Swift Cai

Experience

• 

  星展银行

  Jul 2011 - Sept 2011

  Assistant Research Analyst

  • Assisted Research Analysts in industry covering, proposal drafting, and clients visiting• [Analyzed industries status quo and prospect, submitted English-version reports, and recommended to MD ideal targets to focus on, adaptation of which led to successful launching of “PLP”]• [Visited clients; Led a team of 6 to do lending portfolio summation and categorization; Conducted loan card and company research, litigation report, A/R pledging checking]

• 

  RuiguAsset

  Sept 2011 - Dec 2011

  Assistant Project Manager

  • Assisted project manager in launching projects, drafting proposals, and visiting clients• Selected Project Experience:1. Ztuo Investment – “Shao Shan” Sun Rising International Health & Longevity City [Analyzed health & longevity market demands, and drafted feasibility report, which made company proceed with project]2. Gas Stations Investments in Shan xi province [Analyzed wholesale and retail prices and pointed out that key risk was “wholesale & retail ‘hang to pour’ effect”, which made project viable] Show less

• 

  安永

  Jul 2012 - Aug 2021

  Senior Associate

  • IPO prospectus drafting, M&A due diligence, model-building, industry research and analysis• Selected Project Experience:1. A famous domestic auto finance company IPO prospectus drafting Partnered with CICC IBD, and drafted IPO prospectus industry overview part Drafted auto finance industry report, and modelled market share and penetration ratio 2. FountainVest Partners $195M Buyout of Shimao Cars- Financial and Commercial Due Diligence Interviewed chief executives for a better understanding of status quo and prospect of company finance and operations Built profitability forecasting models with scenario analysis and sensitivity analysis, and prepared the feasibility report 3. Volvo Dealer Profitability Deep Dive and Coaching Planned project schedule, negotiated with and interviewed client and dealer top executives Analyzed client finance and operation status quo, and provided solutions and coaching4. Industry Research & Analysis: Real estate sector: Researched finance transformation feasibility for real estate sector, and helped propose financial shared service center for FORTE. Aviation Sector: Researched the current aviation industry lifecycle, leading aircraft manufacturing practice, production costing model, and related financing models for airlines, for a leading aircraft manufacturing in China. Show less

• 

  China Industrial International Trust Limited

  Jun 2015 - now

  Investment Manager