Conducted quality assurance of financial statements, reviewing and checking them for any anomalies Assisted senior management by editing and updating financial data on trading securities on ExcelMonitored the latest information on transactions and liaised with related departments for the submission of latest information for dissemination

Evaluated asset allocation and investment performance of various companies, providing financial figures and analysis in report to investment banking department to determine potential for IPO Monitored fund managers’ investment decisions and their information disclosure, evaluating the risks of their investment and soundness of securities, determining the ratings of the mutual funds of their investments

Engaged in IPO process for private company; conducted due diligence by visiting a local factory to evaluate the operations and conditions of the equipment; collaborated with the Accounting Department to estimate values of assets by analyzing financial statements in preparation for a potential IPOAnalyzed and assessed return on assets and return on equities for an evaluation of the acquisition by Beijing WKW Automobile Parts of SanHua Holding Group, approximately valued at 2.2 billion RMB

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