Responsible for processing client account opening applications, successfully handling over 40 corporate accounts during the internship
Conduct credit evaluations and manage real-time follow-up with clients and associated documentation
Evaluate financial condition and conduct financial analysis based on client-provided financial reports and prevailing industry benchmarks
Responsible for computing the premium values and margin requirements for different option combinations
IPO Project Intern
Haitong Securities Co., Ltd
01.2023 - 04.2023
Verified tens of thousands of financial transactions over the company's past three years, specifically including two-way reconciliation of corporate invoices and bank statements, fixed asset movements, bank statements of Directors/Supervisors/Senior Management (D/S/SM), and intercompany payments/receipts with subsidiaries
Conduct ultimate beneficial ownership penetration analysis for the top ten clients and suppliers, and compile summaries of government subsidies, commission walkthroughs, guarantees, and counter-guarantees
Participated in the drafting of the prospectus, with specific responsibility for compiling the company's related-party guarantees
Education
Master of Statistical Data Analysis - Statistics
Australian National University
06-2026
Bachelor of Business Administration -
Shanghai International Studies University
06.2023
Skills
Python, R, Microsoft Office, Wind Terminal
Project Experience
National Undergraduate Entrepreneurship and Innovation Training Program——
Research on the Development of Hongkou "Red" Cultural and Creative Products for the Education of Four Histories
Conducted preliminary field investigations and market research, employing SWOT analysis methodology to systematically evaluate various factors, thereby establishing a strategic foundation for subsequent project development and implementation
Led international partnership negotiations, successfully establishing a strategic sales collaboration with Shanghai Foreign Studies Press distribution channels
Authored comprehensive partnership frameworks and spearheaded business integration initiatives with Hongkou District
commercial entities
Planning and Execution Department of School of Business Administration
Planned and executed collegiate-level conferences and special events, ensuring operational excellence through end-to-end program development
Facilitated intercollegiate collaborative events and designed metropolitan activity logistics
Operated the college newsstand and marketed event-related merchandise
NA at Shenwan Hongyuan Securities Research Institute, Wealth Management DepartmentNA at Shenwan Hongyuan Securities Research Institute, Wealth Management Department
Team Lead -OTC Derivatives & Collateral Operations at Cognizant Technologies SolutionsTeam Lead -OTC Derivatives & Collateral Operations at Cognizant Technologies Solutions