•Updated and maintained detailed bottom-up EPS/DCF financial models of U.S. large cap companies with SEC filing analysis (10-Q/K updates), five-year financial forecasts, cash flow projections, and P/E ratio sensitivity analysis•Conducting stock presentations and investment thesis for large companies within the tech and Fintech industry, such as Google and PayPal, including their business segment and revenue driver analysis, company’s business strategy analysis and comparisons with major… Show more •Updated and maintained detailed bottom-up EPS/DCF financial models of U.S. large cap companies with SEC filing analysis (10-Q/K updates), five-year financial forecasts, cash flow projections, and P/E ratio sensitivity analysis•Conducting stock presentations and investment thesis for large companies within the tech and Fintech industry, such as Google and PayPal, including their business segment and revenue driver analysis, company’s business strategy analysis and comparisons with major competitors in the same industry•Assisted the portfolio manager to edit and revise the pitch book for the fund which includes more than 20 US large cap companies such as Google, Costco, Netflix, etc Show less

•Assisted employees to open securities accounts for new clients, and to terminate the idle accounts•Verified companies’ background information from the credit information publicity website, updated their latest information in the internal system

•Familiar with the normal business of a bank by working at the front desk•Assisted clients to verify their bank statements, helped them to solve the technical issues on accessing their accounts•Helped employees to open bank accounts for individual and companies