Experience

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  China-co management consulting ltd.

  Oct 2012 - Dec 2012

  Business analyst/junior consultant
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  Chongqing wangjianmuzhai beverage ltd. (startup valued at 2.5 million equivalent usd)

  Jan 2013 - Dec 2016

  Co-founder & cfo

  • Managed around 50 employees and expanded the business into another province;• Responsible for making and executing the business plan, and raised around 710K USD from venture capital investors

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  Chongqing sino-israel fund (venture capital with aum of 115 million equivalent usd)

  Dec 2016 - Jan 2018

  Assistant general manager

  • Worked closely with the general manager, associates, advisors, and legal counsel to implement goals and objectives.• Sourced, identified, evaluated, recommended, and monitored private equity investments.• Participated totally in seven deals, all of which were valued together around one billion USD.• Rendered M&A advisory service and management consulting service to portfolio companies as part of post-investment management. • Performed industry analysis and due diligence on potential investment opportunities.• Negotiated legal and business terms and conditions in partnership agreements.• Drafted four investment proposals to present to the investment committee.• Participated in investment strategy drafting. Show less

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  Point-set topology (chongqing) corporate management ltd.

  Jan 2018 - Apr 2019

  Executive director

  • Offered financial advisory services to clients, and specialized in going public in Hong Kong exchange (A food service company trying to go public in HK and a bullet train inspection equipment manufacturer seeking venture capital funding) • Performed desk research to evaluate foreign market entry opportunities for clients (An online gaming company entering the Indian market)• Evaluated small business acquisition deal for a client (boutique furniture factory acquisition in Italy)

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  Bank of guizhou(hk.6199, ranked 45th in china and 270th globally by the banker magazine in 2020)

  Apr 2019 - Mar 2021

  •Responsible for making the annual investment strategy and setting the annual research agenda •Managed both the investment team and the product team to issue financial products and to manage the raised money•Maintained the relationships with other financial institutions and regulatory bodies on behalf of the department•Served as a member of different investment committees for the department and for the whole bank •Realized AUM growth from one billion to 3.3 billion equivalent USD (187%) within 16 months•With the general manager, together crafted the strategy for the asset management business of the whole bank•Re-established the investment process, guidelines, policies, and protocols•Led a group of more than 20 people to perform User Acceptance Test(UAT) on two bank-wide IT systems

  • Professional Manager of Asset Management Department at the Bank Headquarter

    Mar 2020 - Mar 2021

  • Vice-General Manager of Asset Management Department at the Bank Headquarter

    Apr 2019 - Mar 2020
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  Kwang hua capital(weizhiguanghua fund management ltd\未之光华私募基金管理有限公司)

  Mar 2021 - now

  Fund manager

  •First fund product under management(Registration No. SVG316) achieved annualized return 30%+, annualized volatility 19.87%, max drawdown 8.92%, and Sharpe ratio 1.11, updated on Dec. 31st 2022•Responsible for developing/coding asset allocation strategy and performance analysis, and based on those researches, designed fund products for both perspective institutional clients and retail HNW individuals •Responsible for developing/coding Multi-factor equity investment strategies in Chinese markets, with machine learning models, like XGboost, adaboost, and PCA •Conducted industry analysis research as part of strategy development•Assisted the initial marketing team to raise the starting capital equivalent to four million CAD ,and majorly responsible for subsequent fundraising from seed funds, FoFs, and HNW individuals•Maintained public relations with regulatory bodies and primary brokerage firms•Current experience qualifies for application fund management-related licence in multiple jurisdiction: Canada, USA, China, Hong Kong etc.•Familiar with the full stack IT skills to build the quantitative hedge fund infrastructure including the backtesting framework, the database system, machine learning environment and Linux server cluster Show less