Waltham, Massachusetts, United States
I am a graduate student at Brandeis International Business School in MSBA/MA dual degree program. I am expected to graduate in Dec. 2024. Before coming to the US, I worked in EY Beijing Office for 3 years as a Senior Auditor. I have experience in pre-IPO and listed company auditing as well as experience in leading team onsite. Moving forward, I am seeking a career in the US focusing on Financial Analyst in a data-driven context. I believe that capital has its own power to direct the world into the right path. With my time off, I am a lead guitarist with a local band in Boston called Tag Yourself and a comedian in MIT Fuyun Comedy Club. These hobbies have given me plenty of experience in facing the public. Please feel free to contact me if interested.
• Worked as Teaching Assistant in FIN261 Fixed Income Securities, FIN270 Options and Derivatives, FIN212 Accounting and Financial Analysis, CHIN105 Intermediate Chinese, and BUS240 Information Visualization • Provided academic support to students, led weekly review session independently, and graded assignments to ensure understanding of complex financial concepts. • Collaborated with professors to develop course materials and assessments, fostering a dynamic learning environment. • Received positive feedback from students for clear explanations
• Allocated assets in investment portfolios using Kwanti & YCharts based on risk profiles • Researched US state policies on EV Corridors; valued a charging point project in South Florida • Assisted in developing risk profile questionnaire for new clients per Investment Advisers Act
• Led the sales revenue team for Cowell Health Limited’s pre-IPO audit, ensuring compliance with HKFRS revenue recognition standards and timely completion. • Managed lease contract review for over 10,000 drugstores, overseeing detailed procedures and ensuring on-budget completion. • Reviewed Biosino Inc’s Annual Reports and drafted the audit Summary Review Memorandum for Ernst & Young in Beijing, China.
• Conducted research on acceptability of new energy vehicles for Chinese automobile owners by directing interviews with car owners through phone calls and 4S store visits. • Interpreted textual answers collected from over 30,000 interviewees into quantitative modules for relevance analysis. • Analyzed data to provide insights on consumer preferences and trends in the motor vehicle industry.