• Conducted industry and company research on macro economy and 10+ companies on a daily basis and updated such information on ChineseInvestors.com; all articles received 10,000+ views

• Applied technical analysis, such as swing trend strategies, on technical indicators and oscillators to identify buy/sell signals to provide entry/exit recommendations for 5+ stocks every day

• Performed due diligence and fundamental financial analysis including financial report analysis and qualitative analysis for the above-mentioned companies to supplement trading ideas

• Produced presentation materials in PowerPoint and videos with junior analysts for weekly stock trading courses 

• Served as English-Mandarin translator for Chinese clients in conference calls over M&A and partnership etc.

• Received comprehensive training in intermediate accounting, financial analysis, company valuations, financial modeling, pitch decks preparation and presentation, and advanced Excel

• Conducted DCF analysis and Public Comparable Analysis on the railcar leasing sector of Trinity Industry to assist BVI associates to prepare stock pitches and present to industry professionals

• Provided advices on debt restructuring and leveraged buyout cases in Holihan Lokey Financial Restructuring Case Competition, Credit Suisse LBO Case Competition, and Citi Investment Banking Case Competition

• Collected and summarized the press coverage, commentaries and editorials on 20+ companies on a daily basis; analyzed such information qualitatively and presented in a daily report

• Supplemented target-company database with key financials, industry updates and contact information

• Prepared presentation slides and handouts on target companies using Microsoft Word and PowerPoint with senior analysts; designed a refined PowerPoint template that was later adopted by the company