• Built up a detailed database of all Mergers & Acquisitions cases of Shanghai Stock Exchange and Shenzhen Stock Exchange from January 2015 to 2016• Completed investment teasers of 3 target companies in the TMT industry for potential buyers• Prepared pitch books for PE/VC clients to help with financing and exit strategies, including A-share market advantages and the firm’s network of investors and regulators

• Helped in Shanghai Bestone Information & Technology Co.,Ltd’s Public Listing on China’s New Third Board• Assisted in writing some parts of Bestone’s prospectus including “Prospectus summary” and “Business”• Collaborated with employees from client’s Finance department in the composition of the prospectus• Worked with other interns in a market analysis project

• Participated in projects of corporate bond underwriting and issue• Collected research data in areas of company history, main business and the financial situation of the company• Assisted in writing some parts of corporate bond prospectus including “Prospectus summary” and “Business”• Helped review companies information and wrote reports of changes in equity• Aided in building and updating companies’ reports and conducted industry comparisons

• Contacted clients to reconcile the balances on their bank accounts with the balances on their books• Responsible for benchmarking clients’ financial risk to finish Risk Screening Program• Coordinated a companywide marathon to promote sustainable living with other team members• Evaluated clients’ financial status by Excel to determine loan qualification