• Develop and maintain various types of investors and complete fundraising; At present, there are about 300 investors of various types under personal maintenance, including family offices, insurance companies, government guidance funds, government investment platforms, large state-owned and central enterprises, mother funds, listed companies, industrial capital, large financial institutions, banks, high net worth individuals, etc. and currently landed at 60 million yuan;• Completed the first new energy project investment, the project belongs to the middle stream of the new energy industry chain, the main business is lithium battery comprehensive recycling solution provider, a number of well-known funds participated;• Responsible for setting up fund operation and investor relations departments, applying for manager license, designing and building fund structure, completing manager registration and fund filing;• Set up Secondary fund to raise funds for the Fund and acquire shares of a well-known medical fund, with an estimated scale of 1 billion yuan and the first phase of 300 million yuan;• Carried out QDLP and QFII business, developed resources of government departments, applied for licenses, and completed QDLP business scale of 300 million yuan

• Responsible for the fundraising of Everbright's new economic fund, expanded the channels of capital raising, and deeply developed the resources of potential investors, including insurance companies, listed companies, fund of funds and government-guided funds, etc., with hundreds of potential LP resources (including us dollar investors), and raised RMB 1.6 billion;• Plan, coordinate and arrange investor meetings, conduct due diligence, prepare and write relevant materials, assist in negotiating legal terms, and participated in tracking the whole investor subscription process;• Maintain existing investor relations in depth, hold regular investor information update meetings, prepare relevant materials, including quarterly and annual reports, newsletters, investment memos, reply to relevant investor issues, update and discuss the market and fund situation;• Help the fund to integrate institutional resources, search for exit channels of invested projects, transfer old shares, and assist in other work of post-investment management; Completed a project exit by personal resource, earnings multiple of 2.7 times;• Prepare the company's annual meetings, seminars and other investor-related activities;

• Responsible for RMB and USD fundraising including approaching potential LPs, executing the fundraising process, maintenance LPs relationship and review their requests on a regular basis; have completed a 6 billion RMB fundraising;• Conducting 6 funds (including 3 RMB funds and 3 USD funds) quarterly reports delivery;• Preparing the annual LP meeting materials including the fund performance and portfolio companies’ information;

• Work with the Executive Director in performing execution on VC investment, financial advisory and consulting deals;• Perform financial modeling, valuation and due diligence tasks;• Conduct market research and provide regular market updates to the team;• Assist in maintenance of transaction database, the preparation of marketing materials and pitch books;

-Performing due diligence on prospective private market primary investments -Conducting various tasks related to reporting, monitoring investments and writing industry research report -Prepared pitch book for proposed over $10mm financing projects on several industries-Created financial models for valuation including LBO, DCF, and accretion/dilution for various transactions-Contribute to deal team investment recommendations, preparations, and investment committee presentations. -Fluent in English and Mandarin

-Performed audit procedures to review and analyze financial statements for over 20 clients, including reverse merger and IPO for the clients in high-tech, pharmaceutical, manufactory, and energy industries-Got better understanding of a client’s financial situation through reviewing the financials and the footnotes; Foot and tie numbers in financial statements and related footnotes in SEC filings, prepare work papers for quarterly review-Reviewed and compared key figures with budgets and prior period figures to do a complete analytical review of the entity-Translated financial documents from Chinese to English and provide audit and financial support to supervisors

Developed solid portfolio management skills by constructing a simulated fund composed of 12 classes of assets to meet the requirements of stable returns with minimum risks, using the 10 years back data to calculate the payouts, the downside risk and optimal weights in spreadsheetsGrasped deeper understanding about hedge theory by creating a portfolio composed of stocks and ETFs in specific industry, rebalanced weekly, recorded the performance, and monitored portfolio positions by calculating correlation coefficientsConducted risk management by evaluating portfolio risks with VaR, Risk Decomposition, Sharpe Ratio and Volatility Test

Got knowledge of operation strategy and profit sources of commercial banks by studying cost and profitability of loans and deposits businesses, understood deeply of commercial banking services, insurance, loan procedures, and reserve managementConduct risk management for changing interest rate and credit risk issues, including the risk analysis of asset-backed securities and credit derivatives, developed loan structures and profit forecastsManaging and pricing deposit services, nondeposit liabilities and other sources of borrowed funds

Fully understand of pricing models CAPM and Fama French by collecting 30 companies’ data and comparing the efficiency of the two pricing models, wrote the research results report and present out the study logic and conclusionFamiliar with the application of SAS by conduct securities analysis and data collection using the WRDS databases via SAS

Enhanced knowledge of auditing by accepting internship training and deeply understood the business structures of accounting firms and the practice of auditing procedure Got prepared as a potential professional who can work in a fast-pace environment by participating the on-site audit projects, achieved outstanding performances by conducting the Control Test to general ledgers of China Construction Bank Participated as a great team player by coordinating with team members to ensure the successful work, very reliable and detail oriented by responding routine correspondence, such as answering calls from customers and discussing work detail with them.

Developed great sales and communication skills by communicating with current and potential customers to discuss their financial requirements and selling appropriate financial products to meet their needs Deeper understandings of financial products, services and new account opening procedures based on strong commercial customer focus orientationGreat organizational, analytical and presentation skills by writing sales results report and sales plan to the supervisor