Experience

• 

  中信银行

  Jul 2017 - Sept 2017

  Financial advisor

  Financial Advisor• Participated in the team to help the clients analyze various investment strategies and recommend financial products according to their risk appetites• Helped clients to create investment strategies based elimination of financial risk and building long term wealth

• 

  Industrial bank co., ltd.

  Jul 2019 - Aug 2019

  Asset management consultant

  Asset Management Consultant, Asset Management Team, Bank Collaborating Center• Participated in the management of the financing projects of the bank with responsibility for the public offering bonds and private offering bonds: did due diligence, conducted feasibility analysis, and coordinated the arrangement of various departments• Participated in asset trading platforms. Used professional knowledge, including basic knowledge of finance, fixed income market, equity market, and securities investment funds, to evaluate the analysis of fund products and provide strong support for the launch of financial products• Took care of position building and business file management and focused on statistical work including valuation for funds and data analysis on market positions of bonds Show less

• 

  Altair

  Aug 2019 - Jul 2020

  Data analyst

  Data Assistant, Data Analytics Team, Department of Product Design• Participated in the sales analysis project for Bayer and applied Knowledge Studio, Python to integrate and analyze facts and figures for sales in China and then described sales forecasts over the next season• Utilized R language to visualize quarterly sales and find linear regression model between different factors which could influence sales• Used and built the Linear regression model, classification method, clustering analysis, and associations during the data analysis process. The linear regression model was used to find correlations between sales and different potential factors that might influence company sales. The classification method was used to classify these factors into broader categories, such as regional factors and financial factors. Clustering analysis was used to find the similarity structure among these cases. Association technique was used to find types of medicine that were often purchased simultaneously.• Took care of the reports of the information about the industry, market, competitor, and related videos’ translations Show less

• 

  平安银行股份有限公司

  Apr 2021 - now

  Trading assistant

  1. Analyzed factors that will affect the rate of lending/borrowing active bonds and inactive bonds, such as quantity, time difference between publish date and current date, etc. Discovered correlations between these predictors and the rate of bond lending/borrowing between financial institutions and non-bank financial institutions.2. Analyzed Pledge-Style Repo for the major analogue of our department and the potential opportunity of cooperating with these institutions based on the transaction amount, rate, duration, and type of institutions. 3. Analyzed OMO for the past three years and discovers the probability of 5-year and 10-year treasury bond rate going up or down based the quantity of overnight Repo. Figured out benchmark for traders to do long trades and short-selling.4. Did credit rating for local governments that are publishing LGBs and ranked them based on their credit rating score to see which area’s LGB is more valuable and has higher liquidity.5. Calculated weighted average YTM and weighted average duration for local governments that are publishing LGBs for the past two years. Compared YTMs with corresponding treasury bonds’ YTM which has similar duration. Discovered the trend of rate spread to see which LGB is more valuable to be invested. Show less