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.
- 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.
- 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.