Kei So Wan

• Produced 3 comprehensive research and risk analysis reports on diverse topics, including a corporate credit assessment for a newly listed company, a market study on the current state and challenges of the cryptocurrency market specifically focusing on stablecoins, and a macro-level analysis of the Hong Kong real estate market • Conducted critical due diligence and risk assessments on potential corporate partners to guide strategic business decisions, analyzing business models, financial statements, and default risk to identify key threats • Utilized Excel to consolidate the yields of 10+ diversified RMB financial products from major banks, improving the efficiency of market data monitoring for the department

• Reviewed tax computations and supporting schedules to confirm alignment with documentation stored in the drive • Reviewed 30+ bank reconciliations and verified that cash balances recorded in the company’s books matched the actual cash held in the bank • Gained experience in identifying and updating discrepancies in bank reconcillations to enhance the validity of financial information

• Extracted and automated pivot tables for 1000+ bond pricing records, consolidating price, and duration data to surface trends • Supported the Operations Management department in their tasks such as preparation of their annual report PowerPoint