
Timeline
About me
Structured Finance Senior Associate
Education

Tulane university
2016 - 2020Bachelor’s degree triple majors in finance, marketing, and computer science current gpa: 3.6Activities and Societies: - GreenBull Investment - Intramural Basketball - Local Chinese badminton association - OISS (Office of International Students and Scholars) - Multi-Culture Council - Cookies and Code
Experience

Tulane university
Sept 2017 - Aug 2018- Designed the CAST (Cultivating Academic Success at Tulane) Session, guiding incoming students through Tulane's unique archives and campus resources, enhancing their academic integration.- Organized the Tulane Treasurer Session, showcasing Tulane University's academic resources to incoming students for a comprehensive introduction to academic life.- Led presentations and provided guidance to students and parents, ensuring timely and effective assistance throughout university orientation and resource exploration events. Show less
Project Coordinator
May 2018 - Aug 2018Lavin-Bernick Center Events Service
Sept 2017 - May 2018

International student advisory board at tulane
Sept 2017 - May 2018Programming committee- Led ISAB's Programming Committee at Tulane, improving international student experiences through diverse programming and effective feedback collection/integration with OISS.- Facilitated inclusive and responsive campus initiatives, enhancing international student visibility and leadership within the university community.-Drove key projects like TU-pal and Global Cafe to bolster international student integration and support, significantly enhancing the student network and campus diversity. Show less

Office of international students and scholars
Jan 2018 - Jan 2018Orientation leader- Spearheaded orientation sessions for international students, leveraging strong leadership and communication skills to facilitate a smooth transition to college life in the United States.- Designed and executed interactive programs and workshops aimed at enhancing cultural adaptation, financial literacy, and academic success, demonstrating an ability to cater to diverse needs for international students.- Developed and maintained a mentorship program to offer ongoing support for international students, showcasing empathy, problem-solving abilities, and adaptability to various student needs. Show less

Tulane chinese students and scholars association
Apr 2018 - Aug 2019President• Orchestrated Spring Festival and Mid-Autumn Festival celebrations, engaging the local Chinese community and students with performances and social/networking activities, enhancing community interaction and cultural exchange.• Leveraged innovative promotion strategies in partnership with school departments and student organizations, drawing over 500 attendees and garnering 450+ positive reviews for event success and engagement.• Served as a senior advisor, mentoring new members and fostering strong sponsor relationships, contributing to the sustained enhancement of the organization's culture and impact. Show less

The aaron selber, jr. course on distressed debt
Jan 2020 - May 2020Distressed debt analyst- Conducted comprehensive analysis on Revlon’s distressed debt situation, including debt structures, corporate, indenture agreements, and management board, as part of a four-member team in a collegiate project setting.- Developed a strategic investment plan targeting potential investors interested in capitalizing on distressed opportunities, emphasizing risk-adjusted returns in Revlon’s complex financial landscape.- Leveraged financial modeling and scenario analysis to assess investment outcomes, providing actionable insights for mitigating risks and maximizing returns in distressed debt scenarios Show less

Burkenroad reports
Jan 2020 - May 2020Equity analyst• Collaborated a five-member team in a nationally recognized securities research program, delivering a comprehensive investment analysis report on The Peoples Financial Corporation, emphasizing its resilience and market position amidst the Covid-19 Pandemic. • Facilitated engaging discussions with The Peoples Financial Corporation’s senior management and liaised with industry experts to elucidate current financial trends and forecast potential industry shifts. • Developed sophisticated financial models, including cash flow forecasts and earnings assessments, coupled with meticulous risk evaluations and valuation techniques, to delineate the bank’s fiscal health and investment appeal during economic volatility. Show less

Ey
Sept 2020 - now- Oversaw workflow management and directly contributed to team efficiency by implementing rigorous training programs for new hires, focusing on financial modeling, bond structuring, and rapid integration into project workflows.- Enhanced deal execution quality by rigorously reviewing financial models and engaging in proactive troubleshooting, while also managing invoicing and account oversight in collaboration with the finance team.- Coordinated with the technology team to address and resolve software issues, ensuring tool effectiveness for deal processing, and meticulously reviewed offering documents for major government-sponsored enterprises to safeguard information accuracy for public investors monthly Show less - Collaborated with banking clients and deal teams, including Fannie Mae, Freddie Mac and Ginnie Mae, to analyze data, resolve discrepancies, and ensure timely monthly deal issuance to investors.- Developed models for cash flows, decrement schedules, and bond yields, managing over $40 billion in single-family and multi-family collateralized mortgage obligation (CMO) transactions.- Monitored commercial mortgage-backed securities (CMBS) transactions, enhancing tracking and analysis through model creation based on monthly reports and drafting exception reports to advise clients effectively.- Implemented feedback-driven enhancements to analytical tools and models, achieving a 10% increase in modeling efficiency and supporting continuous improvement in deal structuring and analysis processes. Show less
Structured Finance Senior Associate
Sept 2022 - nowStructured Finance Analyst
Sept 2020 - Aug 2022
Licenses & Certifications
- View certificate

Bachelor of science in management
Tulane universityMay 2020
Languages
- chChinese
- enEnglish
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