Experience

  • Associate - Financial Analysis and Corporate Development

    at Cachet Hotel Group

    February 2019 - August 2019

    Shanghai Shi

    -Responsible for financial modelling aspects, including building financial models and conducting financial forecasts, for Cachet Hotel Group and other Roche Enterprises’ subsidiaries. -Drafted investment and fund raising presentations, as well as strategic partnership presentation. -In charge of modelling of real estate financing and investment projects. -Drafted strategic plan for Cachet Hotel Group to improve hotel operational performance. -Conducted in-depth market research for corporate development purposes for Cachet Hotel Group and other Roche Enterprises’ subsidiaries.

  • Equity Research Associate

    at UOB Kay Hian

    September 2018 - January 2019

    Shanghai Shi

    -Assisted in covering China internet sector, including Alibaba (BABA US), Tencent (700 HK), JD.com (JD US) and other China internet stocks listed on Hong Kong market and US market. -In charge of financial modelling aspects, including building and maintaining financial models and conducting company valuation. -Responsible for constructing and maintaining proprietary industry databases. -Drafted company earnings report and sector report. -Supported initiation of an internet stocks, by building financial model and drafting company report.

  • Equity Research Associate

    at Evalueserve

    August 2016 - September 2018

    Shanghai Shi

    -Assisted in covering China lodging and tourism sectors with Bank of America Merrill Lynch analyst, including 10 shares listed on A/H markets and US market. -In charge of financial modelling aspects for the team, including building and maintaining financial models and conducting company valuation. -Responsible for constructing and maintaining proprietary industry databases. -Wrote in-depth company performance analysis and earnings preview/review on covered companies, as well as industry-wide report. -Involved in the initiation of a lodging company, by building model and drafting report with sole responsibilities on the business description, investment positives/concerns and valuation sections. -Handled client requests: drafting answers on company-specific queries, various data and earnings sensitivity analysis, industry driver/stock price correlations, etc. -Previously worked for Merrill Lynch APAC strategy team in drafting monthly global newsletter report.

Education

  • Bachelor of Finance

    at Australian National University

    2012 - 2015 (3 years) Australian Capital Territory

Languages

  • English Negotiation

  • Chinese Native

Hives