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EDUCATIONAL BACKGROUND
The Johns Hopkins University, Carey Business School, Baltimore, United States Aug. 2015 - Aug. 2016Master of Finance¬ Major GPA: XX/4.0 Overall GPA: XX/4.0¬ Coursework: Corporate Finance, Advance Accounting Analysis, Investment, Derivatives, Fixed Asset,
Wealth Management University of York, York, United Kingdom Sept. 2009 – Jun. 2012B.S. in Economics and Finance¬ Major GPA: 3.3/4.0 Overall GPA: 3.2/4.0¬ Winner of National Scholarship (Awarded to top 1% students) ¬ Coursework: Macroeconomics, Microeconomics, Statistics, Capital Market, Financial Management,
Financial Derivatives
Trinity School, London, United Kingdom Sept. 2007 – Jun. 2006Economics, Physics, Mathematics, Advanced Mathematics, etc. ¬ Won the honor of Level A
Oxford and Cambridge Learning Institutions, New York, United States Jul. 2012 Finance Theory and Practical Training, Right & Finance Summer Program¬ Visited the financial landmarks such as Federal Reserve Bank, U.S. Securities and Exchange
Commission, etc. ¬ Communicated with the senior executives of famous enterprises as Moody’s Investors Services, FIL
Limited, Morgan Chase & Co. and so on¬ Obtained the Studies Certificate
PROFESSIONAL EXPERIENCES Everbright Financial Holding Asset Management Co., Ltd., Shenzhen May 2013 – PresentPost-Investment Manager¬ Took charge of five investment projects, promoted listing plans for three investee companies
successfully¬ Conducted research on the status quo of the industry development of the investee companies through
visiting the companies regularly ¬ Partook in investee companies’ shareholders meeting, provided them with value-added services and
helped them with listing¬ Made a management diagnosis report for Youngman Automobile Group Co., Ltd. to assist them in
improving management and organizational structure¬ Composed five post-investment reports concerning the industry of the investee companies¬ Implemented the due diligence on the two investment enterprises and set up profit forecast model
according to the invested enterprises' financial position and future development ¬ Wrote the investment proposal and risk report ¬ Attended the decision-making conference and delivered the due diligence report ¬ Participated in the company’s seminar regularly, and forecasted the industry development trend in the
future ¬ Carried forward three invested companies’ listing successfully and won praises from both leaders and
colleagues
Hong Kong Prudence Investment Management Company Sept. 2012 – Jan. 2013Consultant, Fixed Income Department¬ Investigated an ongoing M&A deal, collected background materials and financial data of the project
company¬ Participated in a tour for listing held by SANY and Hanking Group
¬ Joined the research team and completed a M&A deal worthy of three hundred million RMB
Morgan Stanley Chinese Branch May 2011-Aug.2011Intern¬ Learned the basic working procedures (including project check and approval, loan and review) and
internal working system¬ Selected the macro-economy important news with Bloomberg, gathered deposit rate, SHIBOR, LIBOR,
settled the data into statements and conducted the analysis¬ Assisted the internal staff in handling banking activities, managing and enhancing relationship with
valued customers and customer groups¬ Assisted the internal staff in evaluating and understanding the risk associated with Institution Financial
Services transactions, products and borrowers¬ Received the acknowledgement from the leader
Huatai United Securities, Shenzhen Jul. 2009 – Sept. 2009Summer Intern¬ Guided the customers to open and manage stock accounts successively, cooperated with several
analysts to provide operational suggestions to the customers, and fulfilled average 5% appreciation for their stocks
¬ Answered consulting calls, gave advice on stock market operation and trend analysis¬ Acquired Excellent Intern Award
ACADEMIC ACTIVITIESInvestment Forum at Wharton School - Beijing Summit Jun. 2014¬ Attended the summit and listened to lectures by specialists, such as “The Influence of Science and
Technology Development on Higher Education” made by Karl Ulrich (the president of Wharton Engineering Innovation School) and Yu Minghong (CEO of New Oriental); Michael Useem’s “The Cultivation of Leader Temperament” as well as “The Development Perspective of the Logistics Market in China” made by Zhang Ruimin (the president of Haier Group)
¬
Investment Lecture in Asia Investment Conference Mar. 2013¬ Attended the conference sponsored by Swiss Bank Corporation and listened to the lectures, such as
“European Debt Crisis” by Jean-Claude-Trichet (the previous president of European Central Bank), “China Urbanization Development” by Research Team of SBC”, “The Real Estate Market in Hong Kong” by Leung Chun-ying, etc.
¬
EXTRACURRICULAR ACTIVITIES ¬ Member of China's National Youth Golf Team 2005 – 2008¬ Third Place in Beijing China's Youth Golf Championship Oct. 2005¬ Third Place in Mount Huangshan China's Youth Golf Championship Jul. 2005¬ Third Place in Nine Dragons "Rising Star" Golf Tournament, Shenzhen Jan. 2004
SKILLS & INTERESTS ¬ Language Skills: IELTS 7.0 (Listening 8.5, Speaking 7.5)¬ Proficient in C/C++, MS Office Suite ¬ Adept in Golf, Swimming, Tennis