• Spearheaded the project to develop a stock selection model for bank stocks; researched 15+ existing academic paper on quantitative factors for bank stocks; summarized and identified 20+ bank-specific and 40+ factors overall for the model• Retrieved and reconciled relevant data for 200+ banks in the Russell 2000 Index from public databases; conducted backtesting to measure the performance of selected factors; analyzed results and presented findings to the team

• Conducted due diligence and drafted a 20-page investment memo on a freight software solutions company for potential buyout• Analyzed three different software markets and the automation software industry; presented a 30-page report to management

• Built TAM and the comparable model for target company in a $2 billion SPAC deal; collaborated with team members to perform due diligence on the target; created and presented a detailed 30-page investment memo to the investment committee• Completed due diligence of a biotechnology company and created valuation models to evaluate the target; built a 60-page investment memo for the investment committee and helped reach a ten million CNY investment

• Assisted in writing a 500-page IPO Prospectus for leading company in chemical industry in a 1.8 billion CNY IPO deal• Drafted due diligence report of a wastewater treatment solutions company in a 3.7 billion CNY private placement deal

• Assisted to promote partnership with 3 clients in technology and educational services industries • Initiated collaboration between the Palace Museum and an AI unicorn startup in an art exhibition, which was held nationwide