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自我介绍

自我介绍

教育经历

教育

University of California - Los Angeles

Bachelor Mathematics/Economics
~

经历

Equity Research Intern

ChineseInvestors.com
~

• Conducted industry and company research on macro economy and 10+ companies on a daily basis and updated such information on ChineseInvestors.com; all articles received 10,000+ views

• Applied technical analysis, such as swing trend strategies, on technical indicators and oscillators to identify buy/sell signals to provide entry/exit recommendations for 5+ stocks every day

• Performed due diligence and fundamental financial analysis including financial report analysis and qualitative analysis for the above-mentioned companies to supplement trading ideas

• Produced presentation materials in PowerPoint and videos with junior analysts for weekly stock trading courses 

• Served as English-Mandarin translator for Chinese clients in conference calls over M&A and partnership etc.


Analyst

Bruin Value Investing
~

• Received comprehensive training in intermediate accounting, financial analysis, company valuations, financial modeling, pitch decks preparation and presentation, and advanced Excel

• Conducted DCF analysis and Public Comparable Analysis on the railcar leasing sector of Trinity Industry to assist BVI associates to prepare stock pitches and present to industry professionals

• Provided advices on debt restructuring and leveraged buyout cases in Holihan Lokey Financial Restructuring Case Competition, Credit Suisse LBO Case Competition, and Citi Investment Banking Case Competition

Financial Analyst Intern

Pearl Fund
~

• Collected and summarized the press coverage, commentaries and editorials on 20+ companies on a daily basis; analyzed such information qualitatively and presented in a daily report

• Supplemented target-company database with key financials, industry updates and contact information

• Prepared presentation slides and handouts on target companies using Microsoft Word and PowerPoint with senior analysts; designed a refined PowerPoint template that was later adopted by the company

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