Personable and motivated, equipped with foundational knowledge and technical skills in project management and data analysis. Possesses familiarity with industry-standard software and tools, including proficiency in Microsoft Office and basic coding languages. Aims to leverage these skills to contribute to team success and drive positive outcomes.
Overview
2
2
years of professional experience
Work History
Intern
Colton Alexander
05.2024 - 07.2024
Thoroughly researched climate change strategies and screened high-quality, forward-looking sources of information in order to identify green energy sectors with high future potential for competitive investment decisions.
Searched for startups that met the criteria of the green energy sector, which focused on renewable energy, cleantech, or carbon reduction, had reached the seed or Series A funding stage, and were looking for further financial support to expand their technology development and market share.
Further screened the companies that met the investment requirements by evaluating whether the projects met the investment criteria and analyzing their competitor risk and total available market.
Summarized information about the companies that met the investment criteria and recorded a presentation video to leaders and colleagues.
Intern
Xiamen International Bank Beijing Branch
07.2023 - 08.2023
Recorded the financial statements of the key client company, completed the background investigation of the company, and computed the asset ratio of the debt through Excel to measure the ability of the client company to repay the loan.
Calculated the range of financial products and product preferences acceptable to the clients through their background information, and analyzed the returns of various financial products for them to choose from.
Assisted the clients with banking procedures regarding their choice of financial products.
Collaborated in completing the escorting of money trucks and acquired a deeper understanding of the management and processes of the banking industry.
Intern
Qingdao Zhongfu Rongxin Asset Management Co., LTD
07.2022 - 08.2022
Completed market research and understood the macroeconomic environment, industry development trend and market competition pattern, and identified potential investment opportunities and risks.
Studied consumer behavior and demand changes in the target market, and put forward corresponding strategic recommendations.
Analyzed macroeconomic indicators, policy changes and market sentiment, so as to grasp the latest developments in the global and domestic financial markets; predicted the future direction of the market via technical analysis and fundamental research, providing data support for investment decisions.
Continuously monitored the operational efficiency and market performance of the Company’s assets and analyzed their impact on overall financial health and investment returns in order to optimize asset allocation and management decisions.
Analyzed the company’s financial position, industry competitive environment and management ability to comprehensively assess the company’s value and investment potential.
Education
Bachelor of Commerce - Accounting And Finance, Finance
Toronto Metropolitan University
350 Victoria St, Toronto, ON M5B 2K3
06-2025
Skills
Teamwork and collaboration
Quick learner
Problem-solving
Market research
Industry analysis
Risk Analytics
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Timeline
Intern
Colton Alexander
05.2024 - 07.2024
Intern
Xiamen International Bank Beijing Branch
07.2023 - 08.2023
Intern
Qingdao Zhongfu Rongxin Asset Management Co., LTD
07.2022 - 08.2022
Bachelor of Commerce - Accounting And Finance, Finance
Toronto Metropolitan University
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