Kun Liu, CFA

Experience

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  EY

  Feb 2020 - Mar 2020

  Intern, Climate Change and Sustainability Service

  • Developed and automated emission data calculations for airline clients using machine learning techniques to enhance accuracy and efficiency in sustainability reporting.• Engineered algorithms to extract alphanumeric information from images and web crawlers, streamlining data collection for client research and analysis.• Researched ESG funds and green bonds, providing insights and analysis based on specific client requirements and market trends.• Authored and presented comprehensive sustainability reports in both Chinese and English, delivering clear and actionable insights to clients.• Calculated, validated, and updated ESG data, ensuring alignment with the latest standards, regulations, and industry best practices. Show less

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  Bank of Communications Co.,Ltd.

  Dec 2020 - Jun 2022

  Assistant Relationship Manager, Corporate Banking

  • Collaborated closely with clients and internal teams to manage and strengthen relationships, delivering tailored financial solutions across local and international markets to meet client needs.• Supported multinational corporations and large local entities in optimizing their financial operations, including cash management, foreign exchange, commodity transactions, and risk mitigation strategies.• Facilitated services for non-bank financial institutions, including deposit management, clearing services, IPO financing, and additional bespoke financial solutions.• Prepared comprehensive credit proposals and annual reviews for clients utilizing a range of financial products such as Syndicated Loans, Revolving Credit Facilities, and Term Loans. Conducted detailed analyses of clients' financial performance, industry positioning, risk factors, and peer benchmarking.• Ensured regulatory compliance and risk management by conducting Anti-Money Laundering (AML) checks and monitoring covenant ratios on a quarterly basis. Show less

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  FactSet

  Jul 2022 - now

  Data Solution Engineer

  • Led end-to-end data integration projects for asset managers, asset owners, and financial institutions across the APAC region, including clients in Hong Kong, China, Australia, and Thailand, ensuring accurate and timely onboarding of financial data.• Drove the translation of complex investment universes, including Equities, Fixed Income, Derivatives (Futures, Forwards, Options, Swaps), and Alternative Investments (Hedge Funds, Private Equities, Mutual Funds), into tailored data solutions on FactSet’s platform.• Managed the data extraction and validation process from third-party accounting systems, order management systems, and custodians, ensuring seamless integration of client portfolio data into FactSet’s proprietary systems.• Designed and customized data integration workflows to meet the unique reporting and analytical needs of each client, ensuring data quality and integrity while addressing any discrepancies or issues.• Developed and optimized data transformation scripts using tools such as Linux, Perl, Git, etc to clean, enrich, and validate data before loading it into FactSet systems.• Monitored and maintained data pipelines, identifying and resolving bottlenecks, failures, or performance issues to ensure the timely delivery of accurate data.• Automated data workflows and scheduled ETL jobs using FactSet internal jobs to streamline daily operations and reduce manual intervention.• Ensured data quality and integrity by implementing validation checks, data profiling, and audits throughout the ETL process, reducing error rates and improving data reliability.• Created and maintained technical documentation for data processes, ensuring that the architecture and workflows are well-documented for future scaling and troubleshooting.• Provided post-implementation support and troubleshooting for ETL processes, resolving data-related issues and ensuring continued data availability and integrity. Show less