Investment Banking Intern - Guotai Haitong Securities
(2026-06 - 2026-08)
- Managed compliance and account setups (including KYC/AML protocols) across partner networks like CMBI to prepare and clear institutional client accounts for live trading.
- Tracked major IPO pipelines in the consumer and luxury tech sectors, assisting senior team members with regulatory filings and operational updates for the listings of Liuliumei and Xunlong Technology.
- Conducted market research and financial analysis to build industry tracking sheets and company profiles used to brief executives ahead of investor conferences with HSBC, Normura, and ICBC.
Lead Manager ESGreLab @ Team Virginia - ESG Real Estate Laboratory
(2025-08 - 2026-05)
- Led a team of 5 interns to coordinate weekly project workflows, align communication, and ensure the timely delivery of research goals.
- Conducted ESG evaluations for small-to-midsize firms, analyzing their operational models and environmental impact metrics.
- Built and maintained a company database, compiling corporate profiles and market intelligence to track industry trends.
- Managed corporate outreach, contacting target firms directly to gather missing data and expand the research network.
Volunteer - Children's Science Center - Fair Oaks Mall
Train new volunteers and collaborate with science professionals to facilitate engaging, hands-on activities for children and their families
