Shanghai, China
l'm Jason, CFA. I am come from China, Master in Finance at Kedge Business School and Zagreb School of Economics and Management. Currently working for Soochow securities in Shanghai in China, responsible for PE institutional business department.
·Industry Research: Researched Croatian SaaS industry, collected data, and built a SaaS start-ups database. ·Due Diligence: Participated in Croatian startup investment opportunities, conducted due diligence, analyzed market size and competition, and prepared analytical reports; focused on computer science and AI industries. ·Fund Research: Studied Croatia’s VC funds’ investment philosophies and structures, authored analysis reports. Match the funds with start-ups
·Industry research: Research and analysis of macro policies, market environment and industry development, research on new energy, new materials, energy conservation and environmental protection and other new industries, to explore potential investment opportunities ·Information collection: According to the company's development strategy, collect and analyze relevant industry information, competitor information, and specific enterprise information ·Post-investment management: collection, sorting, storage and transfer of investment project archives, and completion of post-investment management and investment exit and other follow-up work
·Write Working Papers: Write the paper of the annual audit project of a listed company, ensure that the data are complete and accurate, and the trial calculation is balanced. Responsible for all subjects except the tax payable, and completed the annual review of more than 10 subsidiaries of the group. ·On-site inventory: Independently complete the inventory of fixed assets, inventory and investment real estate, and make audit adjustment for significant risk points of the enterprise. ·Proof task: Responding letter control tasks, including filling out the letter control form, checking the letter information.
·Due Diligence: Prepared project due diligence reports, encompassing company information, industry analysis, financial analysis, and listing segment analysis. ·Industry Analysis: Conducted comprehensive industry analysis based on diverse data sources, analyzing opportunities, risks, and future trends, and authored integrated reports. Write Working Papers: Produced working papers based on prospectuses, due diligence reports, and relevant public information. Refined papers according to quality control department feedback and completed draft verification response forms. ·Project Progression: Participated in project execution, IPO documents collected, organized, authored, and filed relevant information. ·Support Activities: Completed project inquiry forms and draft acceptance application forms, managed intermediary matters.