Sea***CFA

Investment Banking Associate

Education

Duke University - The Fuqua School of Business

Duke University - The Fuqua School of Business (2016 - 2017)

  • Degree: Master's degree
  • Field of Study: Management
  • Description: Fuqua Scholar

The Chinese University of Hong Kong (2024 - 2025)

  • Degree: Master's degree
  • Field of Study: Psychology
  • Description:

Shanghai University of Finance and Economics (2012 - 2016)

  • Degree: Bachelor's degree
  • Field of Study: Finance
  • Description: Graduated with honors

Skills:

Financial Analysis, Financial Modeling, Investments, Data Analysis

Work Experience:

Investment Banking Associate at J.P. Morgan

  • Location: Hong Kong SAR
  • Duration: 2021 to 2023
  • Description: Capital Markets & Syndicate (with accelerated promotion)

Investment Banking Analyst at J.P. Morgan

  • Location: Hong Kong SAR
  • Duration: 2019 to 2021
  • Description: Capital Markets

Research Analyst at J.P. Morgan

  • Location: Shanghai, China
  • Duration: 2017 to 2019
  • Description: Centralized Research Group

Asset Management Summer Analyst at CITIC Securities Company Limited

  • Location: Beijing, China
  • Duration: 2017-06 to 2017-08
  • Description: Fixed Income Investment Research (with full-time offer)
AI Resume Analysis

Candidate Intelligence Report

AI-powered analysis from the perspective of a US hiring director — evaluating career continuity, growth trajectory, and role fit.

Career Continuity & Risk Assessment

Employment GapLow

No significant employment gaps are evident; transitions are within consecutive roles from internship to full-time positions.

Industry ConsistencyLow

All roles are within financial services (research, capital markets, asset management), indicating strong industry alignment.

Tenure StabilityLow

Typical 2-year tenure per role with progressive responsibilities; demonstrated promotions suggest stability and growth trajectory.

Education-Career MatchLow

Educational background (Fuqua, double master's in Finance/Business & Psychology, CFA, CAIA) aligns well with finance and investment banking; strong signal for analytical and strategic capabilities.

Career Growth Curve

Asset Management Summer Analyst Entry
CITIC Securities Company Limited
2017-06 to 2017-08
Research Analyst Lateral
J.P. Morgan
2017 to 2019
Investment Banking Analyst ↑ Promoted
J.P. Morgan
2019 to 2021
Investment Banking Associate ↑ Promoted
J.P. Morgan
2021 to 2023
Assessment: The candidate demonstrates a clear upward trajectory, progressing from a summer analyst to an associate within a prestigious bank, with increasing responsibility in capital markets and syndication. This profile supports readiness for mid-to-senior level roles and potential US relocation.

Best-Fit Roles (Top 5)

1

Investment Banking Vice President, Capital Markets92% fit

Extensive JPMorgan Capital Markets and syndicate experience with cross-border deal execution; strong modeling skills and professional certifications position the candidate for VP-level responsibilities.

2

Senior Corporate Development Manager86% fit

Proven M&A and transaction execution capability from investment banking; strong financial modeling and strategic thinking; global exposure aligns with corporate development needs.

3

Senior Fixed Income Analyst80% fit

CAIA and fixed income research background; capable of contributing to credit strategy, portfolio construction, and risk assessment at a US asset manager.

4

Equity / Credit Research Analyst77% fit

Solid research foundation and cross-asset modeling skills; suitable for buy-side or sell-side research roles in US institutions leveraging Asia-market experience.

5

Portfolio Analyst – Multi-Asset / Fixed Income72% fit

Analytical capabilities and cross-asset exposure fit multi-asset or hedge fund environments; good potential for contributing to diversified strategies.

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