London, England, United Kingdom
An initiative taking and highly motivated with a strong academic background in financial law and management and abundant professional experience in marketing and financial fields. Much intern in marketing and financial industries and with great achievement(Within one year, new market performance reach No.2 in China, Excellent performance in investment banking and private equity).
- Participated in the equity acquisition project of an air suspension system producer in UK, examined the client’s financial situation, and devised and presented appropriate strategies - Examined the financial standing of the client by assessing its tolerance for risk and researching its operation information and asset allocation; determined the growth prospect of the company based on the expected growth rate of the gross profit and return on total assets; identified the M&A searching criteria based on ROI/ROE requirements, and looked for potential target companies based on the search criteria - Assessed valuation analysis of each potential target based on its current operation, liquidity, leverage information, and potential synergies created; analyzed the reasons for abnormal data such as accounts receivable and inventory turnover rate, and summarized and report those abnormalities to the client company - Planning on performing further due diligence analysis by conducting a detailed examination and analysis of every aspect of the target company’s operations such as financial metrics, assets and liabilities, customers and human resources to further promote the acquisition
- Connected with the China Securities Investment Fund Industry Association and the Shanghai Interbank Fund Association for the Chengxing 3.4-billion Financial Fraud case, handled the fraud aftermath and collected evidence from the investors, and collected legal due diligence evidence during the time of fund establishment and submitted to the Shanghai Financial Court - Led the compliance and operation intern team to delegate tasks based on respective personal advantages, hosted regular meetings, and established project priority standards; integrated investor information and submitted to institutions such as China Merchants Securities and Huatai Fund, and completed the quarterly update and targeted information disclosure of 761 existing private equity funds that totaled 140 billion
- Calculated the turnover for the stocks in the business department, analyzed the potential risks using the multifactor model, and identified the nature of each risk and collaborated with the operation team to collect and integrate investor information, and classified the form, status, and ownership of each fund to ensure legitimacy and compliance