Work Experience and Qualifications

Work Experience

  • Goldman Sachs
    2020-2021
    Finance Consultant

  • Société Générale
    2019 Summer
    Market Activity Intern

  • Société Générale
    2018 Summer
    Regulatory Oversight Intern

  • Intertrust Group
    2018 Spring
    Private Equity & Real Estate Fund Services Intern

  • Hong Kong Investment Funds Association
    2017 Summer
    Summer Intern

Qualifications

  • Chartered Financial Analyst (CFA) Level 1 passed
  • Financial Risk Manager (FRM) Level 1 passed

Other Information

  • Languages: English (fluent), Cantonese (native), Mandarin (fluent)

  • Knowledge: Financial Modeling, Corporate Finance, Investment Analysis, Portfolio Management, Empirical Finance, Fixed-Income Securities Analysis, Options and Futures

  • Technical: R, Python, SQL, VBA, Stata, Eviews, Bloomberg Terminal, Thomson Reuters Eikon

  • Leadership: Served as Vice President at Strategic Investment Society CUHK to organize investment talks and mentorship programs, while maintaining alumni network with former executive members

  • Volunteering: Volunteered as International Ambassador at CUHK to promote international culture and assist international student on campus

  • Cultural: Engaged in the Global Leaders Orange and Blue Engagement Programme at UIUC in leadership and team building to facilitate cultural exchange between local and international students