• Created technology transformation solutions for clients’ companies to improve the company’s projected financial goal by 140% through conducting ad-hoc research analysis on portfolio company performance, competitive dynamics, and industry trends• Performed financial and statistical analyses on individual companies and built stock portfolio by utilizing DCF model and other valuation models

• Created data-driven optimization recommendations based on the assessment of real-time performance analytical insights and accomplished 64% YoY increase in digital performance ROI in the 2021 summer sale • Analyzed advertisement performance data, extracted insights regarding consumer preference, developed weekly reports and tailored optimization suggestions for management review• Liaised and negotiated with internal and external partners on establishing marketing priorities to achieve KPIs

• Spearheaded the Ascend Mentorship Program to help 40 students to explore potential professional path with the support from upperclassman and alumni• Strategized weekly meetings to help club members gaining business professional skills and initiated Anti-Asian Hate helping group • Enhanced professional skills of leadership, persuasive communication, and networking skills

• Assisted in conducting industry research to screen investment opportunities in real estate and manufacturing sectors• Participated in financial due diligence by analyzing and interpreting financial statements and used python to construct financial models for existing portfolios and potential investments • Supported senior managers in all aspects of the private equity investment process, participated in pitching, performance monitoring, value creation analysis and other post-investment management activities

• Outlined research on the development of the internet finance industry in China and proposed financial technology regulation policy proposals based on research results; provided suggestions for improving existing products• Assisted senior associates with three ongoing projects by drafting financial analysis, helping with industry research, and arranging meetings with clients and writing meeting summaries