• Spearhead due diligence in various core fixed income and equity investment positions, covering companies ranging from basic materials, renewable energy, industrial manufacturing, auto to diversified financials and local government financial vehicles.• Independently complete comprehensive investment recommendation report, create and deliver financial models and presentations to investment committee, made significant contributions for the fund’s performance in 2021 and 2022, awarded… Show more • Spearhead due diligence in various core fixed income and equity investment positions, covering companies ranging from basic materials, renewable energy, industrial manufacturing, auto to diversified financials and local government financial vehicles.• Independently complete comprehensive investment recommendation report, create and deliver financial models and presentations to investment committee, made significant contributions for the fund’s performance in 2021 and 2022, awarded employee of the quarter for third quarter of 2021 and 2022.• Provide continuous industry trend update for covered industries and financial data update for covered companies and adjust investment recommendations accordingly.• Established new autonomous forecasting, tracking and reporting system using Wind and Excel that improves research departments efficiency. Show less

• Review financial statements and analyze credit strength based on debt profile, revenues, capital expenditures, macro-economic trends etc., for bond issuers in basic materials and utilities sector.• Complete in-depth financial valuations for public companies in renewable energy, auto, and industrial manufacturing sector, monitor and analyze financial data trends and prepare now financial models.• Maintain and monitor analysis for fund’s positions, create reports and… Show more • Review financial statements and analyze credit strength based on debt profile, revenues, capital expenditures, macro-economic trends etc., for bond issuers in basic materials and utilities sector.• Complete in-depth financial valuations for public companies in renewable energy, auto, and industrial manufacturing sector, monitor and analyze financial data trends and prepare now financial models.• Maintain and monitor analysis for fund’s positions, create reports and presentations to help managing directors in monthly position reports and investment recommendations. Show less

• Performed due diligence in prospective projects by collecting and analyzing clients’ financial statements to calculate key financial ratios and conduct industry comparison to identify primary risks and opportunities• Developed PowerPoint presentations and presented to risk management team and executives that included financial analysis of client’s capital structure and financial forecasting• Coordinated inter-departmental communications by preparing meeting briefs for colleagues and… Show more • Performed due diligence in prospective projects by collecting and analyzing clients’ financial statements to calculate key financial ratios and conduct industry comparison to identify primary risks and opportunities• Developed PowerPoint presentations and presented to risk management team and executives that included financial analysis of client’s capital structure and financial forecasting• Coordinated inter-departmental communications by preparing meeting briefs for colleagues and managing directors Show less

• Collected data from Wind Financial Terminal and updated clients’ financial information in company’s database weekly• Analyzed several prospective client’s financial data to identify and evaluate Key Performance Indicators of last 3-5 years using Excel to facilitate underwriting process• Wrote macro-economic analysis of industry outlook with colleagues on clients from healthcare, construction, and real estate industries• Examined and revised bidding documents of on-going projects… Show more • Collected data from Wind Financial Terminal and updated clients’ financial information in company’s database weekly• Analyzed several prospective client’s financial data to identify and evaluate Key Performance Indicators of last 3-5 years using Excel to facilitate underwriting process• Wrote macro-economic analysis of industry outlook with colleagues on clients from healthcare, construction, and real estate industries• Examined and revised bidding documents of on-going projects, inspecting for technical errors• Created bond department’s first working guide for interns that outlines work responsibilities and assignments to improve future interns’ efficiency Show less