Lufax is a dual-listed company in HKEX and NYSE

Worked as an equity research analyst in IT software research (strong focus on FinTech and HealthTech)

Worked for Deutsche Bank as an equity research analyst, focusing on China property market, contract by Evalueserve. • Property database: Collected and analyzed operating data of China property developers on the weekly basis, direct communication and discussion with the head of Asia property department of the bank. • Research support: Supported and prepared sell-side reports on a regular basis, including initiation and results comment. Summarized findings and sourced data for validation. • Financial modelling: Prepared financial models under the department head's guidance for stocks to be initiated, maintained data regularly with the help of Bloomberg and other database.

Participated the ERP Program in a firm which is in publishing and media industry, assisted and learnt to draft the user manual of ERP system, and participated in training session to staff in the firm on the operation of ERP system.Periodically renewed the weekly report, collected and categorized questions in Mantis system, and delivered categorized questions to consultants; Communicated with key users in all subsidiaries, and delivered their needs to consultants for further communication.Participated the design of sheets which consolidate information related to the despatch, receive, and sales return; tested for functionality and stability of the sheets in ERP system.

As a team, audited a biotech company in Suzhou, collected and catalogued all financial documentation, such as receipts, invoices and contracts. During the audit, when documents were missing, communicated professionally with the in-house accountants to provide evidence for the discrepancy. Also, visited banks which provided financial services for the audit client, requested bank statements and performed bank reconciliation and checked for inconsistency

Assisted accounting manager with a variety of projects, such as processing invoices and balance sheets by using Kingdee software. Demonstrated excellent attention to detail by using Excel to perform accounts receivable aging on outstanding invoices.