-Responsible for the preparation of complete sets of accounts and financial reports.-Performed accounting duties, including daily cash flow management, client money segregation, and bank reconciliations.-Collaborated with external auditors for annual audits and tax matters.-Coordinated with external Company Secretary vendors to prepare various meeting minutes and statutory returns.-Supported financial due diligence on investment projects.

-Conducted comprehensive market research and due diligence for potential investment opportunities.-Assisted in the preparation of financial models and investment memorandums, enhancing the firm's understanding of investment prospects and informing strategic decisions.-Collaborated with the investment team to monitor and report on portfolio companies' performance, providing valuable insights for portfolio management and strategy development.

-Assessed and verified the business contracts through meticulous collation and content review.-Conducted thorough examinations of financial statements, account sets, and vouchers to ensure precision and compliance.-Proficiently utilized Excel to contribute to the production of comprehensive annual reports.

-Proficient in conducting sales of futures products with a proven track record of success.-Experienced in assisting in the delivery of training courses on quantitative trading software Cero.

-Made product recommendations for asset management products based on business materials.-Followed the stock market, analyzed the market trends, and implemented virtual futures transactions. (oneday earnings reaching 66,000 yuan, making a record high in the company)

-Conducted comprehensive market research, accompanied the customer manager on customer visits, and proactively followed up with customers to understand their needs.-Utilized Excel to create detailed earnings reports.