Assist M&A projects within BAIC Group.Develop business plans for company and group's stock options and strategy investments.In charge of the stock/business valuation.Involved into Securities Underwriting and Syndicated Loan projects.

• Successfully assisted division manager to manage up to $ 10 million assets by optimize clients’ investment portfolios based on their risk preference and income.• By building and testing the combination of holdings, helped client to beat the market return constantly and well protected clients’ investment from downside of market-Average α 3%.• Used Morningstar Software to build financial plans for clients based on their current assets, liability and future financial goals.• Assist and communicate with average 5 clients daily, helped to build and maintain at least 40 % of the client and business relationships.

Event Planning and fund raising

• Successfully applied Modern Portfolio theory to optimize company’s four types of portfolios (Aggressive, Moderate Aggressive, Moderate Conservative and Conservative) based on market risk and asset correlation. Company ranked Top 10 companies that protect clients’ asset value from risk by Morningstar.• Executed in-depth research about Oil and Gas industry based on investment needs and cooperated with other analysts to do company stock price evaluation.

• Based on company’s financial statement analysis and market position, successfully build long-term finance strategy that helps the company to gain new capital and lock revenue.• Through market research and sales forecasting, helped company to effectively improved asset turnover more than 20 %.

• Supervised 8 local commercial institutions’ operation risk and transactions and took responsibility of 5 million capital operations.• Assisted supervisor to audit big banks acquisitions and transforms, kept record of Debt-to-Asset, Commercial Loan turnover ratio and other critical ratios on a daily basis.• Helped to monitor and execute National Student Loan project among a province range, total loan value 2.66 billion RMB.