manual for a state-owned bank;  - Planned Innovation & Technology Exhibition based on integrating brand background, product characteristics and brand demands for a state-owned appliance brand.