• Rank 1st in 2021H1 and 3rd in 2022H1 performance evaluation. Double return in single month compared with the base period month• Develop clients: Shin Kong Mitsukoshi(Taiwan's largest shopping mall), Fangcaodi (Syndication loan), Yulon (Taiwan's largest car manufacturer), Shangyi (world's largest custom sofa manufacturer) , Din Tai Fung, Tutor ABC(ICA),etc.• Provide the best financing (equity or debt) and derivative product solutions to enterprises according to past experience in primary and secondary markets.• Conduct financial analysis, due diligence, business model analysis.• Manage internal training for cross border M&A • 2021H1 業績第1名，2022H1第3名，單月收益(15萬)相對基期(7.5萬)增加2倍。• 開發SKP-新光三越(台灣最大購物中心)、北京芳草地(聯貸)、裕隆集團(台灣最大汽車製造商）、商億(全球最大定製沙發製造商)、聯發科(半導體)、鼎泰豐、Tutor ABC(ICA)等。• 結合一二級市場工作經驗，提供企業最佳融資(股權或債權)與衍生金融產品承作方案。• 風險評估：針對企業進行財務分析與盡調、商業交易模式分析、產業分析、財務模型預測與負責人訪談，撰寫風險分析報告與風險評級，並定期檢視顧客風險變化。•負責行內跨境股權M&A教學。

• Achieve 130% sales growth. Organize Qinyi M&A and TSMC CNY1.5bn fund project.• Close several Syndication loan deals to help clients expand their financing channel, including KYEC CNY1BN, Far Eastern Horizon USD1.5BN.• Collaborate with overseas branches to provide global investment and financing, M&A, and financial product hedging solutions for enterprises.• Assist relationship managers to manage and maintain existing business relationships. Work with product team and risk team to facilitate structure and credit approvals.• Process credit analysis, financial analysis due diligence, operation and industry analysis, and on-going monitoring. First prize in the credit report analysis evaluation.• 與多家銀行合作大型聯貸主辦，幫助客戶取得大額借款，同時拓寬融資渠道，如京元電子CNY1bn、遠東宏信USD1.5bn專案。• 與海外分行及進行跨境協銷，透過行內海外平台幫助客戶拓展海外跨境業務。• 協助客戶經理維護客戶關係，與產品、風控為客戶提供適合的全球投融資、併購、金融商品方案，如勤益M&A、台積電投資案。• 風險評估，針對現存與新往來顧客進行風險評級，撰寫信用分析報告，對顧客進行財務分析盡調、營運與產業分析，來進行整體風險評估，獲得年度報告撰寫評比第1名。定期風險檢視和評估客戶的往來情況與產業趨勢，以確保顧客對客戶的信用評級和分類是即時且適當的。

• Analyze TMT, consumption, and enterprise service projects by industry information, company fundamental research, competitive analysis, and finance due diligence.• Identify global economic trend and focus which meet company’s preference • Search industry super star projects and look for the suitable partners and financing institutions, build up relationship with 33 financing institutions in a month.• 對項目進行基本面研究、競爭分析、財務盡調、融資BD，如B站、Hellobike、威馬汽車。• 推動項目融資執行，分析市場競爭對手動態，了解行業趨勢與市場關注點，與適合項目和潛在資金方建立關係。月拜訪33家機構，了解其投決過程、投資偏好與項目資源。

• Analyze model, join several special projects, and complete 150 companies analyzing report during internship. With high quality of research, I am one of the best intern that have been told. (Founder is former chief semiconductor analyst at Goldman Sachs(US) and Morgan Stanley(TW)).• Evaluate China ADR companies’ business model, and listed potential buys in A-shares companies.• 撰寫10份以上個股分析報告、建置財務模型，其中以醫療與半導體行業居多。• 專題研究分析美國中概股與A股公司進行產業競爭的比較。• 實習期間一共研究100家公司以上、拜訪超過50家上市公司，協助建立實際投資部位。

• Place asset allocation and construct suitable portfolio for high net worth clients. Provide professional finance supports as financial advisor.• Collaborate with national account executive director integrate practical guidance on implementation of marketing strategy, customer potential opportunity, and asset allocation technical issues.• Competition Second Prize， NCCU Delegation• 替機構客戶與高資產客戶建立適配的產品組合，依照個案中投資人消費需求、投資期間、風險偏好屬性搭配全球經濟、產業發展做最適的資產配置，提供機構客戶與高資產客戶財富規劃與產品設計，呈報給香港區負責人，做出最適的基金銷售策略• 機構渠道業務 ED 給予實際執行銷售時指導、客戶反饋與資產配置的問題。資產管理競賽中獲得第二名/亞洲台灣區，校內賽第一名

•Develop overseas international website establishment with the head of Hong Kong •Design new futures trading strategies to be available to investors