Australian real estate assets modeled.
Investment and Strategy Portfolio
Turning complex markets, assets, and data into investment decisions.
I build valuation models, research industries, and turn financial complexity into clear recommendations across hard tech, real estate, and strategic finance.
Current Focus
Hard-tech screening, real estate analysis, and strategic decision support
Transaction exposure supported through analysis and reporting.
Annual portfolio return improvement.
Positioning
A portfolio built for clarity, credibility, and depth.
This is an analyst-facing portfolio, not a generic personal site. It is built to show how I frame investment questions, structure analysis, and support decisions.
It connects hard-tech screening, real estate analysis, fundraising support, and long-form research into one clear professional narrative.
Selected Work
Featured case studies and portfolio assets.
Each entry highlights a different layer of the portfolio: analyst story, modeling depth, communication, and broader profile.
Career Narrative
Analyst Journey and Professional Positioning
An overview of my investment, finance, and research experience across hard tech and real estate.
Open case study
Modeling Library
Financial Models and Scenario-Based Analysis
Valuation models, comparables, and spreadsheet work used to frame return, downside, and recommendation logic.
Browse models
Communication
Personal Introduction and Storytelling
A short introduction that shows communication style, clarity, and professional intent.
Watch introduction
Personal Brand
Leadership, Perspective, and Ongoing Development
Leadership projects, certifications, personal investing interest, and long-term direction.
See moreExpertise
Capabilities that support investment-quality output.
Financial Modeling
DCF, comparables, IRR, and scenario models built for decision-making.
Industry Research
Sector research, peer mapping, and macro context used to identify risk and opportunity.
Investment Screening
Technology, cost structure, and commercial logic assessed to identify durable value.
Investment Communication
Complex analysis turned into investment memos, IC materials, and decision-ready recommendations.
Experience
Academic and professional background that supports analytical rigor.
Qiande Fund Management Co., Ltd.
Investment Manager, Sep 2025 - Jan 2026
Focused on early-stage hard-tech investments across semiconductors, robotics, and advanced materials.
Grand City Investment
Investment Analyst, Jul 2024 - Apr 2025
Modeled 30+ Australian real estate assets and supported AUD 100M+ in transactions.
Shanxi Jiawei New Materials Co., Ltd.
Financial Assistant, Feb 2018 - Jul 2022
Worked on sector research, profitability modeling, peer benchmarking, and IPO-related forecasting.
University of Sydney
Master of Commerce in Finance, Aug 2022 - Jan 2024
Training in valuation, derivatives, fixed income, data analysis, and corporate finance.
University of Torrens
MBA, Feb 2024 - Sep 2024
Training in management, system thinking, leadership, and international business strategy.
Cross-Border Mobility and Communication
Hong Kong QMAS visa | Chinese and English
Bilingual communication and cross-market context for investment-facing roles.
Insights Library
Reports, research, and analytical materials.
Long-form work shows how analysis is documented and communicated.
Investment and Industry Reports
Research and writing across real estate, finance, system thinking, and sector work.
Open report collectionSpreadsheet Models
Model files covering assumptions, valuation logic, and scenario design.
Open model galleryPresentation Assets
Presentation materials used to communicate analysis and recommendations.
Open presentation assetsInvestment Deal Materials
Selected robotics and lithium project materials that show real investment exposure.
Open deal archiveCredentials
Academic verification and professional credentials.
Formal degree documents, Chinese Service Center verification, and selected certification records.
USYD Degree Verification
Chinese Service Center verification for the Master of Commerce in Finance from the University of Sydney.
Open degree document
Torrens MBA Verification
Chinese Service Center verification for the MBA awarded by Torrens University Australia.
Open degree documentProfessional Program
CFA Program Verification
An additional finance credential supporting the investment direction of the portfolio.
Open verification letterAnalytics Certificate
Google Analytics
A supporting credential for data literacy and evidence-based analysis.
Open certificateContact
Open to analyst, investment, and strategic finance opportunities.
Built for investment, valuation, research, and finance strategy opportunities.