Collected and organized industry news, growth forecasts, and key trends through databases, industry reports, and official sources (e.g., National Bureau of Statistics, and company websites).
Analyzed and summarized data to provide accurate materials for writing comprehensive industry reports.
Conducted a competitive analysis, including researching competitor strategies, products, key customers, and marketing activities, and compiled findings into data packages using Excel for further analysis.
Designed and created PPTs for industry policy analysis, competitive product analysis, and market trends, ensuring clarity and effective communication of insights.
Produced detailed reports and presentations on specific topics (e.g., digital technology, industry development prospects, and the gold market) by digitizing service processes and comparing relevant data.
Applied advanced Excel functions (e.g., filtering, pivot tables, charting) to efficiently manage and analyze large datasets, ensuring accurate and insightful reporting.
Managed multiple tasks, adhering to strict timelines, and ensuring high-quality deliverables.
Internship
Huatai Securities Co., Ltd
Suzhou
05.2023 - 07.2023
Responsible for recording and organizing minutes of conference calls between listed companies and institutional investors, contributing to the analysis of company structure, share issuance, fundraising efforts, product production, sales, and profitability.
Independently wrote business data reports and created PowerPoint presentations, ensuring clear visualization of key research findings and industry data.
Engaged with clients through both online and offline communication, identified their needs, provided customer-oriented services, and explained products and services to facilitate cooperation.
Regularly communicated with clients to nurture long-term, strategic partnerships.
Gained a solid understanding of the securities market, fund investment theory, fund product knowledge, operation processes, and regulatory policies to support practical operations.