● Assisted in preparing responses to RFPs (Request for Proposals) from local government bodies and state-owned entities, contributing to the successful acquisition of three new projects with a combined worth of ￥80M during the internship period.● Supported various analytical projects, performed SWOT and PESTEL analysis on high-value projects in emerging markets, leveraged financial data analytics to create valuation models that were later presented to the Vice President of Operations for strategic planning. ● Contributed to the development of an internal onboarding SOP focused on best practices in client relationship management, received highly positive feedback from senior management.

● Utilized Bloomberg Terminal for in-depth market research, gathered real-time data and historical performance metrics that were used for quarterly investment strategy review. ● Assisted senior analyst in applying Modern Portfolio Theory principles to conduct risk-return analyses, enabling the team to optimize asset allocation to cater different clients’ risk preferences. ● Received 20 hours of rigorous training on AML (Anti-Money Laundering) compliance policies in China, gained general understanding of industry regulations as well as proper work procedures.

● Assisted in preparing client presentations that explained complex financial products and investment vehicles, such as private equity and international hedge funds, improving client understanding and satisfaction. ● Supported senior financial planners in creating comprehensive financial plans for high-net-worth individuals in Shandong province, focusing on legal tax minimization strategies, estate planning, and asset allocation.● Leveraged financial planning software to model various scenarios for client portfolios, presented key findings to senior financial planners to support long-term wealth management strategies.