Strategic Planning: Conduct market entry analysis and provide strategic recommendations. Responsible for business planning, licensing, and implementing acquisition and integration strategies.Strategy Implementation: Oversee post-merger integration plans and develop risk management and control policies. Conduct semi-annual reviews of firm operational performance. Led annual budgeting efforts focused on business growth, headcount, and cost control.

- Labelled initiatives, codes of conduct and other self-regulatory mechanisms for chinese TMT companies- Compiled the Hydrogen industry development strategy that the Beijing Municipal Government adopted. The system became the national standard for the China 2021-2025 five years plan.- Advised on industry innovation and talent development program by assessing the state of import substitution industrialization program across sectors such as semiconductors, renewables energy, manufactures, CAD software.- Examined social, economic and political impact of Russia-Ukraine war on China based on commodities price indicators, supply-chain links and trade flows data.

• Deal Analysis: Supported a £70m leverage buy-out deal in developing operation forecast, DCF models, preparing debt raising roadshow materials and pitch book, conducted feasibility plan after studying the cases investigating European debt financing deals from 2016-2019• Due Diligence: Executed sourcing and assessment of business plans for series A start-ups up to EUR 5m within the European TMT industry, provided scenario testing, valuation and prepared due diligence question list• Thematic Research: Conducted the research on US – China Trade War and Chinese onshore bond market, presented the result to the investment committee and the recommended 4 ETF correspondingly• Operation Enhancement: Shortened quarterly client’s portfolio reporting process via building spreadsheets with Morningstar terminal and Excel VBA

• Equity Research: Conducted equity research on A-shares companies in the industries of food & beverages, and real estate, wrote quarterly reports, and followed the implementation of company policies;• IR Support: Developed fundraising materials, prospectus and investor legal documentation for institutional and retail clients;

Led a team of six to design a marketing strategy for a Citi credit card package and won the first prize;Winner of Best Trainee for Outstanding Performance in Citibank Young Talent Program (top 5%).