I am in charge of sales channels in my current company, which has 45 employees.I also built a ranking system ranks institutional investors exclusively, including APAC and North American region.With the SOP and the ranking system I built, InvesTarget achieved 39 projects in the year 2023. 14 projects were completed by me and my team along.InvesTarget is ranked top 10 to top 3 in the industry within 3 years.

• Take a role in more than 20 projects, involving consumer electronics, product operation, high-end manufacturing, fine chemical, IOT, IIOT and NIPT industries• Preparing the deal documents for each project, including industry research report, investment report, business plan, company overview, and revenue composition, etc.• Tracking the stage of the projects, assisting negotiation, and facilitating project transactions• Responsible for maintaining investor relationships and networking with the potential investors• Making appropriate recommendation for VC/PE clients

• Conducting researches on high-end manufacturing, IOT, healthcare, and consumption industry for investment purposes• Deal sourcing, finding the needs of the potential companies and establishing a cooperative relationship with the senior management of the companies• Tracking the completed deals, maintain corporate relationships and tracking their financial needs

• Responsible for the cooperate event in the fund including securities; For example, IPO, right offering, dividend, etc.• Making sure the client instructions are in line with the fund documents• Coordinating all the payments and money order documents• Dealing with trade booking issues in the systems, monitoring trade status• Making sure all trades and transaction are booked in the system in a timely manner• Support upstream team when spot issue, making sure the brokers’ statements and information provided by the fund companies are correctly reflected in the system• Process trades for subscription, redemption, transfer and financial statement to investors • Checking NAV and updating the price to the Bloomberg and HK exchange• Responsible for the following valuation 1. Mirea Asset Horizons Hang Seng China Enterprises Index Daily -1x Inverse and 2x Leverage Product2. Mirea Asset Horizons Hang Seng Index Daily -1x Inverse and 2x Leverage Product3. ChinaAMC Direxion NASDAQ 100 -1x Inverse and 2x Leverage Product4. PingAn Dividend Equity Fund 5. ChinaAMC, HKAMCR, Fund of fund; weekly. 6. Nikko H0NI72 Asian Fund