Microsoft Office
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
•Rotated across several layers of equity futures division as a generalist intern including: trading desk, product coverage, and
capital markets.
•Assisted daily operations of futures trading. Conducted pre-trade analyses of automatic redemption futures and automated
weekly trading reports by leveraging Python.
•Performed client research to assist in customized investment solutions offerings to institutional and UHNW clients.
•Participated in contracting procedures between the firm and clients by acting as a liaison between front-office and L & C to
enable signing or amend of SAC agreements.
• Assisted in multiple links of the stock pledge business. Served as a point of contact between the firm and clients, conducted
enterprise due diligence and assisted in report drafting.
• Followed through the entire life cycle of private equity product issuance procedure, including due diligence, KYC, contract
drafting, and final product issuance.
• Rotated to the wealth management department as a generalist intern shadowing cash management and financing. Contributed
to research on China’s wealth management industry to assist the firm’s strategic expansion in cash management business.
• Conducted research on the three-pillar system of wealth management and pension funds in the United States, Japan, and
Germany. Participated in industry forecasting research on China’s personal pension system.
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Microsoft Office