Off-cycle Intern, Equity Research at ALPHA GROWTH CAPITAL (2025-09 – 2025-10)
- Worked with a boutique asset manager and supported the development of investment memos on 3 equities in consumer & retail
- Conducted analysis on equities including Mixue (2097.HK) assessing business model and financials
- Investigated competitive dynamics and supply chain cost leadership in China's new-style tea beverage sector
- Performed financial ratio analysis, preliminary P&L forecasting and trading comps valuation
- Authored a 6-page investment memo and presented the target price and investment thesis to the PM
Summer Intern, Wealth Management at CITIC SECURITIES (2025-07 – 2025-08)
- Supported senior RMs in client relationship management, portfolio advisory and follow-up communications with HNWIs
- Researched recent A-to-H listed companies and industry trends to identify investment opportunities and generate materials
- Engaged in equity research on Marubi (SSE: 603983) and cosmetics industry analysis to identify investment highlights
- Collaborated with investment advisors to design tailored asset allocation strategies for 5 HNW clients
- Prepared weekly market updates and investment summaries on macro trends and equity market movements
Off-cycle Intern, Equity Capital Markets at WANLIAN SECURITIES (2025-06 – 2025-07)
- Worked as summer intern in ECM team to assist in pitching and execution of equity financing, incl. IPOs and follow-ons
- Contributed to a CNY 149 mn follow-on offering of Huali Technology (SZSE: 301011) by assisting in different workstreams
- Analysed issuer's strategic collaborations with Japanese key vendors (Bandai, SEGA) to assess revenue upsides
- Conducted peer benchmarking on valuation, and prepared investor presentation materials on business highlights
- Assisted the sector team to perform business DD and financial DD on past 3-year audited financial data
Off-cycle Intern, Construction Project Management and Budgeting at GUANGZHOU ENGINEERING & CONSTRUCTION GENERAL CONTRACTOR (2021-04 – 2022-04)
- Worked in a leading regional construction contractor to assist in commercial and residential projects' budgeting process
- Engaged in the construction project management of a 204,000 m² city complex iCity in Hengqin District in Zhuhai City
- Recorded and compiled minutes of weekly coordination meetings to monitor project schedules with various counterparties
- Facilitated stakeholder communication by coordinating contractors, design teams, and local government representatives
