Analyze potential for future development of companies listed on Beijing Stock Exchange, including profit models, macro-environment analysis, capital structure, etc.
Study and assist related companies in conducting IPOs
Risk Analyst Intern
Bank of Guangzhou
08.2020 - 09.2020
Assisted in 7 loan analysis projects
Collected, sorted, and analyzed financial data and credit information of various client groups to predict repayment behaviors
Calculated and reviewed line of credit (LOC) of different client groups via risk analysis
Prepared and adjusted loan schemes with the team
Risk Analyst Assistant Intern
Shenwan Hongyuan Securities
06.2020 - 07.2020
Assisted to accomplish trading plans via share markets analysis, such as candlestick analysis
Proposed appropriate wealth management plans for clients by analyzing their asset information with the team
Tracked several investment products’ performance by collecting and researching relevant data of customers to minimize risks and underpin products improvements
Monitored the stock data to prepare daily reports and weekly reports
Financial Manager Assistant Intern
The First Construction Co. Ltd. of China Forth Construction Bureau
06.2019 - 08.2019
Served to review and arrange vouchers and invoices of our projects
Completed tax declaration for several construction projects, such as the campus development
project of an university in Guangzhou
Participated in the internal auditing projects to prepare audit working papers, inspection reports,
etc.
Financial Analyst
HKICPA Business Case Competition
10.2019 - 02.2020
Champion & Best Performance Team
Analyzed financial statements, cash flow, market data, etc., of luxury hotel industry as the business analyst in our team
Designed tactics to solve present problems such as cost control to underpin earnings improvement for luxury hotels, and finished oral presentation
Trumped all the other rival teams to be the champion, via the three-round competitions
Education
Master of Finance - Banking And Finance
The Australian National University
Canberra, ACT
07.2024
Bachelor of Business Administration - Accounting
Hong Kong Baptist University
06.2021
Skills
Language skills: Mandarin & Cantonese (native), English (proficient), TOEFL(110), GRE(331)
Accounting Procedures
DCF Model, Merger Mode, LBO Model
Microsoft Excel
Handling Confidential Materials
Budget Forecasting Expertise
Cash Analysis
Tax Preparation
Accomplishments
University Second-Class Scholarship
Champion and Best Performance Team of HKICPA Business Competition 2019
Timeline
Market Development Specialist
CITIC Securities Investment Co., Ltd
09.2021 - 12.2021
Risk Analyst Intern
Bank of Guangzhou
08.2020 - 09.2020
Risk Analyst Assistant Intern
Shenwan Hongyuan Securities
06.2020 - 07.2020
Financial Analyst
HKICPA Business Case Competition
10.2019 - 02.2020
Financial Manager Assistant Intern
The First Construction Co. Ltd. of China Forth Construction Bureau