• Analyzed financial data relating to 50 companies within the firm’s coverage such as earnings, financial statements and major strategic transactions• Performed fundamental investment analysis including building Excel-based financial models and performing valuation analysis like DCF,Comparable analysis and sum-of-parts valuation• Listened to periodic earnings call, took notes and provided summaries for the team• Monitored macro news, financial news and company-specific news flow; Summarized in daily analytical note• Drafted basic research reports to clients in Real Estate, Auto and Casino industry and provided buy/hold/sell recommendations

• Conducted economic research and investment analysis on 49 women and minority own banks; Wrote 14-page report about bank valuation on China Construction Bank and Bank of China• Drafted in-depth portfolio performance analysis report on banking industry using Bloomberg Terminal • Performed investment and economic analysis related to socially responsible investing and impact investing• Attended seminars and events at the Washington Post, the World Bank, IMF to study the future opportunities and challenges of social investment

• Developed and maintained personal loan database for 1000+ clients by using SQL• Performed underwriting, financial analysis (financial statements, bank statements, business entity, business structures) and the calculations of key financial ratios to evaluate loan applications• Responded to inquiries, directed customer flow, and handled transactions

• Researched events in the local securities market; Wrote weekly research reports and case analysis about M&A• Reviewed 30+ target companies’ business plans, financial statements to evaluate their market positions, competition structure and future risks in sectors such as banking, manufacturing and technology

• Collected and sorted data of the Q and E stock with Excel to enhance the efficiency of the sorting system• Reviewed small- and medium-size listed companies