Shi Cheng

Experience

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  PING AN

  May 2021 - Jul 2021

  Financial Management Program Intern

  •Set up and coded an international reimbursement platform via Python, considering floating exchange rates and special tax refund rules, and optimized the overseas reimbursement efficiency, effectively reducing the accounting cycle by 70%.•Classified current accounts for the company’s related transactions from Jan 2019 to Jul 2021 via Excel modeling, used PivotTable to process and analyze data and check the associated accounts, and processed over 2 million transactions.• Formulated 14 charts and tables via Tableau and designed 37-page slides for the conference between the company and Shenzhen Nanshan Tax Bureau on the discussion and analysis of preferential tax policies for high-tech champion enterprises. Show less

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  Penghua Fund Management Co., Ltd.

  Feb 2022 - Apr 2022

  Equity Research Analyst

  •Coordinated with the Equity Capital Market team to conduct due diligence and quantitative & qualitative analysis (such as DCF models and multi-factor models), evaluated the equity values of pre-IPO companies in the healthcare industry.•Analyzed the comparative advantages of emerging medical companies based on annual reports, stock market performance, and preferential policies; and wrote reports to assist the Senior Analysts in the rearrangement of the medical sector.

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  Fullgoal Fund Management Co., Ltd.

  Jun 2022 - Aug 2022

  Business Data Analyst

  •Analyzed the Matthew effect in the Chinese mutual funds market. Collated 184 Chinese mutual funds’ excess returns rate in EQ funds and FX funds over 5 years (2018-2022), made a comparative analysis of the obtained data, and wrote a report. •Optimized the funds’ daily auto-update forms based on Wind Financial Terminal; extracted, transformed, and loaded the financial data of Fullgoal's 14 flagship fund products via Python; compared their performance with the Shanghai Composite index.•Designed and coded fund investment plan analysis table using R to analyze the returns differences between the automatic investment plan and one-time investment in different periods, and drafted brochures on the advantages of it.•Generated automatic Subscription Return Statements via Python as daily marketing materials for account managers. Show less

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  Columbia University

  Sept 2023 - now

  Researcher
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  Bosera Asset Management (International) Co.

  May 2024 - now

  Quantitative Trading Intern