Yuhao (James) J.

Experience

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  Gwater

  May 2020 - Jul 2020

  Financial Summer Analyst

  Compiled an in-depth 7,500-word financial analysis report, scrutinizing company’s audit reports and financial statements from 2016 to 2019, serving as a pivotal component in the decision-making process for the company's $620 million round C financingUtilized Excel for efficient data loading and data visualization, transforming complex results into a user-friendly format for company stakeholders

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  Guotai Junan Securities Co., Ltd

  Jul 2020 - Sept 2020

  Equity Research Intern

  Collaborated with chief analyst on the report assessing competitiveness of New Energy Vehicle manufacturing industry and Yutong Bus Co., Ltd.’s equity research, indirectly driving an 11.2% rise on Yutong’s stock price in August 2020Prepared content for New Energy Vehicle (NEV) Chief Analyst's roadshows, employing Excel to clean, analyze, and visualize China’s NEV policy evolutions from 2010 to 2020, enhancing the roadshow’s impact

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  China Asset Management Co., Ltd.

  Jul 2021 - Aug 2021

  Quantitative Summer Analyst

  Led team of four to code and backtest two multi-factor stock selection models that yielded 69.31% annualized returns and 66.7% win rate, providing a quantitative strategy that surpasses CSI300 Index tracking with enhanced returnsUtilized Python to devise filters that pinpointed 10 prime stocks out of 300, leveraging key factors and executing comprehensive backtesting with designed selection models using historical stock return data, validating model criteriaSelf-taught JoinQuant quantitative trading platform in a week to write Python scripts and conduct comprehensive tests on various market timing strategies, identifying low-latency trend line as the optimal strategy Show less

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  Guotai Junan Securities Co., Ltd

  Jun 2022 - Aug 2022

  Research Assistant

  Compiled python codes to validate asymmetry measures from Stock Return Asymmetry: Beyond Skewness using historical stock data, enriching researcher’s quantitative analysis by informing and refining stock selection modelApplied Python Scikit-learn to standardize stock return data, ensuring precision of validating proposed measures

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  Mercury Insurance

  Jun 2023 - Aug 2023

  Product Analyst

  Researched and delivered a quantitative risk mitigation solution targeting 10 segments responsible for disproportionate early water loss on company’s homeowner insurance, reducing company’s Net Incurred Loss amount by $4.27 millionApplied CatBoost and Gradient Boosting model to train 190,000 rows of data, yielding predictive model that identifies 72.09% early water loss cases correctly, providing solid support for segmentation analysisLeveraged Python Pandas, Numpy, Random to preprocess and manipulate data, reducing overall missing value ratio from 17.9% to 0%, selecting 74 vital features out of 935, contributing data completeness and quality for modeling Show less

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  Mercury Insurance

  Feb 2024 - now

  Product Analyst II