● Responsible for MBS Fund operation including account opening and dividend allocation, coordinated with different parties (partner company and agency) for the roadshow● Supported senior fund manager on the management of equity portfolio – Yue Tung Meridian Equity Portfolio, focusing on HK/China market with a long/short strategy● Conducted market and sector research (policy update, potential catalyst, valuation), formed investment views and provided suggestions for equity portfolio●… Show more ● Responsible for MBS Fund operation including account opening and dividend allocation, coordinated with different parties (partner company and agency) for the roadshow● Supported senior fund manager on the management of equity portfolio – Yue Tung Meridian Equity Portfolio, focusing on HK/China market with a long/short strategy● Conducted market and sector research (policy update, potential catalyst, valuation), formed investment views and provided suggestions for equity portfolio● Monitored market dynamics, conducted fundamental research of mainland enterprises listed on HKEX, covering sectors of TMT, consumption, and energy● Conducted trade executions for discretionary accounts via Interactive Brokers Trader Workstation, liaised with compliance and risk management team for pre-trade approvals, allocated trades, ensured timely execution by brokers● Handled queries from clients, prepared quarterly reports with portfolio performance for clients, prepared daily risk reports for clients and report to the risk manager● Provided supporting research to financing projects, engaged in the launch of Cayman Fund ● Created marketing materials and arranged roadshow, drafted monthly research reports with senior manager and responsible for the circulation Show less

● Participated in the financial due diligence of client companies through investigating the situation of finance and operation, including analyzing the capital structure and the profitability of the business● Conducted industry research by analyzing the development of market size and the prospects of the industry, including comparing the advantages and barriers of the industry● Drafted four project proposals, including logistics, software and lithium battery firms● Participated in… Show more ● Participated in the financial due diligence of client companies through investigating the situation of finance and operation, including analyzing the capital structure and the profitability of the business● Conducted industry research by analyzing the development of market size and the prospects of the industry, including comparing the advantages and barriers of the industry● Drafted four project proposals, including logistics, software and lithium battery firms● Participated in writing the finance chapter of the book Case and Materials on NEEQ Show less