Experience

  • Strategy Associate

    at Shanghai Anda group Company Ltd.

    July 2018 - at Present

    Shanghai Shi

     Alternative investment: Property Trust investment analysis / BD for private equity opportunities;  Bond securities investment;  Onging project : Chinese medicine planting in AnHui.

  • Fund analysis and advisory

    at Ping An Securities Company Ltd.

    April 2015 - April 2018

    Shanghai Shi

    FOCUS ON business development and fund analysis:  Quantitatively and qualitatively study on domestic mutual funds by financial modeling ;  Analysis report:macro strategy/specific topic/investigation on fund managers (bond funds) ;  Capable of coordinating compliance and operation to support ongoing projects ;  FOF business development | asset allocation advisory for institutional client; Specific projects :  Internet finance platform: Setting up Fund channel on Lufax  Products:MRF project | Gold fund project | customized fund projects;  System upgrade :Underlying account via money funds | robot adviser| online trading system for institutional client;

Education

  • Master of finance

    at University of Melbourne

    2012 - 2014 (2 years) State of Victoria

  • Bachelor of accounting &finance

    at University of Melbourne

    2009 - 2012 (3 years) State of Victoria

Hives