
Sam Chan
Investment Intern

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About me
Trainee Category Manager at DFI retail group | FMCG
Education

The Y.W.C.A. Hioe Tjo Yoeng College
2013 - 2019Graduation Certificate• President of Student Union • Team leader of Outward Bound Training Course• Participant: Hong Kong 24hr Charity Pedal Kart Grand Prix• Participant: The Third Outstanding Student Leaders Selection, organized by The Arete• Participant: Guangzhou exchange, Nanjing exchange, Beijing exchange• Committee of Toastmaster International Youth Leadership Program• Member of English Debating Team• Chairperson of Chinese Affairs Society•… Show more • President of Student Union • Team leader of Outward Bound Training Course• Participant: Hong Kong 24hr Charity Pedal Kart Grand Prix• Participant: The Third Outstanding Student Leaders Selection, organized by The Arete• Participant: Guangzhou exchange, Nanjing exchange, Beijing exchange• Committee of Toastmaster International Youth Leadership Program• Member of English Debating Team• Chairperson of Chinese Affairs Society• Chairperson of Class Club for 3 years Show less

The Hang Seng University of Hong Kong
2019 - 2023Bachelor of Business Administration (Honours) in Financial Analysis (BBA-FA) Financial analysis Second Class Honours Division 1• Dean's List School of Business 2022/23• HSBC Greater Bay Area (Hong Kong) Scholarship 2022-23• EAF Investment Competition 2023, 1st Runner-up• Scholarship for Best Progress 2021-2022• Best Progress Award 2020-2021• Dean's List 2019/20

Li Po Chun United World College of Hong Kong
2016 - 2017The Debating Training Programme
Nanjing University
2019 - 2019Summer Exchange Program 2019, Leadership training and development Distinction
Experience

GUANGZHOU JINKONG FUND MANAGEMENT CO.
May 2019 - Jul 2019Investment Intern1. Discovered and adopt the divergence between book knowledge and the real business world from day to day working2. Analyzed our potential investing companies' competitive edge and business outlook. Also, our potential investors(Minimum investment capital is RMB 20M)3. Brainstormed ideas and feedback from a younger generation perspective in department and regional meeting#廣州金控基金管理有限公司 #Private Equity #Research and Analysis

DECATHLON HONG KONG
Jun 2022 - Jun 20231. Understood customers' needs and wants, providing suggestion on products and sports advices to them based on my professional knowledge and personal experience2. Analyzed data from Amazon SWAG and provided suggestions based on sales performance (revenue, margin, average basket), internal factors (membership scheme, visual layout), and external factors (weather, consumption voucher)3. Modified the display products of the eye-catching area based on past sales performance and products' supply, after adjusting the product choices, the sales of eye-cathching area products to whole team sales raise 0.08%. In addition, analysed the reasons of ratio change for internal control. Show less 1. Understood customers' needs and wants, providing suggestion on products and sports advices to them based on my professional knowledge and personal experience2. Modified the display products of the eye-catching area based on past sales performance and products' supply, after adjusting the product choices, the sales ratio of eye-cathching area products over whole team sales has raised 0.08%. In addition, analysed the reasons of ratio change for internal control.3. Accomplished a local sport project sepcalized on Winter sports products. Analysed past business data from Amazon Swag and external factors like HK gov cosumption voucher and ease of travelling requiremnts. Forcasted a 15%-30% increase in sales than pre-pandemic periold, also put more emphasis on our top 20 best sellers as they account for 67% of our total revenue. Show less
Omni sports leader
Sept 2022 - Jun 2023Retail Intern
Jun 2022 - Aug 2022

West Kowloon Cultural District Authority
Nov 2022 - May 2023Finance Associate1. Accounted for the bulk purchase order of the “Yayoi Kusama: 1945 to Now” exhibition with two associates. Ranging from issuance of invoices and receipts, verifying account receivable with the bank in sheet, and inputting the data into the Oracle ERP system with validation.2. Audited and fixed data like outsourced workers’ working hours, quantity sold and total revenue, the total cost of production also prepayment and after sales transaction.

DFI Retail Group
Jul 2023 - Aug 2024Trainee Category Manager
Mar 2024 - Aug 2024Commercial Graduate Trainee
Jul 2023 - Mar 2024
Licenses & Certifications

The Third Oustanding Sudent Leaders Selection
The Arete - 政賢力量Nov 2017- View certificate

Bloomberg Market Concepts(Equity Options)
BloombergFeb 2022 - View certificate

Certification of Achievement
Outward Bound Hong Kong - 香港外展訓練學校Dec 2017 
Toastmaster International Youth Leadership Program
Toastmaster GlobalOct 2017- View certificate

Bloomberg Market Concepts(Fixed Income)
BloombergFeb 2022
Honors & Awards
- Awarded to Sam ChanDean's List School of Business 2022/23 The School of Business of The Hang Seng University of Hong Kong Mar 2024
- Awarded to Sam ChanEAF Investment Competition 2023, 1st Runner-up Department of Economics and Finance, The Hang Seng University of Hong Kong Jul 2023 Rate of return over the entire trading period(3.5 months): 23.18%
- Awarded to Sam ChanHSBC Greater Bay Area (Hong Kong) Scholarship 2022-23 The Hongkong Bank Foundation Jun 2023 To connect HSUHK students to acquire the necessary skills and knowledge that will help thembecome competitive, confident, and employable as they pursue a successful and rewarding careerin the Greater Bay Area (GBA).
- Awarded to Sam ChanScholarship for Best Progress S H Ho Scholarship Fund Dec 2021 Aiming at encouraging and supporting students to strive for improvement in their studies.There is only 12 quota for this scholarship. Both academic and non-academic performance will be considered.
- Awarded to Sam ChanBest Progress Award (2020-2021) The School of Business Jun 2021
- Awarded to Sam ChanDean's Award 2019/20 C H Chan Scholarship Fund Sep 2019 To recognize students, newly admitted to The Hang Seng University of Hong Kong (HSUHK)in the academic year 2019/20, who achieved outstanding academic result in senior secondarylevel public examinations.
Volunteer Experience
Interviewer
Issued by The Y.W.C.A. Hioe Tjo Yoeng College on Jul 2023
Associated with Sam ChanCampus Life Mentor
Issued by The Hang Seng University of Hong Kong on Aug 2022
Associated with Sam ChanStudent Mentor
Issued by HSUHK English Peer Mentorship Program on Nov 2020
Associated with Sam ChanStudent Athlete
Issued by Association of Round Tables in Hong Kong Charitable Foundation (香港圓桌會慈善基金) on Nov 2017
Associated with Sam ChanVolunteer
Issued by Asia Memory Sports Alliance on Aug 2017
Associated with Sam Chan
Languages
- caCantonese
- maMandarin
- enEnglish
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