Skilled individual with excellent multitasking, teamwork, problem-solving, and organizational skills. Possesses a resourceful and hardworking approach, and is willing to take on any task to assist the team.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Intern
China Industrial Securities Co., Ltd.
02.2023 - 06.2023
Investment Banking Department (IBD)
Responsible for testing the authenticity and deadlines of the issuer's and subsidiaries' financial expenses, management expenses and selling expenses, and verifying the authenticity of the issuer's accounting documents and the existence of accounting intervals during the reporting period.
Responsible for verifying related parties of the issuer and its subsidiaries, investigating and counting the related party transactions through the questionnaire for directors and supervisors and online verification.
Assisting in matching the issuer's finance with third-party institutions
Participate in the collection and organisation of drafts, and assist in prospectus writing.
Intern
China Merchants Securities Co.,Ltd.
11.2022 - 02.2023
OTC Derivatives Sales and Trading Department
Responsible for OTC options corporation/product qualification and admission process.
Assisting the sales team to conduct index/individual OTC option contract business.
Assisting sales managers in communicating with institutional clients, visiting and following up with them
Managing Director – Head of ECM at Southwest Securities (HK) Capital LimitedManaging Director – Head of ECM at Southwest Securities (HK) Capital Limited