Overseeing the entire business cycle of our mutual fund and private equity product for retail banking. Oversaw product development, market analysis, sales, compliance, and post-sales support. Established the house view and product strategy.

Lead to source, design, develop and issue ABN/ABS securitization, structured corporate bond product.Source M&A Deals, and draft analysis, report, and term sheet.

Major investment field: Technology, TMT, B2B, Recycle battery supply chain, Semiconductor. From series pre-A to series C round funding. Directed 30 million RMB investment on battery recycling leading business.Industry research: Conducted diverse in-depth industries research, screening over 300 subjects annually.Due diligence: Executed compete assessment including management meeting, operation assessment, client investigation, vendor evaluation, business model review, manufacture capacity measurement.Analysis: Reported financial modeling, forecast investment return, scenario risk assessment.Investment finalize activities: Management presentation, Drafted investment agreement, coordinated 3rd party accounting and legal firm for legit information, experienced in valuation bargaining.Fundraising: Local province government, Israel and Taiwan local PE firms to seed new LP funding.

Strategy M&A: Directed short-term and long-term strategy for Group’s sectors integration, company size above 1 billion RMB. Management Assessment: Assessed Group’s subsidiary companies’ operations that align with short-term and long-term strategy. Evaluated management team KPI performance and prepared budget for acquisition.

Business Risk Advisory: Conducted investigation, due diligence and internal audit in global MNCs.IPO Internal Control Review and SOX Compliance Audit: Performed internal audits regarding internal risk management and general controls to identify control weaknesses and provide recommendations for risk mitigation.