Perfessional Experience

CHINA INTERNATIONAL CAPITAL CORPORATION, Shanghai, China

Investment Banking Intern (3 months)

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• Constructed 10-year DCF model for an instant delivery service company, estimated series of parameters based on industrial analysis and feedbacks from company’s managerial personnel

• Analyzed the valuation of an instant delivery service company in ways of comparable companies, comparable transactions, and drafted 8+ slides and QA book for investor communication

• Explored possible storylines and produced 15+ slides for pitchbooks and CIMs over different companies, covering competitive landscape, trends and investment highlights

• Formulated 200+ pages of due diligence report for the private offering of an A-share listed company, covering market trends and company operating status analysis

• Compiled a catalogue for the due diligence documents, collaborated with auditors and lawyers to produce all the working papers required and sorted out 400+ documents accordingly

CICC CAPITAL MANAGEMENT, Shanghai, China

Private Equity Intern (8 months)

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• Analyzed a hospital rear service provider, evaluated its growth potential and profitability, and formulated 30+ slides for the company analysis part of initial investment memorandum

• Explored the investment highlights of an fuel cell engine manufacturer based on KSF identification, supply chain assessment and profitability analysis and completed 10+ slides of the memo for the investment committee

• Modelled the statement of operations for 3 companies, estimated the key drivers based on conclusions of the due diligence and complied explanatory notes accordingly

• Tracked the operating status and investment ratings of 4+ invested companies and reported to the investment managers respectively

GUOTAI JUNAN SECURITY, Shanghai, China

Financial Advisory Intern (3 months)

• Prepared one-page teasers and marketing materials for 5+ companies

• Developed preliminary screening reports for 3+ companies on industrial landscape, business scopes, competitive advantages, financial performance and comparable companies analysis

DELOITTE TOUCHE TOHMATSU, Shanghai, China

Audit Intern (2 months)

• Arranged 120+ bank confirmations and prepared relevant audit papers accordingly

• Extracted 50+ relevant transaction detail information from the internal accounting system of the client and recorded necessary details such as PPE purchase and tax payments for substantive tests