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Jing (Jade) Lan
Portfolio Analyst, Intern

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About me
Sr. Principal Portfolio Analyst
Education

South China Normal University
2009 - 2013Bachelor's Degree Mathemtics and Applied Mathematics 3.46Activities and Societies: Photograph Association Thesis: Based on Data Mining, cluster clients for South Airline in China

North Carolina State University
2013 - 2015Master's degree Finacial Mathematics• Built a stock index for NC Research Triangle Park and analyzed main effect macroeconomic factors in R (May 2015)• Modeled time-varying trading-day effects in monthly time series in R (April 2014)• Computed American and Asian option of several stocks prices by Stochastic Difference Methods and Monte-Carlo Simulation in Matlab (April 2014)
Experience

Shenzhen Development Bank
Jun 2012 - Sept 2012Portfolio Analyst, Intern• Realized a real interest rate calculator in SAS for loan and deposit;• Planned portfolio scenario based on loan-deposit interest rate policies.

North Carolina State University, Mathematics Department
Aug 2014 - May 2015Lecture Assistant• Graded students’ exams and homework for classes calculus, linear algebra, and finite mathematics;• Instructed undergraduate Matlab tutorial class in multimedia center.

Institute for Economic Development, CCBR
Jul 2015 - Dec 2015Researcher at CCBR• Assembled and manipulated macroeconomic data from several data sources such as Bureau of Labor Statistics and United State Census Bureau;• Achieved on an estimation method of the number of visitors’ attendance by combing weighted least square linear regression model and Monte-Carlo estimation;• Improved efficiency in creating statistical reports for governors by reducing 50% of time.

Procter & Gamble
Jan 2016 - Dec 2016Statistical Analyst• Designed, analyzed, programmed, and reported for clinical and consumer studies with working alongside project teams in the use of SAS, R, and JMP;• Provided statistical methodologies and programming supports for clinical and product research;• Improved and simplified internal non-statistical users data analysis experience by developing automated data process and statistical analysis webtools, such as Optimization Scheduling Appointment tool, Treatment Randomization tool, Exporting various source of data into JMP file with labels and formats, and Group and Cluster similar products;• Explored and demonstrated products comparisons, including similarity and cluster, based on consumer behaviors by using methods like perceptual mapping, Bayesian network and principal component analysis;• Helped product researchers to better understand and make decisions on millions of consumers comments in text mining and data mining;• Generated results by utilizing SAS ODS, SAS Graphics and SAS Reports in tables and visualized graphs interactively in both R and JMP;• Manipulated and managed data efficiently to enable statistical analysis;• Lower products costs significantly with similar customer favorite by searching costs from all combinations of product ingredient and statistics press from every PLS model. Show less

Cardinal Health
Jan 2017 - Feb 2017Sr Analyst, Advanced Analytics
Mr. Cooper
Feb 2017 - nowSr. Principal Portfolio Analyst (AVP)
Sept 2022 - nowPrincipal Portfolio Analyst
Sept 2019 - Sept 2022Sr. Portfolio Analyst
Feb 2017 - Sept 2019
Licenses & Certifications

SAS Certified Base Programmer Credential for SAS 9
SASApr 2015
SAS Certified Advanced Programmer Credential for SAS 9
SASSept 2015
Honors & Awards
- Awarded to Jing (Jade) LanSecond Prize Confucius Institute In 2013 "China Through My Eyes" Photo Contest.
Languages
- enEnglish
- maMandarin
- caCantonese
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