Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Investment Banking Analyst
Changjiang Securities Co.,Ltd.
12.2021 - 12.2023
Preparing Pitch Books and Providing pre-IPO due diligence services for over ten companies, involving the analysis of financial and historical aspects and the planning of the IPO process.
Performing in-depth internal review for a Shenzhen-based pre-IPO company. This involves interviews, retrieving financial records, and implementing control testing to assess internal control procedures and financial compliance.
Conduct research on companies and industries to provide insights into market trends, competitive landscapes, and potential risks and opportunities.
Capital Market Manager
Sealand Securities Co., Ltd.
07.2020 - 12.2021
Participated in the issuance of 78 credit bonds, coordinating various parties in each stage to ensure error-free issuance, organizing project documentation for archival purposes, reporting to the China Securities Regulatory Commission (CSRC).
Successfully acquired 15 new institutional clients for the department, conducting on-site visits to understand client investment preferences and enhancing communication between institutions.
Engaged in equity promotion for three IPO companies, establishing connections with over 20 equity investment fund contacts and organizing roadshows.
Education
Master of Science - Enterprise Risk Management
Columbia University
New York
02.2020
Bachelor of Science - Financial Management
Xiamen University of Technology
Xiamen
06.2018
Skills
Risk Management
Investor Relations
Team Collaboration
Comparable Company Analysis
Financial Modeling
Pitch Book Creation
Market Analysis
Microsoft Excel
Financial Analysis
Due Diligence
Certification
ACCA (the Association of Chartered Certified Accountants) 9 exams passed
Languages
Chinese (Mandarin)
Advanced (C1)
English
Upper intermediate (B2)
Timeline
Investment Banking Analyst
Changjiang Securities Co.,Ltd.
12.2021 - 12.2023
Capital Market Manager
Sealand Securities Co., Ltd.
07.2020 - 12.2021
Master of Science - Enterprise Risk Management
Columbia University
Bachelor of Science - Financial Management
Xiamen University of Technology
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