Rick Ni

Experience

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  GF Securities Co. Ltd., Research Division

  May 2021 - Aug 2021

  Strategic Investment Analyst

  Strategic Investment of GF Securities, which ranks second place of Xin Caifu. Use excel, Powerpoint, and financial terminals like iWind, Choice, to assist senior analysts to conduct detailed and high-level research such as ESG investment in China; Collect data to provide insights and co-write weekly industrial research reports for reference; Built mind-map of comprehensive industrial chain of Green Energy Car, Semi-conductor, photovoltaic, Independently

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  Goodmans LLP

  Jan 2023 - Apr 2023

  Accounting Intern

  Handled various departmental financial tasks by using CaseWare for corporate annual tax filings. Responsible for preparing financial statements, bookkeeping, adjusting entries, account reconciliation, goodwill impairment testing, and tax calculation, improving overall departmental efficiency.Assisted in completing fund audit tasks, including financial statement reviews, management fee examinations, and information verification. Conducted calculations and reviews based on the provided audit materials from client companies, reported identified issues to supervisors, and prompted clients to complete documentation, ensuring a successful audit. Show less

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  Ernst & Young (China) Advisory Ltd.

  May 2023 - Aug 2023

  Consultant Internship

  Independently wrote risk consulting report for client in the Pharmaceutical Industry: Utilized Wind and iFinD to gather pertinent data, then leveraged Microsoft Office tools to visualize and present the findings. Successfully delivered a comprehensive risk assessment reporttailored to the client's requirements. Assisted consultants in completing an industry and operational analysis report for Client.

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  Guosen Securities Co., Ltd., Research Division

  Jan 2024 - Apr 2024

  Intern of IB department 16

  Participated in the completion of the bidding document for a listed company’s small-amount rapid refinancing project. Mainly responsible for analyzing liquidity enhancement and secondary market trends, collected relevant data using Wind, and visualized them to support thecompletion and delivery of the bidding document. Involved in a company’s IPO counseling process and contributed to the “Structure Integration, and Internal Control Financial Compliance Report”. Independently conducted industry analysis of micro-motors and peer companies, provided suggestions on investment terms, including: board seats, veto power, earn-out agreements, Pre-IPO dividends, media risk, and financing plans, gaining insights and understanding of pre-IPO cultivation work. Show less

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  GF Securities Co. Ltd., Research Division

  Jul 2024 - Oct 2024

  Summer Intern

  Independently finished the equity research report of Didi Chuxing, used iFinD to collect and visualize data, and prepared a PPT for the upcoming presentation to pass the probation period. Participated in the research of trends of the game sector from 2018 till now on, reasons caused the trends and the companies with α, and assisted analyst in writing the industry research report. Responsible for updating daily drafts, databases, and research report content posted on WeChat official account.

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  Bank of China

  Mar 2025 - now

  Management Trainee