Experience

  • Investment Banking Analyst

    at HSBC

    July 2017 - September 2019

    Guangdong Sheng

    • Provided financial advisory for China corporate clients with a focus on real estate, power & utilities and renewable energy industries • Involved in 10+ transactions including 3 IPO, 5 M&A and 6 debt issuances; selected transactions include: 1. Acquisition of a UK offshore wind farm by a Hong Kong listed Chinese SoE: conducted 3rd-party due diligence (including financial and technical DD) and reviewed DD reports; prepared valuation reports on the target company and coordinated with leverage finance team to perform bridge loan valuation 2. USD464m SEHK IPO for Xinyi Energy: prepared DCF valuation model and conducted pricing analysis; obtained in-depth understanding on the company via drafting investor presentation materials and Q&A script 3. Huaneng USD500m perpetual bond issuance: analyzed company’s credit highlights, prepared roadshow materials and investor Q&A script

  • Investment Banking Intern

    at Blue Diamond Advisory

    July 2016 - August 2016

    California

    • Worked on 2 buyside M&A deals by performing financial modeling and valuations for target companies in technology industry, and assisted senior bankers with research on potential buyers • Performed comprehensive valuation analysis for Fortinet, a software company in US via DCF and comparable company approaches, and prepared insightful investment recommendations to investors • Conducted in-depth research in technology industry in US and prepared analysis of software companies’ 10-K, 10-Q, capital markets and prospective financial information

  • Investment Operation and Wealth Management Intern

    at Northwestern Mutual Investment Services, LLC

    August 2015 - March 2016

    California

    • Employed the holistic, diversification wealth management approach, including conducting in depth financial analysis and adjusting portfolio allocations to client risk and return profiles by using Morningstar and Personal Plan Analysis (PPA), and to assist senior financial advisors in providing customized investment strategies for 60 high net worth individuals per month • Provided high quality support to financial advisors, money managers and operations management by addressing customer issues via phones, emails and company internal system • Generated and analyzed 80 trade tickets per day for brokers, assisted securities trades and client transactions through cash management processes • Managed risk in terms of validating accuracy of information provided by client, safeguarding eligible client-pledged assets, ensuring overall compliance with bank regulations

  • Accounting Assistant

    at Commercial Scientific Corporation

    April 2014 - July 2014

    California

    • Performed the full audit cycle including risk management and control management over operations’ effectiveness, financial reliability and compliance with all applicable directives and regulations • Drafted audit reports and findings for employee pension plan and evaluated the feasibility of this plan • Filed tax returns (form 8955 and form 5500) for a nonprofit organization and responded to related tax correspondence and research issues as they arise

Education

  • Master

    at University of Southern California

    2016 - 2017 (1 year) California

  • Bachelor

    at University of California, Los Angeles

    2012 - 2016 (4 years) California

Hives