• Key project member for over CNY500mn investments of ZUIG, such as CNY60mn investment in eye healthcare company Zhen Shi Ming, USD5mn and USD2mn investment in AI-powered drug R&D companies XtalPi and Drug Farm, USD10mn investment in heart equipment company Shenqi Medical, USD 10mn investment in martech company Yoyi Digital, USD10mn investment in Southeast Asia E-commerce enabler Jet Commerce, CNY40mn investment in hotpot chain Shoo Loong Kan, CNY100mn investment in cosmetics chain store WoW… Show more • Key project member for over CNY500mn investments of ZUIG, such as CNY60mn investment in eye healthcare company Zhen Shi Ming, USD5mn and USD2mn investment in AI-powered drug R&D companies XtalPi and Drug Farm, USD10mn investment in heart equipment company Shenqi Medical, USD 10mn investment in martech company Yoyi Digital, USD10mn investment in Southeast Asia E-commerce enabler Jet Commerce, CNY40mn investment in hotpot chain Shoo Loong Kan, CNY100mn investment in cosmetics chain store WoW Colour, CNY30mn investment in PV module manufacturer Astro-Wheel, etc.• Perform deal execution duties, including target fundamental analysis, industry and competitors research, conducting expert call, on-site due diligence, valuation analysis, investment memos preparation and presentation, Share Purchase Agreement negotiation and fund raising• Play a key role in diversified healthcare investment projects, such as oncology big data, FFR, PDTX, IVD, hemostasis material, ultrasound equipment, etc.; actively source deals from personal network in VCs, Investment Banks, Financial Advisors, etc. and participate in conferences and summits to build relationships with start-up founders• Conduct portfolio management duties for 4 investees, review their performance regularly to identify KPI changes drivers, provide growth suggestions and assist them on BD; monitor exit timeline, connect investees with capital market and provide suggestions on IPO Show less

• Researched on TCM industry and prepared business analysis for three TCM companies (Yunnan Baiyao, China Resources Sanjiu, TongRenTang) independently • Completed the industry analysis part for pharmaceutical distribution initial coverage report

• Assisted in developing a quantamental equity screening dashboard which incorporated multiple data sources and factors• Established ESG integration guidelines across different asset classes, including equity, fixed income, private equity and real estate; created the fund’s first proxy voting guidelines• Searched and screened external managers for global equity ESG and microfinance pillars of the pension fund by preparing due diligence questionnaires and reviewing the responses

• Analysed on China consumer characteristics, consumption trends, macro-economy and policies• Assisted the CIO to spot investment opportunities by producing 33 weekly investment research reports based on research conducted on industries within consumer and tech sectors of China; research was focused on fields of education, healthcare, automobile and luxury e-commerce

• Led team of 6 to deliver a variety of business initiatives and mutual funds projects, such as 8 fund launches, 4 fund mergers and 7 subadvisor changes involving strategy changes from active to passive, by working with more than 50 global stakeholders and designing operating model; built strong relationship across HSBC teams and with vendors globally• Contributed to Request for Proposal preparation for vendor selections and provided suggestions on vendor selection after reviewing and… Show more • Led team of 6 to deliver a variety of business initiatives and mutual funds projects, such as 8 fund launches, 4 fund mergers and 7 subadvisor changes involving strategy changes from active to passive, by working with more than 50 global stakeholders and designing operating model; built strong relationship across HSBC teams and with vendors globally• Contributed to Request for Proposal preparation for vendor selections and provided suggestions on vendor selection after reviewing and analysing vendor responses and conducting onsite visits; reviewed and supplied comments for fund regulatory offering and marketing documents• Provided recommendation and assisted investment decision making by in-depth qualitative and quantitative analysis, such as financial analysis, gap analysis and industry and peer funds research; contributed to institutional clients due diligence processes and regulatory auditing• Awarded with the Top Performer and Behaviour Role Model for 2017 Show less