Zhao LIU

Experience

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  Shanghai Union Strength Investment Management Co., Ltd

  Jul 2011 - Jul 2012

  Quantitative Analyst

  1. Developed and applied a series of trading models in Hong Kong stock and futures markets for various investments through R and VBA programming, SPSS data analysis tool. Implemented various trading strategies such as advanced CPPI trading and OBPI trading strategy.2. Provided unique insight on industry researches. The reports contributed to an annualized return rate of 47% of the company’s investments in the corn processing and solar energy related stocks.

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  QuattroQuant Data Technology Co., Ltd

  May 2016 - Feb 2019

  Quantitative Analyst

  1. AI algorithms research and applicationsConduct researches and applications on machine learning algorithms (SVM, Adaboost, KNN, Neural Network etc.) for Index Timing, including CSI 300, CSI SmallCap 500 and sub-sectors indices in stock markets.2. Project Leader of CryptoStrategies Asset Management PlatformResponsible for overall model deliver and core design.Responsible for marketing, including connecting quantitative teams, roadshows, hosting and attending conferences.Responsible for the community operation and maintenance, including official website, Airdrop, etc.3. Feature Engineering (feature cleaning, feature processing)Improved the predictive power of machine learning algorithms via mathematical methods (PCA, L1 regularized Lasso regression, L2 regularized ridge regression, Wrapper, decision tree, etc.), filtering highly correlated variables and reduce invalid variable reference.4. Trading on Futures and Foreign Exchange MarketSuccessfully applied arbitrage trading strategy in China futures market and foreign exchange market, realized 10% annualized return rate with low volatility. This strategy requires in-depth local market insight as well as rich experience on both trading and mathematics on highly correlated cross-variety futures contracts and currencies. Show less

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  NOAH HOLDINGS

  May 2019 - Feb 2021

  Financial Advisor

  1. Provided wealth management planning advice for HNW clients (both individual & institution) on asset allocation and investment portfolios. Constantly offered various knowledge on wealth management via multiple customer education scenarios.2. Won the 3rd place national wide in the “Mutual Fund Portfolio Competition” organized by company, also the 1st place in East China region with a 27% annual return rate. 3. During employment, achieved stable output of 2 HK and domestic policy sales on average per month. In addition, set sales record of 5 million mutual funds within one year during the covid-19. Increased client conversion by 30% via organizing wealth management on-line seminars. Service well received by clients. Show less

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  Shanghai IZE Enterprise Management Consulting Co., Ltd.

  Mar 2021 - now

  Founder

  Created the “Study Room” brand IZE which started to run its first boutique in April 2021 in Shanghai. Responsible for general management of the boutique including marketing strategy, stuff training, culture event organization, daily operation etc.