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Skills

Certifications: CFA CharterholderLanguages: Native Cantonese, Fluent English, Business MandarinTechnical Skills: Bloomberg Terminal, Capital IQ, Excel VBA, Python (Pandas, NumPy)

Experience

Investment Banking Associate

2021 - Present

Global Finance Group, Hong Kong

  • Participated in multiple IPO and M&A projects for Hong Kong and Asia-Pacific enterprises, with total transaction value exceeding USD 1.5 billion.
  • Responsible for constructing complex financial models (including DCF, LBO, and comparable company analysis) for corporate valuation, and drafting detailed investment memorandums and pitch materials for clients.
  • Coordinated internal legal and compliance teams with external accounting firms to ensure all transactions and prospectus disclosure strictly adhere to relevant listing rules of the Hong Kong Securities and Futures Commission (SFC) and Hong Kong Exchanges and Clearing (HKEX).
  • Mentored and led 2 analysts to complete industry research and daily data processing, enhancing overall team execution efficiency.

Financial Analyst

2018 - 2021

APAC Investment Partners, Hong Kong

  • Conducted in-depth market research and competitive analysis for the TMT (Technology, Media, and Telecommunications) and consumer sectors, providing data support and investment recommendations for fund managers' asset allocation.
  • Continuously monitored and analyzed quarterly financial reports and earnings calls of over 20 listed companies, promptly updating internal valuation models and adjusting portfolio strategies.
  • Assisted in establishing automated data scraping tools, reducing the collection time for core macroeconomic indicators by 40%.

Education

Bachelor of Business Administration in Finance

The University of Hong Kong (HKU)

2018

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