
Timeline
About me
BNP Paribas
Education

Cass business school
2019 - 2020Master's degree financeAsset Management; Derivatives and Risk Management; Fixed Income; Statistics in Finance; International Finance; Introduction to Pythons; Corporate Finance; Theory of Finance; Business Research Project: Building a binomial pricing model for convertible bonds.

Bangor university
2014 - 2018Bachelor's degree banking and finance 1st class honoursActivities and Societies: President of the Student Union, Bangor in China and achieved 3 awards Organised a summer volunteer teaching activity for disadvantaged children and achieved “Advanced Person Award” from the Chinese Government Achieved “Best Graduate Award” and two years International academic Scholarship
Experience

Bangor university
Nov 2014 - Sept 2016Vice president in student union, china campus• Established basic personnel structure and fostered relationships with local companies to secure over 100,000 RMB in bursaries.• Organized volunteer teaching activity in remote areas, earning a certificate of commendation from the Government.• Received local TV and press coverage, along with university awards, for impactful contributions.

Bank of china
Jul 2016 - Aug 2016Corporate finance internshipMonitored risk management and adjusted financial services with due diligenceExtended the client base and developed new customer relationships

中科招商投资管理集团股份有限公司
Jun 2017 - Sept 2017Private equity internship• Conducted valuation analysis using DCF and P/E models for an automobile manufacturing company• Researched and screened target companies in the intelligent manufacturing industry in the Guangdong-Hong Kong-Macau Greater Bay Area• Performed due diligence on companies to support investment decisions• Developed skills in financial modeling, research, and due diligence processes

Bank of china
Jun 2019 - Jul 2019International trading business internship
Elston consulting
May 2021 - May 2021Investment consulting internship- Accomplished financial products marketing and sales training and Bloomberg Terminal training;- Investigated Indices, ETFs and Portfolio strategies with cooperative companies such as FTSE Russell, State Street and Blackrock;- Created a permanent portfolio with ETFs and presented with teammates;- Undertook morning briefing about daily trends in the financial market.

Coinshares
Sept 2021 - Sept 2023Investor relations and product analyst• Responsible for all investor inquiries, covering topics such as market trends, product performance analysis, special events, terms and conditions, and other related concerns• Assisting with sales team with Factsheets, Requests for Proposals (RFP) and completing Due Diligence Questionnaires for institutional investors.• Revamped the product launching process and launched 10+ ETPs across the main European Exchanges as the project manager • Enhanced product development by monitoring market trends, streamlining operations, coordinating with service providers, and facilitating communications between stakeholders.• Leveraged Python and Excel to automate the production and distribution of error-free product data and performance analysis, significantly enhancing the efficiency of market communication processes.• Maintained regulatory compliance by managing relevant documents, aligning with MiFID and PRIIPs standards• Oversaw outsourcing projects, from issuing requests for tender to leading negotiations and managing partnerships, ensuring high-quality work was delivered in a timely manner Show less

Bnp paribas cib
Sept 2023 - nowLeading projects with offshore teams to reconcile the tradesP&L analysisExcel & Python to automate process
Control & Revenue Associate - Derivatives Execution & Clearing
Feb 2024 - nowAnalyst - Derivatives Execution & Clearing
Sept 2023 - Feb 2024
Licenses & Certifications

Chartered financial analyst (cfa)
Cfa instituteMar 2025
Chartered financial analyst (cfa) level 2
Cfa instituteJan 2023
Chartered financial analyst (cfa) level 1
Cfa instituteJul 2021
Financial modeling
Amt trainingOct 2019
Chartered financial analyst (cfa) level 3
Cfa instituteOct 2024- View certificate

Bloomberg market concepts
Bloomberg lpMay 2021
Languages
- enEnglish
- chChinese
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