• Main coverage: Global Consumer Staples, Hotel and Food Service sector: looking for global investment opportunities that fit the investment framework and strategy, and conduct multi-dimensional in-depth research on the selected companies and write investment reports; - Covered stocks include: Sysco, USFD, Sodexo (Food Service); ABI, Heineken, Danone (F&B); BUD APAC, CR Beer (China Consumer)• Closely followed up on the companies and industries under coverage, regularly update model assumptions, target prices, company fundamentals, etc., and timely communicate investment views with portfolio manager;• Customer service: wrote monthly portfolio reports, and participated in monthly portfolio review meetings with clients, to regularly update information and views on covered industries and individual stocks in their holdings.

• Maintained relationship with ~15 existing overseas institutional clients (eg. one of the biggest asset management companies headquartered in the U.S., with AUM over $1 trillion) to drive revenue from trading clients and CSA from research clients;• Cooperated with in-house analysts to provide clients with research services and investment ideas, including corporate access, field trip, analyst roadshows, and also offered them timely market colour and sales opinions;• Cooperated with traders to pitch new clients, including product development around trading data, and timely market colour, and provided clients with other capital market services upon request, such as private placement and block trade opportunities.

Rotation #1 - Global Markets, IFD Sales Team (Interest Rate, FX and Derivatives) July 2019 – Nov 2019• Closely followed the market related to macro economy and forex, and communicate to customers in a timely manner; Per customer needs, write market analysis on key topics (such as trade war, Brexit); prepare currency books on major currency pairs;• Assisted sales team in the pricing of major IFD products, e.g. forward, swaps, CCS, currency options, and provide quotes regularly to clients; Pre-deal feasibility check including CVAR/RAROC simulation, etc;• Assisted China IFD team in preparing sales pitching book, marketing materials, and operational work related to client on-boarding (KYC documentation, account opening, etc.) Rotation #2 - Treasury Department Dec 2019 – Mar 2020• Assisted ALM team for daily monitoring of liquidity ratios, FTP update, ALM position update and other related tasks;• Conduct in-depth research on two projects: 1) Influence of US-China Trade war; 2) Internationalization of RMB, and delivered comprehensive slides used by the department head to present to APAC Treasury head; • Attended monthly PRICO meeting and quarterly ALCO meeting and write meeting memos for participants to review.Rotation #3 – CEO Office April 2020 – June 2020• Conducted in-depth research on bank strategy to assist high-level decision-making, and completed the projects such as: 1) Feasibility of establishing a wholly-owned securities firm; 2) Competitor analysis of global investment banks for Q1 2020;• Coordinated with various departments to assist in the internal management of the bank, such as regular updates of the bank’s internal policies, and present to the management; Preparation of reporting materials for regular meetings of the board of directors, etc.

Exane Vauban Fund(Long/Short Hedge Fund)• Perform financial modeling (mainly DCF and SOTP) for more than 100 companies in the portfolio; closely follow the companies to update and elaborate valuation models accordingly;• Industry research in industrial-related sectors (capital goods, automotive, etc), and write investment thesis for selected companies; Prepare call notes of related companies and attend regular meetings with sector analysts;• Thematic studies: conduct specific research for all the companies in portfolio based on market dynamics: established FX sensitivity model, analysed potential impact from US tax cuts, etc.

• Make preliminary screening of business plans, conduct research on target investments to provide foundation for decision-making process; Example: Lead Series B investment in an advanced health and hygiene company with powerful UV LED technology.• Develop in-depth research on semiconductor industry for newly-established M&A fund by market segments (memory, sensor, etc.) and build up database of company profiles• Involved in management activities in portfolio companies, review regularly their performance and provide advice during the process of their strategic development; Example: development of FX trading platform in, a Singapore-based stock market simulation and trading app