Sydney, New South Wales, Australia
I am a dedicated finance and technology professional with advanced qualifications in Commerce and Business Administration from the University of Sydney and Torrens University. My career encompasses significant experience in investment banking, financial operations, and strategic leadership. At Guorong Securities, I played a pivotal role in IPO preparation, performing comprehensive valuation analyses and crafting market strategies. At Shanxi Jiawei New Materials, I led initiatives to optimize operational efficiency, enhance risk management, and align financial strategies with corporate objectives, earning recognition for exemplary performance. Proficient in C++ and Python, I leverage technical expertise and analytical acumen to develop innovative, data-driven solutions. My bilingual fluency in English and Mandarin allows me to navigate global markets and foster cross-cultural collaboration. Beyond my professional pursuits, I manage a personal stock portfolio and continuously seek intellectual growth through literature and strategic engagement with global market trends.
•Focused on early-stage investments in hard technology and advanced manufacturing sectors, including semiconductors, robotics and advanced materials. •Conducted systematic research on hard-tech sectors including semiconductor equipment, advanced packaging, robotics components and new energy materials. •Built a structured investment screening framework analyzing technology roadmaps, cost structures and industry chain positioning, sourced investment opportunities through founders, industry networks, venture funds and financial advisors •Built financial models including DCF, multi-scenario IRR and sensitivity analysis to evaluate investment return profiles. •Prepared investment memos and investment committee materials covering technology feasibility, market potential, valuation logic and exit strategies, structured key investment hypotheses and downside risk analysis to support decision-making. •Participated in fund design including investment stage, ticket size, portfolio allocation and capital deployment strategy.
Investment Role Responsibilities • Identify and engage potential investors, maintain investor relations, and organize fundraising roadshows and presentations. • Conduct industry and market research to identify investment opportunities. • Perform financial modeling, due diligence, and valuation analysis. • Structure and negotiate investment deals. • Develop investment strategies and make decisions on capital deployment.
Investment Analyst
-Participated in the IPO declaration project, interviewed 80 suppliers and customers and recorded, and analyzed 10 company potential growth rates and risks, which has helped me further develop my communication skills. -Performed valuation analyses using comparable company and precedent transaction multiples and DCF analysis. -Developed marketing presentations, industry reports, and due diligence documentation for the IPO team. -Analyzed 56 shareholders' bank statements to identify patterns, reducing risk by 15% during the IPO stage.
-Led financial forecasting and analysis for IPO preparation, coordinating with regulators and auditors, reducing critical document processing time by 50%. -Conducted chemical industry research covering market forecasting, trend analysis, and competitive assessment to inform strategic investment decisions and global expansion. -Implemented sodium derivative strategies, hedging 25% of risk exposure and improving financial stability.