Assisted sales manager in maintaining fund clients, conducting financial research, and managing administrative tasks.Collaborated with sales manager in planning and organizing various marketing activities for fund clients, contributing to client retention and growth.

Leveraged Wind and Ifind databases for industry research, gathering market size information and company data. Utilized SQL for data integration and analysis, creating informative charts and graphs.Performed valuation analysis on companies using DCF and PE valuation methods, independently producing five research reports on listed companies.

Led financial verification projects, independently verifying personal bank transactions of over 50 executives and key personnel.Drafted and assisted in the completion of walk-through and cut-off tests, participated in the revision of a 400-page annual report, and revised the audit business bank's confirmation letter.