• Market lead/Manager

    at Institutional Shareholder Services Inc.

    January 2017 - at Present


    • In charge of the daily operation of the China-Taiwan Research team to meet tight global deadlines, leaded team projects, provided guidance, training and supervision to analysts, as well as be responsible for the quality control of the reports published by the team • Leaded engagement meetings with corporate executives, directors, financial and legal advisers, institutional investors, as well as government/regulatory/listing authorities • Issued proxy vote recommendations for high profile shareholder meetings including proxy fights, contentious M&As and FPI privatizations • Developed market overviews and generated research notes on developing trends, emerging situations and tactics, and other economically-focused topics for clients • Developed M&A analysis framework for a wider team to apply • Participated in the development of ISS policy, an analytical framework grounded on data analysis, market practices, latest regulations and stewardship code on ESG issues

  • Analyst

    at Institutional Shareholder Services Inc.

    February 2015 - December 2016


    • Analyzed corporate governance and financial information to process data and write research reports on listed companies in mainland China, Taiwan, Hong Kong and other Asian markets • Conducted independent research and issued proxy vote recommendations for shareholder meetings of listed companies in Greater China Region, through evaluating the fairness and risks of each shareholder meeting agenda, such as election of directors/supervisors, profit distribution, loan application, guarantee provision, related-party transactions, private placement, M&A, external investments, equity incentive plans, Articles of Association amendments, etc. • Developed market expertise in corporate governance, investment, and shareholder issues gathered through research and engagement with listed companies Researched and developed thematic research reports and regulatory updates covering Asian companies


  • Msc. Applied Economics

    at Nanyang Technological University

    2013 - 2015 (2 years) Singapore

Knowledge and keywords