Responsible for the due diligence work of the first round of bond issuance by a famous Chinese liquor company, ensuring the compliance and accuracy of the project
Analyzed the target company's financial statements, assessed its financial condition and identified potential risks
Authored the risk analysis assessment report to provide support for investment decisions
Produced various bidding documents according to project requirements
Undertook the preparation of the Tongchengjing project's 2024 semi-annual report
Freight/Shipping Financial Data Analyst Assistant
JHJ International Transportation Co., Ltd.
09.2023 - 12.2023
Organized the company's annual orders to prepare the yearly financial statements
Calculated expected transportation revenue based on order prices and insurance compensation, helping to mitigate the company's financial risks
Compiled freight and insurance data for shipments (sea/air freight) between China and Canada from 2020 to 2023
Operations Assistant
Shanghai Fupu Investment Co., Ltd.
06.2023 - 08.2023
Collaborated with the team to analyze and organize the financial statements of portfolio companies
Worked with 5 data analysis team members to develop and update market risk, credit risk, and liquidity risk management assessment reports
Extracted SMIC's business model and market data, and built a market risk analysis model to support quantitative analysis and optimize investment strategies
Intern
Nanyang Commercial Bank
08.2024 - Current
Mastered the theoretical and practical knowledge of wealth management and international financial products
Actively engaged in the team tasks of simulating client services and presented excellent performance
Equity and Finance Development Intern at Kesar Securities, Ventura SecuritiesEquity and Finance Development Intern at Kesar Securities, Ventura Securities
Research Assistant, Department of Cardiology at China-Japan Friendship HospitalResearch Assistant, Department of Cardiology at China-Japan Friendship Hospital