Phalanx Analysis Group, San Francisco, CA
Risk Management Intern Aug 2022 – Sept 2022
- Collected and processed client data and documents, verifying for accuracy and compliance with relevant regulations
- Identified risks and applied quantitative models for risk assessment and loss control estimation
- Participated in the daily activities at the assigned client business and facilitated research and solution implementation
- Reviewed client business needs and customized performance reporting dashboards for client projects
CITIC Securities, Guangzhou, China
Investment Banking Intern Jun 2021 - Aug 2021
- Connected with clients to collect and standardize financial documents per regulatory compliance for IPO projects
- Led a team of three to create a proposal for the restructuring and listing of small and medium-sized companies
- Performed explorative analysis and data visualization to identify client needs and bottlenecks
- Helped build quantitative models to evaluate and forecast company values and illustrate IPO feasibility
- Performed industry research and developed benchmarks to analyze detailed corporate and financial information
New Oriental Education, Guangzhou, China
English tutor Part-time July 202 - Aug 2021
- Teaching students to learn English.
- Communicate with students’ parents to help students learn English better.
