EDUCATIO
N
University of Pennsylvania Pennsylvania, PA
Bachelor of Art in Economics| GPA :3.86/ 4.0 Aug 2021 — Dec 2023
INTERNSHIP EXPERIENCE
China International Capital Corporation Limited Shanghai, China
Investment Analyst Summer Intern June 2023 – Aug 2023
Screened and conducted thorough analysis to prepare recommendations on the investment opportunities ($600MM proposal
for beverage and apparel company)
Conducted DCF for 3+ companies, comparative company analysis, SWOT and Porter’s Five Forces to evaluate target sector;
calculate ROI, ROE, PE ratios to support the investment memorandums
Identify the business key driver, competitor landscape, industry vertical overview, and to assess the current economic trend
within healthcare sector; summarized the healthcare recent development
Engaged in investment meeting memo and recorded the key takeaways from capital committee, including total addressable
market, Industry compounded annual growth rate, YoY Growth rate and market concentration
CSC Financial Co., Ltd. Beijing, China
Investment Banking Intern, Debt Capital Market June 2021 – Aug 2021
• Sourced 5 prospective candidates for debt raising opportunities by analyzing historical fundraising transaction, credit rating,
and financial levers (i.e leverage ratio, profitability ratio, and liquidity ratios)
Selected Transaction Experience: $100MM Investment Grade Bond Issuance for a Steel Manufacturer company with annual
revenue $900MM
• Completed due diligence review to ensure all Chinese Securities Regulatory Commission legal documents in comply with
regulation, investor holdings, business operating models, and financial cash flow
• Assisted strategic and financial analysis to prepare a pitch book and materials for roadshow; conducted thematic research on
target sector trend
• Drafted credit analysis in the prospectus by evaluating capital/liability, revenue breakdown, and debt repayment ability
Tigress Financial Partners, LLC (Boutique Investment Banking) New York, NY
Investment Banking Intern Dec 2020 – Feb 2021
• Participated in buy side acquisition and identified 3 strategies buyers for a telemedicine and air purifier company through
deal sourcing and financial analysis
• Reviewed the key business drivers, economic factors, and market competitors to produce a hypothesis for valuation analysis;
created DCF model, comparable company analysis and precedent transaction
• Provided qualitative research on the top telemedicine companies (ZocDoc, Teledoc) including the market data, financial
statistics, subscriber retention rate, and future sale projection
PROJECT EXPERIENCE
Guotai Junan Securities Shenzhen, China
Investment Banking Case Study May 2022 – Aug 2022
• Made investment thesis to introduce the highlight for the company, introduced the current cloud base trend, and anticipation
of industry development trend, attracting the investors
AJMA – Media Marketing Start-up
• Spearheaded the point on content, community, engagement and growth strategies and tactics for social media accounts
• Brainstormed & pitched monthly content ideas to support ongoing brand goals and marketing campaigns
• Maintained the social media calendar, updating frequently based on campaign needs, brand goals and KPIs, and timely
opportunities for audience
SKILLS, ACTIVITIES & INTERESTS
Languages: English (fluent), Mandarin (native), Japanese (conversational)
Technical Skills: Microsoft Office Suite, Python, SQL Interests: Watercolor, Photograph, Reading novels, Travel