
Timeline
About me
Regional Manager at WikiFX | PE Investment Associate
Education
Westlake girls high school
2011 - 2015Ncea (level 3) achieved with excellenceActivities and Societies: Table tennis
The university of auckland
2016 - 2018Bachelor of commerce - bcom marketing and financeActivities and Societies: Class representative in Finance 362 (Risk Management)
The university of auckland
2019 - 2019Bachelor of commerce (honours) in finance with first class honours financeActivities and Societies: UOA Summer Lab 2019
Experience
Commerzbank ag
Jan 2018 - Feb 2018Winter intern▪ Closely worked as a part of China COO hub to assist with the regulatory project – SHA CBRC released Important Operational Risk and preventing measures ▪ Cooperated with different departments to check the implementation status of each responsible department
Hd education
Apr 2018 - Sept 2019Senior tutorPart-time
Pharmacy
Dec 2018 - Apr 2019Sales consultantPart-time
The university of auckland
Mar 2019 - Dec 2019Teaching assistantAccounting 331Accounting 321
Oriental fortune capital
Dec 2019 - Jan 2021Investment associateCross-border M&A project managementIndustrial Research ReportDue DiligenceValuation Modeling
Alphaloop inc
Jan 2021 - Apr 2021AnalystPioneering Chinese alternative assets placement agent firm dedicated to bridge the gap between most promising uprising GPs in Greater China and world-class institutional investors.Worked on the execution of fundraising for leading Chinese private equity and venture capital.
大有数字资源-中央党校所属
May 2021 - nowPrivate equity investment associatePerforming analysis of prospective investment opportunities for two Industrial funds managed by the Central Party School(大有三峡碳中和基金and大有长三角产业基金)
Wikifx
Sept 2021 - nowRegional manager of sales and marketingWikiFX is the largetst vertical forex media and inquiry platform in the world. We have included more than 25000 brokers, covering 200 countries.
Licenses & Certifications
基金从业人员资格(fund practitioners qualification)
中国证券投资基金业协会(asset management association of china)Oct 2020
Honors & Awards
- Awarded to Elaine LiSecond Place in Deloitte Post Graduate Case Competition 2019 Management Consulting Club and Deloitte Sep 2019
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