开展与并购、IPO 和私募股权等有关的研究分析，整合公司金融数据，负责大中华区数据库的更新。 交易报告:通过筛选公共资源和可信的私人来源获取公司金融信息，对企业的并购交易进行分析，并出具总结报告。数据库更新:完成内部数据库的更新，确保交易核心内容和相关数据披露的及时性、准确性和全面性。交易分析:研究、分析大中华区和澳洲市场的企业融资和投资交易(IPO、PE/VC、M&A 等)，以及企业的其他金融交易，为客户投资或处置资产决策提供专业数据支持。市场报告:向直属上级展示中国市场情况宏观分析。• Compiled core corporate finance data and kept the database updated by sifting public sources and reliable private information, ensuring the timeliness and accuracy as required by clients.• Provided professional analysis of corporate finance transactions(including IPO, PE/VC, M&A, etc.), assisting clients to make reasonable investment or disposal decisions.• Presented the Macro Analysis for Chinese M&A market situations to directors.

执行内部控制测试，审核交易流程的完整性，并确保交易完整合规。就审计业务与客户沟通，维护公司与客户的 良好关系。• Performed tests of internal controls, test of details through alternative procedures, ensuring the completeness of balances as well as the existence of transactions.• Liaised with clients independently on the audit engagement, maintaining sound relationship with clients.

开展市场调查、客户挖掘和营销活动的策划。起草新闻稿和相关正式公告，维护媒体关系。协调安排新加坡管理大学和思睿集团的对话活动。• Conducted market research, client prospecting and marketing activities’ planning.• Drafted press release and related announcements, and supported media relationship management.• Coordinated management duties for the SMU-Stratagem Group Sino-Singapore Dialogue.