Experience

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  Western securities co., ltd

  May 2009 - Sept 2009

  Investment specialist associate, ibd

  • Searched the market for investment opportunities, reported to manager and back office.• Prepared reports based on researched and made suggestions on investments.• Analyzed investment ROI from database and back tested investment portfolio, reported to specialist daily.• Provided support to prepare IPO prospectus on manufacturing industry• Signed contract with DHL as a business corporate client, will saved 100,000RMB/year

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  Phoenix new media ltd. - ifeng.com

  Mar 2013 - Oct 2013

  News editor

  • Collected valuable auto news of the North America market and provided photos of new car models. • Edited auto news and wrote commentary for the news website.• Tracked news of auto show on real-time basis and sent back report.

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  Dki capital

  Mar 2014 - Nov 2014

  Project associate

  • Worked with investors to conduct due diligence on acquisition opportunities and assess market outlook• Cooperated with executive manager to derive trends and recommendations regarding the client’s strategic direction• Explored 10+ potential projects and clients and maintained clients relationship• Engaged in projects across various industries including retail, consumer products, and media & entertainment, assessing current and future market size and performing catchment analysis• Organized the 2014 US-China Cross Border Private Investment Conference Show less

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  中国中纺集团公司，chinatex corporation

  Nov 2014 - Apr 2019

  Marketing analyst, financial associate - walmart team

  • Analyzed sales performance across multiple seasons and prepared sales thru reports for management review. Based on this report, management made adjustments on the 2015-2016 season’s order and sale strategy, increased sales and improved store stock rate.• Analyzed, examined and interpreted account records, compiled financial information and reconciled reports and financial data• Performed market research and competitive research on competitors’ products. Adopted statistical analysis and pricing model to propose new season pricing for company’s fiber products, receiving positive feedback and final adoption from the management• Created customized product database for ERP system, EDI system, WMS system and Walmart.com web site; Updated product information and transaction templates in systems; Improved data processing flow, successfully reducing processing turnaround by 25% on average• Integrated EDI system with WMS System to send orders and controlled shipping and return and cooperate with warehouse in LA • Assisted and helped manager to improve the management techniques; Created working paper by using different advanced Excel functions such as pivot-table, vlookup, if statement, etc. Show less

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  信美人寿相互保险社

  Aug 2019 - Oct 2020

  Senior sales manager

  Responsible for market expanding and relationship maintenance with insurance agencies, brokers, third-party wealth management organizations and banks by signing agreements, organizing road shows, training agencies and brokers, and holding customer salons.

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  中金支付有限公司

  Oct 2020 - Nov 2023

  Strategy analyst

  Participated in the whole project of company's equity diversification. Responsible for communicating with regulatory authorities, superior companies, more than 10 prospective investors, internal departments and external intermediaries, including asset evaluation agencies, property rights exchanges, law firms and local industrial and commercial departments. Responsible for the work related to the board of directors (supervisors) and shareholders. Communicated with board members and organized board meetings as well as shareholders meeting. Show less

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  Kepler medical technology

  Dec 2023 - now

  Assistant to general manager

  1. Coordinate the business of various departments and branches within the company, and handling daily affairs.2. Assist the general manager to expand overseas markets and business.3. Follow up overseas customers' export orders, document making, tracking shipments and other matters.4. Perform other duties as directed by the General Manager.