
Timeline
About me
Investment Manager, CIITAM
Education

天津外国语大学
2005 - 2009Bachelor's degree international journalism and mass media national scholarship once, 1st class tfsu scholarship twiceActivities and Societies: ESEC, IBI (International Business Institute), 4-consecutive-year 400 meter Champ

美国加州大学洛杉矶分校
2011 - 2011Learning certificate corporate financeActivities and Societies: Corporate Finance, Investment, Valuation, Portfolio Management

复旦大学
2010 - 2012Master of finance corporate finance graduate with merits, 1st class fudan university scholarshipActivities and Societies: Athletic and Basketball Varsity Team Captain, Monitor in Finance Class • Organized and hosted several major parties as “Graduates Welcome Party” with attendance exceeding 200, setting the first precedent to engage Italian exchange students• Cofounded I-M&A Study Group, and served as a RA for professor Chen Chao
Experience

星展银行
Jul 2011 - Sept 2011Assistant 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 2011Assistant 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 2021Senior 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 - nowInvestment manager
Licenses & Certifications

C language

Catti level 2

Cfa

Tem band 8
Honors & Awards
- Awarded to Swift CaiExceed Award EY Mar 2015
Volunteer Experience
CIPEF Mayor Interpreter
Issued by 天津市人民政府/ 中华全国工商业联合会/ 中华人民共和国科学技术部/ 美国企业成长协会(ACG) on Jun 2007
Associated with Swift Cai
Languages
- 中文中文
- 英语英语
- 法语法语
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