Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Shumeng (Simona)
Work Experience
Senior Investment Research Associate
2020
Investment Research and Strategy at Prosperity 7, Aramco Ventures
2017 - 2020
Jingdata Senior Research Manager
2017 - 2020
1. Industry Analysis - Industry reports, including the analysis macro market, industry map, industrial chain and value distribution, business mode, market competition pattern, and enterprise micro analysis, etc. - Investment and financing reports, predict the industry development trend, explore investment opportunities, recommend high-quality start-ups 2. Investment Consulting - Lead the project team (3-5 people) to provide investment, strategic, industry and data solutions - Investment opportunities and projects promotion - Enter market analysis and Business feasibility study - Fund/Company due diligence 3. Data Analysis - Data construction of Jingdata insight database - Data Reports, data statistics and analysis - Lead the team (about 20 people) training, daily data operation, in charge of data standards and KPI assessment
2016 - 2017
Assistant Investment Manager
2016 - 2017
- Deeply involved in PE funds investment, real estate (and upstream/downstream) projects investment, involving investment amount more than RMB 1bn - Whole investment process of PE and Real Estate programs: Due diligence, Feasibility and profitability modeling, Investment plan and contracts, Road shows, Risk management, Disbursement, etc. - Funds Operation and Post-invest Management - Investment and Strategic Reports - Organized daily routine of the whole Fund Develop Center (including 5 departments)
2013 - 2013
Intern-Account Manager
2013 - 2013
- Grasped kinds of financial planning products, recommended promising products to clients in view of their individual risk appetite and expected return - Forged cooperative bonds with customers, answered customers’ inquiries about the financial products - Sorted out customers’ profiles and loan contracts, and submitted them to the reviewer for examination and approval
2013 - 2013
Intern-Financial Consultant
2013 - 2013
- Partook in developing equity-linked financial products and analyzed the yield of different investment portfolios - Led members to do field investigation and collect questionnaires about the investment preferences - Analyzed the data and accomplished a business proposal, assisted in designing and implementing schemes
2012 - 2013
Intern-CFO Assistant
2012 - 2013
- Processed various bills and notes, analyzed them in light of five-year financial statements; compared the financial status, operating results and cash flow of the company - Assisted in reasoning the feasibility of a large investment project in view of the company’s financial status