Analyzed the conditions of counterparties and projects and prepared the FSR based on financial reports and due diligence reportsInvolved in whole process of trust projects: prepared In Advance Reports and TA Elements Reports, amended the first draft of contracts, sort out contract documents, assisted in loan establishment, input loan information to the Reporting System of the Central Bank, sort out archives, and prepared the risk management reportsAttended the teleconferences with financiers and investors, took notes for the meetings, coordinated the meeting memos after meetingsPrepared PPTs for projects reporting based on the Credit Rating Reports and the FSR

Assisted manager to make lending transactions unit bid and tender PPT (the bidding company was China Life Asset Mgmt. Company Limited) Used the Wind Database to make the weekly summary of investor survey (or information research institutions such as brokerage companies)Updated the roadshow information table and customer contacts in real timeAttended the researcher roadshow and salon, took notes for the meetings, coordinated the meeting memos after meetingsMade calls to invite Fund Managers and Researchers from the Assets Management Company to attend securities research BBS and salons

Involved in the Genius Plan (to provide college students with funds in the form of venture capital)Assisted in designing plan implementation process and due diligence template and framework, performed due diligence of 80+ candidatesDrafted notes and examples for ROI-related terms in the investment agreement, used financial ratios reporting tool, performed complex calculations regarding NPV, ROI, IRR and break-even analysisResearched online loan approval methods and risk control using big data in internet bank - WeBank

Involved in tax consulting services for global employers, was responsible for the preparation and review of tax computations and tax returns for foreign employees in VIP clients’ companies

Assisted in credit rating analysis and recommendation, maintained Excel based financial modelsAssisted in in-depth credit research and proposal to address the related risk issues