Yifei Sun

Conducted indicative rating analyses for 4 prospective issuers to assess potential rating ranges by benchmarking 4-8 selected regional and global peers, mapping adjusted credit metrics to rating thresholds under Moody's industry-specific scorecards and S&P Corporate Methodology, and incorporating qualitative factors such as business risk, financial policy and parent support to identify key credit strengths and rating constraints Conducted debt headroom analyses for 5 global TMT issuers by applying rating-agency-specific adjustments and calculating leverage (Debt/EBITDA), cash flow coverage (FCF/Debt, CFO/Debt, FFO/Debt and RCF/Debt) and interest coverage (EBITDA/Interest) to quantify incremental debt capacity under rating-maintenance and one-notch downgrade scenarios Prepared RFP materials for 3 TMT and new energy vehicle companies seeking international ratings by incorporating indicative rating findings, cross-agency methodology comparisons, peer financial benchmarking, and issuer-specific rating process considerations

Commercial & Investment Bank Analyst, Centralized Research Group (CRG) – DCM – Rating Advisory Team at JPMorgan Chase & Co (2025-10 – 2026-05)

• Conducted indicative rating analyses for 4 prospective issuers to assess potential rating ranges by benchmarking 4-8 selected regional and global peers, mapping adjusted credit metrics to rating thresholds under Moody's industry-specific scorecards and S&P Corporate Methodology, and incorporating qualitative factors such as business risk, financial policy and parent support to identify key credit strengths and rating constraints
• Conducted debt headroom analyses for 5 global TMT issuers by applying rating-agency-specific adjustments and calculating leverage (Debt/EBITDA), cash flow coverage (FCF/Debt, CFO/Debt, FFO/Debt and RCF/Debt) and interest coverage (EBITDA/Interest) to quantify incremental debt capacity under rating-maintenance and one-notch downgrade scenarios
• Prepared RFP materials for 3 TMT and new energy vehicle companies seeking international ratings by incorporating indicative rating findings, cross-agency methodology comparisons, peer financial benchmarking, and issuer-specific rating process considerations
• Monitored daily rating actions and agency commentary, synthesizing credit considerations for rating materials; updated weekly Asia market materials to support DCM – Bond team, including key U.S. market news, major banks' Federal Reserve rate forecasts sourced from Bloomberg, and yield movements across HY, IG and FIG segments; maintained an internal new-issuance tracker covering newly priced USD, CNH, EUR and GBP bonds across APAC ex-Japan, while covering all currencies for Chinese and Hong Kong issuers

Finance Manager, Finance Department at Yunaotai Biotechnology (2021-08 – 2024-07)

• Prepared financial statements for 4 subsidiaries, including a major operating entity providing pharmaceutical products and solutions to local hospitals
• Managed a three-member team and authorized daily cash settlements through online banking system; prepared biweekly cash flow forecasts and advised CFO on allocating 40% of surplus cash to a short-term wealth management product offered by Shanghai Pudong Development Bank, generating RMB 400,000 in investment income over six months
• Managed monthly budget preparation by consolidating financial data across departments, identifying and rectifying budget discrepancies, monitoring cost performance, and controlling expenses within approved limits to support management decision-making
• Prepared tax returns and calculated tax payments for 4 subsidiaries; identified and corrected misapplication of tax rules, reducing tax overpayments by 10% while maintaining compliance

Off-cycle Equity Research Intern, Computer Team at TF Securities (2025-07 – 2025-08)

• Built 3-year revenue forecasts across core product lines and incorporated projections into DCF models to estimate intrinsic value
• Conducted market research on AMD, Oracle and Alibaba, assessing market share trends and competitive positioning across AI hardware, cloud infrastructure and enterprise software for internal discussion materials

Off-cycle Equity Research Intern, Consumer Electronics Team at Kaiyuan Securities (2025-03 – 2025-06)

• Independently drafted an in-depth consumer electronics sector report on industry trends and competitive dynamics, including analyses of two key listed companies: Sunlord Electronics (002138.SZ) and Wingtech Technology (600745.SH)
• Compiled notes from 10+ earnings calls and company research meetings, distilled key insights, and assisted analysts in drafting and publishing 5 WeChat research articles

Off-cycle Credit Research Intern, Fixed Income Department at EverBright Securities Asset Management Company (2020-09 – 2020-12)

• Built an Excel database covering 50+ real estate corporate bonds and tracking 20+ data fields per bond to support credit screening and buy/sell decisions
• Reviewed 30+ credit rating reports from Moody's and S&P to identify policy and geographic drivers behind rating downgrades, and documented key findings for internal reference

President at Freesky Dancing Club (2017-09 – 2018-09)

• Organized a university-wide cheerleading competition attended by 500+ students
• Selected as one of the top 10 club presidents among leaders of 120 student clubs
• Built a 10-member leadership team and spearheaded successful fundraising campaigns, increasing club funding by 25%

Master of Science in Accounting – THE HONG KONG UNIVERSITY OF SCIENCE & TECHNOLOGY (2024-08 – 2025-10)

Master of Science in International Accounting and Finance – UNIVERSITY OF STRATHCLYDE (2019-09 – 2020-11)

Bachelor of Management in International Business Administration - Human Resource Management – SHANGHAI UNIVERSITY OF FINANCE AND ECONOMICS (2015-09 – 2019-06)