Equity Investment Analysis Intern
• 24 Early projects screenings: Conducted preliminary industries research in Technology and Education, including aero-engines, digital universe and vocational education. Specifically aimed at current industry landscapes, domestic and global competitors’ business model and evaluated the project’s core technology and personnel; Presented parts of the research to partners. • In depth SaaS company research: Accompanied teams on a in field trip to a SaaS company in Fujian, China. Kept meeting minutes and consolidated the raw financial data. Revised the project company’s business plan : compared with the comparable companies both in China and America, discovered the project company’s unique growth points in client groups and delivery methods, evaluated company’s valuation using DCF models. • Macro policies research: Targeting policies on ESG governance, SPAC and Beijing Stock Exchange, delivered weekly presentations to partners. • Portfolio Management: Prepared shareholders exit meetings materials, collated lawsuits documents, cleaned the projects raw performance data, and kept following the industry trends.