•Involved in the due diligence of potential investments in agriculture data and pallet companies; brainstormed vertical consolidation ideas, identified add-on opportunities, and performed operational & financial analyses•Engaged with the financial diligence of 20+ Ohio-based pallet companies as part of a potential add-in acquisition; organized the financial statements, reviewed potential for synergies and summarized for Founder•Reviewed 20+ teasers, analyzed targets’ business using five-step industry analysis method and conducted preliminary investigation using PEST, SWOT, Porter’s Five Forces Model for potential investment

•Directed a team of 30 to plan and organize the Annual Orientation for 100+ students; arranged transport, screened and booked hotel rooms, served as liaison to vendors & caterers and assisted with record keeping•Prepared budget plans for ECSA events, tracked the club’s cash flow and supervised the internal financial lists

•Prepared 10-page market updates for weekly club meetings and led discussion on financial news with members•Involved in the hiring process for new members, conduct interviews, and mentor juniors in business educations

•Co-invested $15,000 in a chain restaurant brand, with a return on investment of $10,000 over 15 months; led the negotiation of the 5-year investment contract and liaised the communication between the team and Company•Conducted on-site due diligence on the financials, business performance and product & services of 20+ local fast-food restaurants and FMCG brands, and presented the results to 5 other potential co-investors

•Conducted research on VinFast’s initial public offering; reviewed the global electric vehicle competitive landscape, industry tailwinds, financial profile, valuation and recommended a short thesis on the stock•Performed a comprehensive industry research into the fast-casual dining industry, mapped out and categorized the leading players, interviewed industry experts, and identified potential advisory opportunities for the team•Assisted a Senior Analyst in identifying potential clients and constructing a customized investment portfolio based on their risk tolerance and financial circumstances; prepared reports summarizing recommendations

Advised a sustainability-orientated strategy in reducing manufacturing costs.Analyzed financial reports and Toyota managerial methods.