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EDUCATION

PROFESSIONAL EXPERIENCE

• Completed 61-page X Industry Research Report independently by obtaining necessary information from various sources including WIND, annual reports of listed companies and the issuer rating reports, etc
• Put together an 8-page credit evaluation report of X in 2015 independently through using Wind to obtain required data and reorganizing and analyzing the credit rating report of city investment debt of X in 2015 and was submitted to the customer directly
• Investigated the IPO of X, including updating the offering circulars, collecting and analyzing the transaction structure, main businesses, financial information and group structure of the company: independently completed a 16-page summary report in both Chinese and English

• Conducted research of competitors, and keep dynamic observation; identified and conducted comparative analysis of model competitor cases
• Analyzed X market and predicted market trend, provided research reports for company executives
• implemented promotion strategy formulation and implementation; planed and managed marketing budget

• Accountable for the integrity of financial statements to the bonding company and management
• Analyzed and maintained an adequate system of accounting records and a comprehensive set of controls designed to mitigate risk
• Enhanced the accuracy of the company's reported financial results and ensured that results comply with generally accepted accounting principles (GAAP)

LEADERSHIP EXPERIENCE

• Co-founded a student-run fund to invest a small portion of the University's endowment
• Managed a $105k diversified, mid-cap equities fund - Outperformed benchmark by 4% since 2010

MISCELLANEOUS

• Languages: English (Fluent). Mandarin Chinese (Native), French (Conversational)
• Skills: Bloomberg. Excel (Proficient), PPT (Proficient), HTML/CSS (Basic)
• Interests: Violin (Gr. 10). Website (coderlei.netlify.app)