Experience

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  China everbright capital limited

  Jul 2015 - Aug 2015

  Investment banking intern

  • Performed in-depth company and industry researches supporting specific client engagements. Conducted analysis on the financial positions of comparable and target companies through Excel, drafted the Market Comparable Analysis documents.• Participated in due diligence investigation part of a client’s application for listing on Hong Kong Exchanges.• Prepared the listing related documentation and marketing materials including information memoranda, pitch books, receipt and the payroll records for recent three years.• Drafted a summary report on the Hong Kong Exchange regulation on the IPO process for anyone who needs to learn this topic. Show less

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  Huatai futures

  Jun 2017 - Aug 2017

  Intern-quantitative strategy

  • Conducted quantitative research and analysis on commodities to recommend investment opportunities to portfolio managers and Investment Committee. Detailed research methodologies included the converge breakthrough strategy, resistance and support line based on the moving average strategy.• Conducted performance analysis on various futures investment strategies through back-testing using Python. Approaches included Dual-Moving average, Donchian Channel, Bolling, ATR.• Executed commodities futures transactions on TradeBlazer platform according to the turtle trading strategy. Simulated trading in 24 commodities for 2 months.• Allocated funds based on in-house researches applying Mean-Variance Theory, considering positions’ return and risk profile (VaR, Expected Shortfall, etc.) Show less

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  China merchants bank

  Aug 2019 - now

  Relationship manager