• One of forty students admitted to a highly selective multi-year program tailored to careers in investment management• Acted as a junior analyst to provide recommendations for a $1.4 million equity portfolio by building three-statement models, writing equity reports, and using S&P CaplQ, Bloomberg Terminal, and Thomson Reuters Eikon Research

• Tracked industry-leading companies (KE Holdings Inc.) and wrote equity reports after the release of Hong Kong stock interim reports; Compiled meeting minutes from listed companies' research activities and performance call.• Collected and processed data from Wind, CapitalIQ, ifind, and other data sources; Updated monthly Chinese real estate market tracking databases from a supply-demand perspective, covering both primary and secondary housing markets across tiered cities. Wrote weekly and monthly reports, analyzing market dynamics from a fundamental perspective.• Based on income approach, built valuation models on Excel, and wrote research reports evaluating several REITs; Created slides for Roadshow targeting institutional investors.

• Worked as a senior analyst with a team of 6 researchers managing a $30k equity portfolio; Used bottom-up, value-driven strategies for U.S. small-cap firms.• Regularly conducted news tracking, research, financial statement analysis, model building, stock pitching, shadowing techniques from UIUC Investment Management Academy.• Pitched several stocks in SaaS and Regional Bank sectors, benchmarked against the Russell 2000 Index.

• Assisted in the entire underwriting process for two corporate bond issuance projects; prepared application materials, collected and produced a complete set of drafts; wrote due diligence reports and prospectuses.• Collected data from Wind, calculated financial ratios in Excel, and created charts for comparable analysis to supplement the application materials.• Prepared meetings minutes; Created slides for Roadshow.