Participated in a financial project on Optimal Cash Holding of a Fortune 500 company: leveraged the Monte Carlo model after investigating various traditional cash holding forecast models. Facilitated the client on making RMB 40 MM more profits by directly improving their capital management efficiency
Worked closely with various departments of our company, potential clients and external regulators to develop strategic business opportunities, addressing clients’ pain points and fulfill their demands by providing innovative solutions, facilitated company on making RMB 1 MM more revenue
Conducted a digital strategic persona project of a grid company: directed detailed market research, drafted client persona report tailored to specific sector and customer, developed 80+ strategies across verticals, products and seasonal opportunities to create a customer loss analyzing and forecasting function and to set up decision-making support mechanism
Conducted industry research concerning SAAS service, assessed potential target, studied investment highlights and potentials, secured RMB 2 MM investment from a private equity investor
Assisted with due diligence and investment proposal. Reached investors and contributed to term sheet negotiation
Involved in making five-year strategies for a British chain of coffee shop: reviewed Chins beverage business trend, wrote over 25 interview outlines for various departments, devised questionnaires, and examined a related case and competitor benchmarks
Investigated business model of 5 coffee shops in different quartiers; examined KSFs, facilitate business improvement in beverage industry in China
Assisted to prescreen, evaluate and select international hedge funds and asset management companies by designing a comprehensive scoring system, reported to the Investment Committee of CIC
Supported investment team in monitoring direct invest and co-invest projects, managing lifecycles of warrants and analyzed financial data by operating Bloomberg
Assisted in a USD 12 MM Chateau acquisition project, coordinated over 10 meeting with president of CIVB: reviewed term sheet negotiation and strategic transformation project of merged Chateau, executed market research, worked on intensive public relations events by managing over 15 industry conferences and EN PRIMEUR trading
Worked closely with sector coverage and product teams, providing coverage, advisory, capital markets and financing solutions for corporate and financial institutions clients, designing customized innovative structure products
Regularly delivered insights concerning major economic events and development to develop business opportunities
Assisted in a fund-raising event, raised in total 15billion RMB by participating in 3 rounds of auctions
