Geng Xiao

Equity research: Authored dozens of equity and global-market reports across consumer, healthcare, and internet sectors, using AI to pre-screen information, structure analysis and draft recommendations, then independently verifying data and finalizing each investment thesis.

Valuation & financial analysis: Applied DCF, relative valuation, DuPont and Porter's Five Forces multi-scenario computation, then reviewed and adjusted assumptions to deliver defensible valuation ranges.

Fund operations: Built a VBA macro (AI-assisted coding) to auto-classify, sort and refresh 15+ fee categories across ~660 records for six OFC sub-funds, turning manual reconciliation into one-click summaries.

Equity Investment Department - Intern at Avalok Capital Limited (2026-06 – 2026-08)

• Equity research: Authored dozens of equity and global-market reports across consumer, healthcare, and internet sectors, using AI to pre-screen information, structure analysis and draft recommendations, then independently verifying data and finalizing each investment thesis.
• Valuation & financial analysis: Applied DCF, relative valuation, DuPont and Porter's Five Forces multi-scenario computation, then reviewed and adjusted assumptions to deliver defensible valuation ranges.
• Fund operations: Built a VBA macro (AI-assisted coding) to auto-classify, sort and refresh 15+ fee categories across ~660 records for six OFC sub-funds, turning manual reconciliation into one-click summaries.

Wealth Management Consultant at Prudential Hong Kong Limited (2025-10 – 2026-06)

• Product system development: Built a product allocation framework for mass-affluent/HNW clients; led configuration manuals for three participating savings plans and two retirement annuities, and co-launched a digital application tool with 20+ customizable parameters (premium period, dividend withdrawal) covering 80%+ of mainstream products.
• Pricing & online optimization: Applied A/B testing and customer-behavior data to raise matching accuracy by 22% and self-service completion to 65%; designed online 'Retirement Planning' and 'Children's Education Fund' modules and a recommendation model, boosting consultation conversion by 18%.

Investment Banking Department - Intern at Minsheng Securities Co., Ltd. (2025-06 – 2025-10)

• Equity underwriting support: Participated in two precision-materials manufacturing IPOs; drafted 100+ pages of prospectus and financial sections, and reviewed sponsor report issues (business, finance, shareholder information) to secure internal approval.
• Financial verification & interviews: Prepared working papers; conducted bank-transaction verification and purchase/payment and revenue cut-off control testing; handled bank/related-party confirmations with a maintained log; interviewed 20+ downstream distributors in English and drafted an IPO listing-board comparison report.

Sales and Trading Department - Intern at GF Securities Co., Ltd. (2024-06 – 2024-08)

• Strategic analysis: Assessed monthly operating performance of the wealth-management division across product type, market holdings, post-sales management, and platform collaboration; drafted five reports recommending stronger private-equity/asset-management offerings and research capabilities.
• Client coverage & technical analysis: Conducted desk research in precision medicine, smart manufacturing, and semiconductors; converted three HNW clients (~RMB 2M new assets); used technical indicators to optimize portfolios, avoiding two deteriorating stocks and outperforming the benchmark by 3.2%.

BSc in Finance and Fintech – Hong Kong Metropolitan University (2023-09 – 2027-06)