2023年，办理移民和等待绿卡，考取了cfa 一级和二级。 2024年， 4月-7月，Humanity Corp做financial analyst。具体包括对美国公立医院的财务表现进行评估，挑选各医院需要提升的财务指标，制作相关报告ppt，并对创始人进行汇报。

Conducted in-depth equity research on Facebook, Pinterest, Snapchat, and Twitter within the TMT sector
• Synthesized diverse sources of information, including research reports, online articles, company reports and
presentations to comprehensively evaluate investment opportunities and risks
• Provided well-informed recommendations to portfolio managers, contributing to the fund's success

Investment Banking Associate Mar 2021-Mar 2022
Performed due diligence on over 20 pre-IPO companies. Pinpointed concerns and red flags within prospectuses and investor presentations. Performed on site visits and management interviews on 8 companies. Covered industries include automotives, consumer goods, TMT, fintech, and more
• Worked closely with teams in New York and lawyers. Completed 5 US IPOs (ISPR, BON, NVTS, NA, FHS)
• Constructed DCF models for both pre-IPO and IPO companies. Prepared IPO pricing documents. Proposed refinements to the IPO prospectuses and presentations

Equity Research Associate Apr 2020-Mar 2021
Drafted equity research reports together with lead writing analyst located in New York, with primary focus on electric vehicles sector. Coverages include Li, XPEV, NIO, TSLA, BIDU, BABA, etc. Reports were distributed to institutional investors via Tiger’s subsidiary US Tiger Securities
• Built and timely updated DCF models for covered companies. Provided forecast and rating advices to lead analyst though fundamental equity research analysis. All forecasts were included in the Bloomberg’s consensus
• Participated in the 1-to-1 phone calls with CFO or IR of covered companies on quarterly basis
• Connected with industry experts through personal connection, and interviewed them regularly to gain insights
• Prepared pre-deal investor education presentations for underwriting companies, including LI and ISPR

SEC Reporting Analyst Aug 2018-Apr 2020
• Drafted IPO prospectuses, annual reports, and quarterly reports under US GAAP, specialized in writing financial footnotes and management discussion and analysis section
• Dealt with sophisticated accounting matters, including derivatives, capital requirements, transfer pricing, M&A, client assets. Resolved discrepancies with auditors and systematically improved the quality of work
• Generated monthly organizational financial reports detailing the performance metrics of each revenue segment
• Interacted regularly with finance teams in United States, New Zealand, and Singapore and external auditors

Audited 7 companies, including 3 TMT companies and one clean tech company in the Bay Area
• Completed 4 annual audits in a row in 4 months, meticulously detailing accounts including payroll, accrued liabilities, share-based compensations, account receivables, fixed assets, account payables, and more
• One of the two international students admitted to the EY San Francisco audit department in Fall 2016
• Received the last round feedback rating higher than peer average based on three teams’ inputs