As an international student with a green card and a background in finance, I am seeking to transition into the field of international trade and sales. Drawing on my family's knowledge of Goods import-export, I intend to contribute to business growth by building partnerships with international clients. With strong communication and negotiation skills, I am enthusiastic about pursuing new opportunities for expanding our company.
Work History
Financial Innovation Department Intern
ZheShang Securities Co. Ltd.
SHANGHAI, CHINA
09.2023 - 11.2023
Research and investigate the Zhejiang Securities' Private Equity Product Manager Due Diligence Template for July 2023 (1), conducting a detailed analysis of the company's management scale, product funding sources, corporate equity structure, and other related factors, and subsequently drafting a comprehensive research report.
Researched Chinese snowball futures and options and assisted in mentor-led contracting projects
Assisted in the preparation of comprehensive due diligence reports for the company's derivatives department.
Investment Banking Intern
ShenWanHongYuan Securities
Shanghai, China
07.2023 - 09.2023
Drafting concise and accurate response reports to regulatory inquiries during the second round review process of our company's Initial Public Offering (IPO) on the Growth Enterprise Market (GEM) in China.
Optimize job descriptions for Visionox and Papaya Mobile's IPO withdrawal cases, conducting comprehensive analysis, evaluating impacts, and providing strategic recommendations.
Analyzing Xiangyuan International Logistics' operations, including air transportation, import/export services, human resources, warehousing, vehicle logistics, and trade finance. I learned about WMS systems, improving efficiency through timely data collection, precise process management, and automated guidance.
Microsoft office specialist (Advanced), Access (Intermediate), Microsoft Office Specialist: Awarded by the CEO of the Microsoft Company
Projects
San Diego Airbnb price prediction, 12/2022, University of California, San Diego,
Collecting preliminary information on Airbnb app usage and sales for an examination of Airbnb in San Diego. Built a basic machine learning model to predict prices of Airbnb in San Diego and find out the factors. Evaluated ranking criteria based on consumer preferences and created final judgments on how to enhance.
Stock Recommendation for CVS and Rite Aid, 04/2022, University of San Diego, CA,
Brainstormed ideas with four teammates and forecast the conclusion by reaching the 10-K filings for CVS and Rite Aid at SEC.GOV. Evaluate both Market Capitalization, market share, shares outstanding, and revenue to gain an overall information. Calculating WACC, Enterprise value, long term FCF growth rate, solvency ratio, and other risk variables Correlation and tracking error, as well as annual mean return and Beta by excel and using CAPM skills to make a quantitively Analysis. Create a final recommendation for stock customers should buy.