Leon Lee Email & Phone Number

Hong Kong Sar

Credit Analyst for General Corporate Team

Shenzhen, Guangdong, China

• Participated in several major researches assigned by Shenzhen Municipal CPPCC such as the Report of Promoting the Development of Private Economy in Shenzhen and the Proposal of Accelerating Financial Opening-up in Shenzhen, etc.• Composed monthly, quarterly and annual regional economy analysis reports assigned by government departments such as Bao’an and Longhua District Bureaus. Responsible for Conducting surveys, communicating with counterparts and presenting research outcomes. • Gained the honor of Annual Excellent Employee in 2019 as my works had been approved by my clients and leaders.

Shenzhen, Guangdong, China

Job Description：• Conducted researches on Pharmaceuticals, Biotechnology & Life Science industry, mainly covering sectors such as innovative drugs, healthcare services, etc. Collected and assorted relative data and information, established industry data libraries, wrote industry reports. Gained a good knowledge and understanding on the industry and sectors.• Analyzed key stocks through fundamental analysis, financial modeling & estimation and valuation, composed 8 in-depth reports on analyzed stocks and made PPTs, demonstrated research outcome to investment department regularly.• Participated in due diligence of listed companies, management & investors meetings, followed up company announcements and news regularly and wrote relative reports. • Commented on macro-economy and market dynamics, provided investment guidance weekly.

Shenzhen, Guangdong, China

Job Description：• Kept in touch with financial institutional investors and high-net-worth clients, understood their asset allocation needs and provided asset investment plans. • Assisted to organized 2 institutional investment strategy meetings, 7 high-net-worth client meetings, arranged several fund managers’ roadshows.• Took charge of fund account opening, fund purchase and fund redemption of institutional and individual investors and other jobs such as client liaisons and complaints. Overall job performance ranked 2nd among new employees (2/20).

Guangzhou, Guangdong, China

Job Description:• Collected and assorted consumer market data, supervised authenticity and normalization of data, took charge of the preparation of weekly work report meeting, enhanced my data sensitivity and down-to-earth attitude.• Followed up process of data acquisition including market data from 5 large firms such as Intel, CMCC, China Construction Bank, etc. Co-ordinated and communicated with 38 project managers across the nation, assisted to plan and monitor the process of projects. Task completion rate reached up to 95%.