Equity Investment Department - Intern
Shenzhen, Guangdong, China
Analyzed financial statements of a tech company to determine value and assess the operations of the companyProvided daily analysis on financial figures collected from RoyalFlush with an emphasis on the major financial estimates on cash flow and rates of returnEvaluated investment portfolio, determining basic ratios and ratings of mutual funds and other securities for a potential clientPresented and outlined risky investments, collating estimated rates of return of selected securities on Excel for distributionCreated a draft model for the potential clients’ assets allocations, evaluating the performance of current investments and plan for retirement, specifying which trading securities should comprise the portfolio