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Research Experience

Participant in the CFA Institute Research Challenge                                                                                                                                                                                09/2022 – 11/2022

• Conducted comprehensive technical and fundamental financial analysis on the stocks and assets of BYD Co., Ltd., resulting in an investment report and a formal presentation
• Investigated the market segments, business strategies, competitive environment, ESG disclosures, multifaceted risks, and risk management measures of BYD in collaboration with multiple partners

Member of the Marketing Innovation Project for Keying Group                                                                                                                                               01/2022 – 10/2022

• Formulated a strategic and innovative business plan for Keying Group using insights learned from its marketing manager
• Researched the positioning, targeting, 4Cs, and 4Ps of Keying Group’s marketing strategies by reading multiple reports
• Conducted macroeconomic analysis using quantitative methods, such as regression analysis, and qualitative approaches

Researcher on Financial Inclusivity and It Social Impacts                                                                                                                                                        01/2020 – 04/2022

• Researched the correlation between digital financial inclusivity and residents’ levels of happiness using econometric models and data acquired through field research, resulting in a paper covering a literature review, theoretical and empirical research
• Proposed policies aimed at expanding financial inclusivity and promoting financial literacy based on research findings

Internship Experience

Branding Assistant                                                                                                                                                                                                                                      09/2022

Shanghai Duna Business Consulting Co., Ltd.

• Engaged in on-spot work with Spanish brand Esaú Yori and German brand Marc O’ Polo, responsible for visual displays, brand introduction, and product sales, receiving positive recognition from the branding manager
• Assisted branding manager in setting up stages and organizing showrooms for the Shanghai Fashion Week
• Conceived, created, and published visual, audio-based, and video-based multimedia content for multiple brands
• Received systematic training in branding and marketing to facilitate hands-on engagement with customers

Intern for Branding & Digital Promotion                                                                                                                                                                 07/2021 – 08/2021

Zhejiang Keying Group                           

• Responsible for materials collecting; drew up marketing campaign plans, including the launch of a thematic event, a video ad, and a pop-up store plan; Made content preparation and presentation for the dress ambassador salon
• Assisted the new media content team with part of new media data processing via Excel; contacted more than 40 KOLs on Little Red Book and reviewed more than 200 posts

Honours & Awards

The First Runner-up Award in the Fifth Ronse International CFA Financial Investment Analysis Competition                   10/2022

Excellent Evaluation in the Student Cadres Assessment of the Student Union of the School of Finance                                   06/2021

Excellent Evaluation in the Student Cadres Assessment of the Student Union of the School of Finance                                   06/2020

The Third Prize Comprehensive Scholarship for Outstanding Student                                                                                                                                               03/2020

Skills

Language:            Proficient in English, with an IELTS score of 7.0 (Listening 6.5, Reading 7.5, Writing 6.5, Speaking 7.0)

Computer:           Proficient in Stata, Bloomberg Terminal, and Microsoft Office Word, Excel, and PowerPoint