Experience

  • Master Thesis research

    at Master Thesis

    December 2018 - June 2019

    Uppsala

    Research Question: How do the SRI strategies of Swedish mutual funds impact the financial performance?  Investigated socially responsible investing(SRI) mutual funds in Swedish markets and their financial performance  Studied the impacts of shareholder activism, ESG rating, and screening intensity on the risk-adjusted return  Concluded a curvilinear relationship between screening intensity and financial return

  • Consulting Analyst

    at GlobalAustin

    August 2018 - December 2018

    Texas

     Interviewed board members and paid members, and sent questionnaires to focus groups to collect data  Compared GlobalAustin with its competitors to analyze its strengths and limitations  Developed a strategic plan for GlobalAustin to expand its revenues by increasing membership rate and retention

  • Fundamental Analysis

    at Volvo Group

    April 2018 - May 2018

    Stockholm

     Forecasted Volvo’s operating profitability and financial performance based on 5 years of historical data  Evaluated the company by using Dividend Discount Model, Residual Earnings Model, and Free Cash Flow Model  Reported that the valuation of the company was overvalued

  • Financial Analysis Intern

    at Ecolab

    January 2017 - May 2017

    Shanghai Shi

     Calculated Profit and Loss (P&L) for different cases and analyzed their impacts on cash flow  Built weekly charts and wrote monthly reports to show the revenue growth and the change of cash flow  Tracked the trend of revenues and net profit from different industries within last 5 years  Collaborated with general counsels to verify the contracts between Ecolab and its customers

  • Compliance Intern

    at Pfizer Pharmaceuticals Ltd

    August 2015 - December 2015

    Shanghai Shi

     Supported documentation and administration of training  Managed staff reimbursement by ensuring whether policy requirements were met  Innovated a new format in Excel that facilitated clarity of financial data from different resources

  • Corporation Research

    at Wanrong Landscape Industry

    July 2015 - August 2015

    Shanghai Shi

     Issued questionnaires to employees and interviewed the managers and HR to collect information  Analyzed and assessed Wanrong Landscape’s creativity and innovation level  Recommended new recycling options that would reduce their average costs

Education

  • CFA Level II

    at CFA Institute

    2018 - at Present (2 years)

  • Master of Financial Management

    at Uppsala University

    2017 - 2019 (2 years) Uppsala

  • Anders Wall Scholarship

    at Uppsala University

    2017 - 2019 (2 years) Uppsala

  • Exchange study

    at The University of Texas at Austin

    2018 - 2018 (1 year) Texas

  • GMAT 700

    at GMAT

    2017 - 2017 (1 year)

  • Bachelor of Accounting

    at University of Shanghai for Science and Technology

    2013 - 2017 (4 years) Shanghai Shi

  • Univeristy Honors

    at University of Shanghai for Science and Technology

    2013 - 2017 (4 years) Shanghai Shi

  • Mathematical Contest in Modeling – Honorable Prize

    at N/Y

    2016 - 2016 (1 year) Shanghai Shi

  • EY Young Tax Professional

    at Ernst & Young

    2016 - 2016 (1 year)

  • Minor in Law

    at Fudan University

    2014 - 2016 (2 years) Shanghai Shi

  • China Mathematical Contest in Modeling – Third Prize

    at N/Y

    2015 - 2015 (1 year) Shanghai Shi

Languages

  • Chinese Native

  • English Negotiation

Hives