London, England, United Kingdom
Former Private Equity Intern at KKR, I support both pre- and post-investment work, from building LBO models and conducting expert interviews to driving value-creation initiatives in portfolio companies. My focus lies at the intersection of valuation, operational strategy, and cross-border investment. I am pursuing a BSc in Accounting & Finance at King’s College London, with an exchange in Economics & Finance at the University of Hong Kong, which has strengthened my global perspective and analytical rigor. Fluent in Mandarin, English, Cantonese, and Shanghainese, I excel at cross-cultural communication, stakeholder coordination, and collaborative problem-solving. Beyond private equity, I have a 4-year track record in wealth management, achieving an annualized return of 7%, reflecting my passion for financial markets and disciplined investment.
KKR PE • Consolidated Q1, Q2, and H1 performance of 3 portfolio companies (revenue, gross margin, EBITDA, net income, etc.) for quarterly LP updates . • Prepared investment decks and diligence questionnaires; independently conducted 3+ expert interviews with top CTOs in the lighting industry, delivering insights on supply chain integration and “lighthouse factory” concepts to guide EBITDA improvement. • Built a 400+ line, full 3-statement LBO model for a low-growth lighting company (assumptions: revenue & profit decline, term-loan only structure), performed valuation and sensitivity analyses to support deal assessment. KKR Capstone • Developed 15+ RPA bots covering 100% of customized factory orders, reducing average order cycle by 3 days and improving cash conversion. • Proposed and piloted a “unique code per item” traceability project to curb channel conflict, projected to increase net profit by ~USD 350k. • Presented growth strategy to Greater China Principal, identifying e-commerce, hospitality, and hardware channels as key revenue drivers with an execution roadmap.
• Attended 10+ industry-specific conferences covering segments within the aviation, agriculture, and e-commerce sectors. Identified and evaluated 25+ potential IPO or acquisition targets using Wind terminal. Compiled meeting minutes and analysed potential business growth directions for IB. • Assisted a travel company in Guangdong with preparations for BSE IPO listing, spending 300+ hours onsite. Collaborated with the manager to organise bank transaction records, related party income records. Selected relevant interviewees and assisted in drafting interview outlines. • Conducted in-depth analysis of financial data for a regional hotel client and developed a comprehensive capital operation plan. Analysed macroeconomic environment, comparable company valuations across different exchanges, and liquidity to provide multiple strategic options.
• Enhanced skills in Know Your Client (KYC) Verification, Anti-Money Laundering (AML), and Enhanced Due Diligence (EDD) to mitigate internal and external risks impacting the PnL. Dedicated 30+ hours and attended 2+ meetings, achieving perfect scores in all training. • Assisted managers in identifying key operational risks in daily business operations to protect the bank’s reputation. Reviewed internal quality control procedures to ensure compliance with local authority requirements and the legal framework.
• Prepared SPAC proposal materials for a consumer client, presenting advantages and explaining Nasdaq GSM, GM, and CM listing standards. Highlighted the benefits of U.S. listings and the differences between mainland China and Hong Kong, ultimately securing the client’s mandate. • Assisted in preparing SPAC SEC filings for a merger with a Guangdong enterprise. Researched Delaware state laws to support SEC inquiries, including drafting the Assignment and Assumption Agreement, Promissory Note, and related corporate governance and internal control policies.
• Macroeconomic/Regulatory Analysis: Assisted the project team in gathering data on a state-owned port machinery group and the wider industry, including, but not limited to, domestic macroeconomic indicators and the equity capital market landscape. • Equity Financing Analysis: Leveraged Qichacha website for a detailed examination of the company's equity structure and utilized the Wind terminal to compile financial valuation data (PB, PE, ROE) of industry counterparts. This comprehensive analysis covered the company's profitability, financial leverage stress, and debt repayment capacity, leading to an insightful assessment of the company's equity financing needs. • Team Collaboration: Engaged with the team to understand the Shanghai Stock Exchange's regulatory requirements for equity refinancing tools, their advantages and limitations, and their implications for corporate financial health, identifying private placements as the optimal refinancing strategy.