Graduate Analyst - Global Markets1st rotation: corporate sales desk2nd rotation: institution & wealth sales desk

• Conducted in-depth industry research and sourced potential target companies in retail, industrial IoT, EdTech, InsurTech, SaaS, and smart construction industries; completed 10+ case studies and proposed 10+ possible external growth opportunities via strategic investments or M&As• Engaged in preliminary due diligence on target companies, drafted five investment analysis reports covering business models, operations, financial analysis, and valuation; reports directly presented to CFO for decision-making• Tracked domestic & overseas FinTech investment deals, summarised information and identified industry trends, completed research projects on benchmark enterprises; delivered 20+ reports and directly reported to CFO each week

• Formulated Fosun’s strategy in insurance sector, generated 10+ research reports in terms of business operations, product innovations, organisational structure, and asset management; finalised sector-level 10-year strategy• Cooperated with strategy teams from two overseas insurance subsidiaries and liaised with management boards in completing external & internal evaluation; contributed to 10+ assessment reports and six detailed short-term strategies• Led “Insurance + Vaccines Combat”, coordinated among eight subsidiaries, arranged meetings for product design, BD, compliance, supply chain management, and marketing; launched COVID-19 vaccination program in HK

• Researched leading overseas mutual fund companies in terms of development history, organisational structure, product series; forecasted possible growth paths for domestic counterparts; co-authored a 60-page report• Tracked covered listed companies and financial regulations, undertook thematic research projects for buy-side clients; facilitated their investment decisions with in-time data, market insights, and in-depth research

Deloitte Club is a structured program designed and developed for students who want to learn from the best and prepare for a bright career in Greater China.

• Independently undertook project management tasks: monitored 40+ development items; identified, supervised and eliminated 170+ issues & risks, presented a visualised project progress report to the PMO; cut 30% inefficient meetings and consequently accelerated the progress by over 20%• Organised expert interviews and conducted field visits to structuralise business needs in different contexts, participated in product development meetings and assisted in function design; contributed to 3 function specification documents

• Completed in-depth industry research including: 1) China’s EV market in 2020, second-hand car market and energy consumption structure; 2) fundamental research on BYD (002594.SZ); drafted research reports of 120+ pages• Provided research services to buy-side and regulators on: 1) global research on product strategies and revenue composition of major OEMs; 2) analysed impacts of Tesla’s Shanghai Gigafactory; 3) standardised EV manufacturing industry chain• Built long-term database about EV industry supply chain, competition landscape, and related public policies, etc.

• Assisted in due diligence of several target companies by assessing them on multiple metrics, including industry landscape, supply chain, patent assets, valuation of comparable companies, etc.; facilitated closing one investment deal• Studied industries related to several advanced materials to source investment deals, including carbon fibre, semiconductor, and aerospace industries; delivered one in-depth research report and helped draft one investment proposal report• Supported fundraising activities and helped raise 400 million CNY from public sector investors