Facilitated the issuance process of municipal and district-level intellectual property securitizationproducts and supply chain finance securitization products. Responsible for preparing shelf filingdocuments, coordinating with securities firms, law firms, and other partners to ensure the progressof the issuance process.Participated in the evaluation of underlying enterprises for intellectual property securitization,conducted due diligence, prepared internal project reports, and engaged in business and financialanalysis. Contributed to the formulation of lending project plans and risk management strategies.Conducted weekly research visits to over three small and medium-sized enterprises as well as listedcompanies, gaining insights into their financing needs, and conducting feasibility analysis forfinancing projects.Collaborated with large state-owned banks' corporate business departments to expand businessactivities. Coordinated with regulatory authorities such as the Shenzhen municipal and district-levelsupervision bureaus, intellectual property bureaus, and credit bureaus, maintaining goodrelationships with regulatory agencies

Built a customer-specific graphical data model using PySpark on AWS SageMaker, using both financial and non-financial data. Performed in-depth social network analysis on the graphical data model using machine learning through the sales team's communication needs, providing insights into client behavior and market trends, which optimized the fund manager's asset allocation strategy and improved client relationship management.Responsible for documenting project archives and publishing results in quarterly presentations to firm leadership.

Participated in the refinancing business of a high-tech company and assisted in the completion of project initiation report by analyzing the feasibility and implementation process. Analyzed the company’s business model, financial status, and capital requirements, contributing to the completion of the due diligence report during the project implementation phase. Collaborated with Human Resources department of the company in conducting system testing of the salary evaluation system, enhancing their compensation structure, and optimizing its alignment with the company's strategic goals. Proficient in collecting financial data using financial terminal products like Bloomberg Terminal, Wind and conducted industry risk analysis for the high-tech company in the project initiation and implementation stages.

Participate-in Project: The Annual Audit of China Merchants Energy Shipping Co., Ltd.Assisted in completing the annual audits of several subordinate companies of this state-owned enterprise and the issuance of audit reports.Assisted in completing the support drafts about monetary capital, sales expenses, financial expenses, management expenses, and non-operating income.Performed cut-off tests and targeted tests on accounts receivable, accounts payable, and period expenses, and checked related vouchers.Assisted the project manager in reviewing the notes to the annual audit report and assisted the project team in issuing the annual audit report.