Sensitive to data;enjoy studying the logic behind things;strong resistance.
Overview
3
3
years of professional experience
Work History
Industry Researcher Assistant
Southwest Securities
Shanghai, China
09.2023 - 02.2024
Conduct in-depth analysis of medical device companies listed on China A-stocks, Hong Kong stocks, and US stocks, including but not limited to financial health, market share, competitiveness, and industry trends.
Study macroeconomic and microeconomic factors affecting the medical device sector, such as policy changes, technological innovations, and consumer preferences.
Regularly produce research reports on the medical device industry and specific companies to support investment decisions for investors.
Prepare industry analysis reports summarizing industry movements, trend forecasts, and investment opportunities and risks.
Collect and analyze financial data, market data, company announcements, etc., using statistical software to support the conclusions of research reports.
Utilize databases and financial analysis tools to monitor industry indicators and company performance for comparative analysis.
Provide investment advice and strategies on medical device companies to the securities firm and its clients based on research findings.
Participate in investment meetings, presenting research findings to the investment team and clients, answering related queries.
Communicate with management of medical device companies, industry experts, and other market participants to obtain firsthand information on the industry and companies.
Attend industry conferences and investor meetings to expand industry contacts and stay updated on industry trends.
Industry Researcher Assistant
Horizon Insights (Shanghai) Investment Consulting Company
Shanghai, China
06.2022 - 08.2023
Assisted researchers in dynamic information tracking and data collection in the consumer goods industry, and clarified the structure of the industry chain.
Participated in expert meetings on channel research and completed the collation and compilation of research summaries for each channel of each enterprise in the consumer industry according to different dimensions, which has accumulated nearly 200 channel research summaries.
Conducted independent research on industry and economic conditions from macro and micro perspectives, observed key performance indicators and trends, analyzed qualitative financial and industry data, and provided clear reporting to investors and senior management.
Collected, analyzed and integrated data and industry information of designated financial products, compiled independent research materials and participate in writing relevant research reports for designated food, beer, pet and seasoning companies.
Business Analyst
Target Social(Shanghai)Company
Shanghai, China
07.2021 - 06.2022
Responsible for assisting and supporting social opinion insight solutions, organized and visualized data for social data, e-commerce data, advertising data and other multi-dimensions, and refined data value.
Provided consulting solutions including consumer insights, industry analysis, competitor analysis for clients(P&G,BMW etc.), helped them explore and leverage greater digital marketing value, adjust marketing strategy and communication direction, optimize placement strategy.
Regularly summarized new phenomena/changes in new media such as short video and KOL through data cleaning, processing and organizing to develop market acumen.
Responsible for writing regular reports on social opinion, including monthly reports or special reports.
Education
Master of Commerce - Financial Technology
University of New South Wales
Sydney, NSW
01-2025
BBA - Marketing
Shang Hai Ocean University
Shanghai, China
06-2023
BBA - Marketing
University of Tasmania
Hobart, TAS
06-2023
Skills
Methodology Selection
Documentation And Reporting
Critical Thinking
Data assessments
Software Proficiency: Microsoft Office, Power BI, SAP, SQL, Wind, Bloomberg, Photoshop, Python
Language Proficiency: Mandarin (Native), English (Fluent)
Timeline
Industry Researcher Assistant
Southwest Securities
09.2023 - 02.2024
Industry Researcher Assistant
Horizon Insights (Shanghai) Investment Consulting Company
06.2022 - 08.2023
Business Analyst
Target Social(Shanghai)Company
07.2021 - 06.2022
Master of Commerce - Financial Technology
University of New South Wales
BBA - Marketing
Shang Hai Ocean University
BBA - Marketing
University of Tasmania
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