Strategic Financial Analyst Intern at YABEI INC. (2024-09 – 2025-12)
- Produced daily FX and macro updates on U.S.–China trade developments, extracting key policy catalysts from evolving negotiations and translating them into actionable signals for currency market, short-term moves, and cross-asset sentiment.
- Analyzed RMB price action under shifting Fed rate expectations and policy constraints, identifying limited directional upside and elevated volatility, and proposed FX hedging strategies (forwards, options) to manage currency risk.
- Built an FX risk framework to translate USD/CNY movements into PnL outcomes, using scenario analysis and Monte Carlo VaR to quantify downside risk, and assessing how currency shocks drive cost volatility and inform pricing and hedging decisions.
- Consolidated and analyzed financial data to assess capital structure, liquidity, and debt sustainability, identifying key risk factors; built Power BI dashboards to enhance visibility into performance and risk exposures, streamlining reviews by 40%.
Analyst Intern, Strategy Research Group at GUOTAI JUNAN FUTURES CO., LTD. (2023-06 – 2023-08)
- Analyzed China's macro slowdown by identifying deviations in key data and policy signals, highlighting a sharp contraction in exports (–14.5% YoY) and deflationary pressures, assessing implications for commodity demand and cross-asset market sentiment.
- Identified a supply-tightening setup in crude oil following OPEC+ production cuts and developed a tactical long WTI futures trade idea, supported by the analysis of Brent–WTI curve dynamics, front-month strength, and declining U.S. inventories.
- Built a centralized SQL database to track multi-asset market signals and automated weekly market reports linking macro developments to commodity price movements, identifying trade opportunities and assessing associated risks.
Investment Analyst Intern, Investment Consulting Group at ICBC CREDIT SUISSE ASSET MANAGEMENT CO., LTD. (2021-10 – 2021-12)
- Evaluated the role of commodities, gold, and bond funds in portfolio diversification and inflation hedging as global price pressures rose; analyzed shifts in equity–bond correlations amid policy normalization to support asset-allocation and risk management.
- Analyzed portfolio performance by constructing return-based risk frameworks, evaluating metrics such as volatility and VaR and identifying concentration and macro-driven exposures through correlation analysis and stress testing.
- Supported client coverage by working with relationship managers to assess client investment preferences and risk profiles, delivering tailored market insights and investment recommendations on equities and funds to support asset allocation discussion.
Equity Analyst Intern, Equity Research at TOPSPERITY SECURITIES CO., LTD. (2021-05 – 2021-09)
- Pitched Huazhu Group (NASDAQ: HTHT) based on RevPAR recovery, margin gains from mid-to-upscale brand mix shift, and robust pipeline growth; derived a target price of HK$47.60 from 42x 2022E P/E multiple, implying 25% of upside potential.
- Authored industry research analyzing China's post-pandemic travel recovery using STR, McKinsey, and official tourism data, identifying a strong but uneven rebound and supporting a domestic-focused investment thesis in hotel and travel equities.
