Highlights:

Skills:Excel, PS, XD, AI, Python, SQL

M&A Deals Associate 10/2020 - 02/2022
PricewaterhouseCoopers (PwC), Beijing, China China
Industry: M&A Deals Consulting
Collaborated with client’s corporate development team, stakeholders, CEO and CFO throughout all phases of an M&A transaction advisory and execution; delivered an evaluation of the target's risk identification and management processes
• Initialed financial and operational due diligence on seven M&A projects involving target companies across software, aesthetic medicine, and healthcare services industries, totaling over ?50.0MM deal size • Drove end-to-end process flow in collaboration with SoYoung, a Nasdaq-listed O2O platform for cosmetic surgery services; directed assessment of target company’s balance sheet, litigation liability, and debt/equity financings • $7.0B online fresh food aggregator platform IPO: Conducted interim and annual audit review and created 150+ pages financial statement analysis; examined historical financial data and initiated quantitative financial forecasts in the prospectus • Developed multiple executive presentations on market and financial characteristics, competition advantages, and risk control measures, and presented key findings to senior management for decision making purposes--
Market Researcher 02/2020 - 07/2020
The City Council, chapel hill, NC United States
Industry: Government
• Led a team of five to run data analysis on website trafficking and reconstructed user interfaces for the official company website, resulting in a tripling of website subscriptions; UV of website was improved by 200% • Spearheaded business development strategies and created a compelling 90-second-long promotional video for the front page
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Private Banking Client Associate 08/2019 - 11/2019
UBS Financial Services, San Francisco, CA United States
Industry: Private Banking
Assisted in managing and monitoring over five investment portfolios, each with investible financial assets over $10.0MM; presented portfolio analyses to potential prospective clients, successfully added nearly $20.0MM in assets under management
• Customized financing plan for a $6.0MM home refinancing project with financial advisor and mortgage specialist, taking into account interest deductions and tax implications; optimized firm’s liquidity to ensure adequate funding • Advised over ten ultra-high-net-worth clients on financial products and services related to real estate, private equity, mortgages, and other types of investments while managing relationships within the private banking division • Optimized asset allocation and portfolio diversification guidance through services such as investment planning, account management, product diversification, portfolio construction, and asset protection • Presented asset allocation adjustment, portfolio rebalance, investment management and risk-tolerance assessment services to clients; performed monitoring and reporting on market value on a weekly basis--

University of North Carolina at Chapel Hill 09/2017 - 05/2019
Chapel Hill, North Carolina, United States
Degree: Bachelor's Degree
Major:Bachelor of Arts in Economics; Bachelor of Arts in Media and Journalism
Honor Scholarship • Duke-UNC Leadership Summit: recognized by NYT as the most impactful IR student-run organization in the Southern U.S.

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