Ping Lu Email & Phone Number

中国深圳

*Assignment/projects Execution: Inquire criminal records, bank records of management team, analyze related transactions. Determine the use of fund raised from IPO, understand the company's business model and help clients establish internal control systems (purchasing, production, R&D, sales)*Memoranda Preparation: Find cases to respond to CSRC inquiries, prepare transaction-related documentation and client presentations. Sort out the drafts of prospectus.*Due Diligence Support: Gather industry, regulatory and economic information, company financial statements, periodicals and publications in order to extract relevant data on financial histories for the forecasting of future potentials尽职调查：协助开展 IPO 项目的尽职调查，对底稿包括行业研究及统计分析的整理撰写项目的具体执行：进行证券上市项目文件的报告和信息的搜集整理、撰写和归档，及续督导的配合工作 参与组织协调：与发行人及其他中介机构联系、沟通、协调，以及协助完成与项目相关的文件报送等工作

中国 北京市

*Market/Company Research: study on semiconductor industry value chain, analyze the cause of the chip crisis and keep our eye on follow-up, and research on the development route of AR HUD technology and report in the form of PPT. *Strategic Transformation Support: Sort out the financial data and product technical routes of the targets (296 Chinese semiconductor producer), understand their follow-up development direction and set cooperation levels（Eyelevel/alliance/partner）and new forms of cooperation (across the traditional Tier1).*Negotiation support: arrange Multi-party talks with GigaDevice etc., German headquarters and R&D centers , participate in meetings and provide material support

中国 北京市

*Report writing/Market commentary translation: Updates SSE 50 and CSI 300 market data by Excel charts and complete weekly reports. Translate Market interpretations issued by DBAG and publish in official media(familiar with ESG topic ,products of Fixed Income/Derivatives and index in ESG).*Policy Collection: Sort out financial opening policies in China according to time and license. Systematically list the current status of more than 30 JV securities firms (licenses/ shareholding ratios), the development strategies/future layout of the 9 largest JV with foreign holding position.*Customer Relationship Maintenance: Responsible for Chinese-new-year gift mailing

中国 北京市

链兴资本是2020年度中国最佳新型投行TOP10，泛科技和企业服务领域的头部机构，国内区块链精品投行的第一品牌，累计完成近50笔交易，数十亿美元的投融资。曾获得：36氪“2020年度中国最具影响力新型投行TOP10” 投中榜“2020年度中国最佳新型投行TOP10” 融资中国2018-2019年度“最佳新锐投资机构” *跟踪头部私募公司考察项目案例：红点中国、纪源资本、五源资本等公司近期在开源软件领域的投资案例，并查询整理相关公司的产品、投融资、核心竞争力领先技术整理及 CEO 讲稿推测未来行业方向及公司规划。* 开源软件行业及公司研究撰写：运用企查查、烯牛数据、wind 等整理公司档案行业动向分析多种消息中间件优势。共完成公司研究及案例跟踪 40 余家

中国 重庆市

*Industry/company research: write a work research report in Fintech and Regtech (70 pages, 40 pages); summary of tech Characters and Financial appliance of AI, Blockchain, Cloud computing Big Data, and API, sorting out company cases, market size, investment and financing data, the policy of PBOC/CBRC/CSRC (create Excel charts/files and update in time)*Project Execution: Back-check a subsidiary of CASIC etc., draft contact questionnaires based on existing roadshows and public information, recording the interests of parties. Assist in the reception and introduce the details, such as geo-advantages(locations), preferential policies, surrounding plot planning, and rent.*Valuation model construction: Construct financial models, company valuations, and merger and acquisition transaction comparisons based on research findings and client analysis1、协助或负责进行宏观、行业和公司研究等工作2、协助或负责进行项目的执行工作,包括尽职调查、估值模型搭建和立项建议书撰写等,为项目落地提供支持3、参与项目策略制定,配合团队提出的商业项目定位及规划方案,从专业角度提出决策建议

中国

Design mental health courses & digitalized the questionnaire data

重庆江北区聚贤岩营业部

 负责协助开发对接高净值客户群体，协助开发及维护客户渠道。-了解证券法律法规，针对个人服务开户手册、机构开户手册定位客户理财需求-科创板的理财产品上市，寻求新客户需求以及固有客户的新需求 —客户维护，依据反洗钱相关规定，维护更新相关客户信息 参与策划高净值客户服务方案-科创理财与融资融券产品销售结合，新客户开发与老客户科创板新业务并举 完成市场调研、数据收集、客户信息分析。 记录晨会会议纪要，参与科创板、资产新规，融资融券培训。

硕士, Grande École Master In Management/Financial Market Investment(Fmi Msc)/管理学/金融市场双学位

学士, Applied Psychology, 86/100(Gpa4.3/5或3.5/4）

Activities and Societies: 济南大学认知与情感脑科学实验室学习三年；新生杯季军；参加全国、省级学术会议；研究项目获srt资助；法国高教署志愿活动；暑期志愿活动报告三等奖ssci publied

高中, 理科