Coverage: Chinese and Hong Kong TMT and Semiconductor sectors

• Allocated firm capital in trading long/short U.S. equities and equity options; monetized opportunities via intraday momentum style strategy to capture short-term stock price discrepancy based on technical analysis• Monitored and managed portfolio risks via stress test on various market conditions, including scenarios on investment risk sentiment, interest rates, cross assets volatilities, economic growth potential and geopolitical risk factors• Updated daily with investment team on portfolio risk/return profile, industry news, investment ideas coverage, and execution quality; communicated with PM and traders to evaluate and improve investment strategies

• Conducted extensive fundamental equity valuation via DCF & Comparable analysis on 15+ individual stocks across 3 sectors (TMT, Consumer and Pharmaceuticals), proposed analysis results and new investment ideas to investment committee aiming to monetize fundamental undervaluation and diversify portfolio risk• Developed DCF valuation models implementing in-house research using Hanke-Guttridge method, and applied the model to value 20+ companies in 3 sectors; analyzed 10+ companies’ proxy and management compensation structure to complement valuation model and generate investment ideas• Authored comprehensive investment reports, multi-page investment write-ups, idea screeners and presentation slides for management team and clients; prospective companies including Google, Apple, Amazon, Boeing, McKesson, Netflix and etc.

• Self-developed valuation models, including DCF and Comparable Analysis, to cover Chinese real estate stocks and due diligence process• Developed and updated analytical tools and procedures to efficiently manipulate large data sets of short/long-term solvency, asset utilization efficiency, profitability, investment returns and cash flow for 40+ listed energy companies• Engaged and collaborated with CIO in new funds launching process and executed 20+ presentations for prospective clients• Conducted daily news research and due diligence reports on local venture capitals and refinancing issues

• Conducted tests on electronic banking platform, analyzed transaction data flow; updated and re-designed trade product forms• Constructed bonds issuance reports of counterparty risk for 25+ Chinese state-owned Entities• Evaluated Credit risk of municipal bonds by data mining and analysis

• Sales revenue ranked 2nd among over 40+ salespeople; initiated and streamlined the entire process of marketing, road shows and sales promotion in rural areas• Created and analyzed financial statements of the local company, conducted competitive market analysis for 4 flagship stores • Managed and monitored supplies & inventory, verification of accounts, and documentation of receivables & payables