Highlights:

Skills:

Business Consultant 10/2021 - 01/2022
Firmus Financial Services, New York City, NY United States
Industry: Financial Services
• Evaluated client transaction records and general ledger to assess the cost of the client’s payment service • Developed strategic partnerships and relationships with prospective clients focused on B2B vertical market development • Employed data analytics to extract key patterns from historical data and drive strategic advisories for prospective clients
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Capital Market Analyst Intern 06/2020 - 08/2020
HuaJin Securities Co., Ltd, Shanghai, China
Industry: Financial
• Performed market research and conducted quantitative analyses on data and price movements; provided analytical commentaries to investors • Monitored credit quality of the corporate bond issuers to gather information for the assessment of credit risk • Prepared credit estimate analyses to identify key risk components in securities transactions and make recommendations on risk-hedging strategies
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Private Equity Analyst Intern 06/2019 - 08/2019
Cowin Asset Management Co., Ltd, Shanghai, China
Industry: Financial
• Performed comprehensive financial analysis on key financial statements; built valuation and forecasting models to assess the NPV and IRR and support investment decisions • Conducted deep due diligence with senior analysts to gain an understanding of the key risk factors in private companies • Participated in investment meetings held by public securities companies to follow market developments and relevant news events; developed memos to communicate findings
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Boston University 09/2017 - 05/2021
Boston, MA, United States
Degree: Bachelor's Degree
Major:Business Administration and Management; Finance
• Extracurricular Activities: Taiwanese Overseas Student Association • Dean’s List: Spring 2020, Fall 2020, Spring 2021 • Relevant Courses: Quantitative Analytics, International Financial Management, Investment Analysis

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