Experience

  • Associate

    at First Capital International Finance Limited

    February 2019 - at Present

    Central and Western District

    • Lead a financial advisor role of client for IPO, including discuss with industry expert, review industry report and M&A (merge and acquisition) potential targets report, draft use of procedure plan, review cash flow forecast etc. • Coordinate an IPO project as a sponsor role, including arrange all parties meeting, write work flow schedule, due diligent work, draft prospectus, draft company structure, etc. • Help clients to make share structure, share incentives and business optimization. • Make size test for acquisition transaction and disposal transaction. • Draft announcements and circulars for HK listed companies, including profit warning, update announcement, disposal of subsidiaries, general offer of shares. • Draft and comment mandate, agreement and contract. • Communicate with clients both HK listed companies and private companies about M&A deals, debt financing, corporate structure, etc.

  • Analyst

    at Cypress House Capital Limited

    January 2017 - January 2019

    Central and Western District

    • Co-ordinated a pre-IPO project and communicated with target company, reporting auditors and lawyers both in mainland and HK. • Did due diligence investigation of target companies covering the industry of supplements, electric wire, cosmetics, gold mines, iron ore, etc. • wrote investigation reports. • Wrote pre-IPO guidance report for clients. • Reviewed valuation reports provided by target companies and analysed the rationality of methodologies, assumptions, formulas, etc. and wrote an assessment report for HKEX’s review in the future.

Education

  • Charted Management Accontant

    at Institute of Management Accountants

    2019 - at Present (1 year)

  • MSc. in International Banking and Finance

    at Lingnan University

    2013 - 2014 (1 year)

Knowledge and keywords

Languages

  • English Negotiation

  • Chinese Native

Hives