● Led market research in the Technology sectors, including biotech, EV batteries, and artificial intelligence, conducted due diligence on target firms, including market analysis, policy research, and risk evaluation● Performed quantitative analysis of focus companies and built valuation models, such as DCF and Comparable Company Analysis, to support investment recommendations with detailed memos● Monitored, assessed, and evaluated latest policies on technology, reviewed focus companies’ disclosure documents and product portfolio to ensure well-informed investment decisions● Prepared and presented investment report and policy memo to the senior investment committee, aiding in the selection of 15+ startups

● Conducted market research on investment management and financial literacy education platforms● Performed market sizing, market share, and competitor analysis to develop business strategies● Analyzed product-market fit for target customers by content, engagement, and gamification● Prepared a 10-slide deck to present to clients and set up the go-to-market strategy

●Provided strategy analysis for OneConnect’s digital banking and digital insurance product lines● Analyzed business needs for Gamma Platform to serve institutional clients including smart customer service, smart collection, smart marketing, and robot platform● Performed industry research and benchmarked OneConnect product against competitors, explored new opportunities to increase market share with different pricing strategies

● Worked for client to develop data-driven strategies for supply chain optimization● Performed root cause analysis based on profit and loss at product category and store level● Created financial models to perform demand forecasting to achieve data-driven procurement

● Worked on New Retail Strategy project to perform market and competitor analysis, conducted surveys to identify demands and forecast trends for B2B and B2C business lines for an energy group● Worked on Digital Transformation project to support ERP implementation, collected business requirements (functional and non-functional) to create product roadmap, assisted in UAT