Experience

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  Ey

  Sept 2017 - Jun 2018

  Staff/assistant

  • Supported IPO Auditing for an educational Institution, which has listed on HKSE Jul 2018• Implemented several public companies’ year-end auditing works, including development of audit work papers, client interviews, assets inventory, preparation of audit report, etc.• Verified the financial authenticity, accuracy and completeness of the group, including accounting entry test, interviews with management, authenticity of bank deposits of enterprises, audit draft of accounts, preparation of audit report and etc. Show less

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  China fortune financial group (290.hk)

  Jul 2018 - Mar 2020

  Investment analyst

  • Assisted to manage 2 billion HK dollar, including investment in Euro-Bonds, equities and Pre-IPO programs• Appraised investment feasibilities for underlying assets of China Fortune Financial Group (undertook the pre-IPO financing for Newborn Town (9911.hk), a scientific and technical company, with investments of over 10 million RMB, and it has successfully listed on Dec 2019)• Built bonds pool of company (successfully invested five Euro-Bonds for about 250 million HK dollars, obtaining estimated returns of 20-30% each), performed credit analysis, earnings estimation, sensitivity test and post-investment management• Developed industries and corporation researches and finished more than 15 research reports, including the fields of consumption, finance, technology, medicine, education, real estate, etc. Show less

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  Haitong securities

  Apr 2020 - Aug 2020

  Tactic research analyst

  • Collected and integrated macro data of policy research systematically in at least 15 tactic reports• Compiled weekly tactic report and established internal research databases (including Three-dimensional investment strategy databases, Financial market sentiment monitoring databases, etc.)• Recommended stock to public offering fund clients and prepared quarterly theme researches, including theme of industrial sector, state-owned enterprises reformation, new energy, intelligent vehicle, sports, military industry, etc. Show less

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  China universal asset management

  Jan 2021 - Mar 2021

  Investment analyst intern

  • Completed the research on the current situation of housing enterprises under the real estate regulation policy• Took charge of company fundamental analysis and wrote investment research reports; Participated in internal research meetings

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  Csop asset management

  Mar 2021 - Jun 2023

  Product & client strategy

  • Provided insight to internal and external partners and clients on the trading, valuations, and market views• Engaged in business analysis and planning, assisted in the development of new product ideas• Developed and maintained product marketing materials, investor education materials and customized analysis• Took charge of Newsletter preparation and database maintaining, and responded to day-to-day client requests, pricing new business and completing RFPs/RFIs

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  Mirae asset global investments

  Jun 2023 - now

  • Assisted in analyzing ideas for new investment strategies and potential products and completed product research including fund flow trends, new product launches across regions, ESG trends, UCITS regulatory developments etc.• Assisted in formulating product strategy, participating whole product development process and lead product related initiatives• Coordinated with relevant departments on product development or marketing related initiatives and handle on-going product maintenance and administration Show less

  • Business Planning and Product Development AVP

    Jan 2025 - now

  • Business Planning and Product Development Manager

    Jun 2023 - Jan 2025