Shanghai, China
I am currently employed at HNA Group, specializing in portfolio management. During my tenure, I have been involved in several key projects including debt restructuring, subsidiary divestitures, and monitoring REIT investments.
• Screened and evaluated 20+ early- to mid-stage technology investment opportunities; prepared company- and sector-level investment memos articulating core investment theses and valuation analyses using DCF and comparable company methods. • Conducted systematic pre-investment industry research and target mapping across sectors including robotics, semiconductors, AI, etc. Independently authored 2 in-depth industry reports, with investment strategies, industry outlooks, and target company shortlists. • Supported follow-on financing for portfolio companies, with aggregate capital raised over RMB 100 million. Independently prepared fundraising materials including pitch decks, financial models, due diligence summaries, and investment memos. Conducted 30+ roadshows, advanced 10+ investors into due diligence, and coordinated with legal and finance teams to support execution and closing of investment agreements. • Led engagement with 20+ potential clients; participated in multiple rounds of commercial negotiations and optimization of key contractual terms, facilitating over RMB 10 million in commercial contracts and materially improving portfolio companies’ revenue growth.
• Participated in the company's debt restructuring process by independently completing due diligence on subsidiaries’ debt which played a pivotal role in facilitating board decision-making • Providing integral support to the Portfolio Management team through data collection, financial modeling and industry analysis • Coordinate all communication with project team including other professionals, owner, bank, agency representatives, etc.
• Conducted in-depth equity research on more than five companies by leveraging financial modeling and extensive analysis of publicly available information to support the development of trading strategies • Managed assets totaling millions of dollars and invested primarily in stocks, options, and a small number of bonds. Collaborated with other team members to analyze and evaluate investment options and make informed decisions based on monitoring market trends and executed trades in a timely and efficient manner to optimize returns. • Participated in derivative trading, primarily focused on options trading by utilizing a converged call strategy to generate returns and mitigate risk in our investment portfolios.
Finance Leasing in the healthcare industry •Participated in new project development, negotiate with potential clients, and conduct research on clients •Inspected client’s payment and propose new bill plan based on agreed interests rate using Excel •Conducted background checks, and risk assessments and review individual applicants