• Selected to be a part of the analyst group who to manage the $3.4 million mid cap student-run portfolio, with a consistent track record of outperforming the S&P 400 benchmark• Led an industry study to identify detailed market research and a competitive landscape analysis in the industry sector, and prepared analytical reports for capital allocation and investment ideas• Spearheaded the investment research process and conducted detailed security analysis to identify attractive valuation for a company in the Engineering & Construction industry, utilizing DCF, comparable analysis, and relative valuation models

• Conducted more than 10 meetings with colleagues in Taiwan, Singapore and India on the transformation plan of the new CRM system of Citibank Taiwan Branch, and was responsible for sorting out a large number of database screening work• Built more than 30 presentations in total and supported the work of team members in the transformation project of CRM system to corporate Customer for one of the largest Insurance companies in China• Investigated the financial mobile phone application market, sorted out a detailed research report based on three dimensions of user scale, platform function and user evaluation, and analyzed the improvement direction of existing mobile phone applications

• Updated the monthly Profit Contribution Excel spreadsheet by organizing and calculating the monthly business metrics• Self-taught the company profit contribution table and improved the calculation model with the support of the department leader, reducing the deviation by about 0.05%• Analyzed the business profit situation of 13 strategic dealer groups in the past year, built a specific profit contribution model by myself, summarized the profitability of each group and found three suspected fraud groups

• Search and collate real estate market news and industry research reports• Analyzed a number of research reports on new real estate policies by industry practitioners • Conducted a report about the possible impact of the new Real Estate tax in China