Data Science

• Apr 2023 - Present

Senior Data Scientist

• Apr 2021 - Apr 2023

▪ Participated in a Google Design Sprint to build the MVP of a niche site for clients focusing on product research▪ Discovered insights that differentiate our products through a competitive analysis and created data infographics▪ Launched the “Portfolio Like You” lead program (client segmentation and product recommendation) among Sales organization, leading to 60% overall sales growth Y/Y▪ Led a team of engineers and data scientists to deploy content recommender on capgroup.com using Databricks and conducting A/B test, increasing Click-Through-Rate by 250%▪ Published data-driven industry and investment insights in client facing material Show less

Data Scientist

• Oct 2018 - Apr 2021

▪ Served as Lead Data Scientist in the early stage of launching a news website, including leading the consolidation ofanalytics’ infrastructure with IT leaders, designing the user engagement dashboard and improving the topic subscriptionfeature working with SME, product manager, UI design, and engineering team▪ Predicted the likelihood of portfolio consultation subscription to identify prospects and tailored outreach message throughShapley Value, increasing the subscription conversion rate from 7% to 21% Show less

Data Scientist

• Aug 2015 - Sep 2018

US Fund Distribution ▪ Built in-house fuzzy matching model (Pattern Matching algorithms and Random Forest) that matches external client data (demographics, portfolio, etc.) with internal CRM data with 95% matching rate, enriching data for existing clients representing $6T Asset opportunity and also introducing new prospective clients with $37M projected revenue ▪ Redefined meaningful web visitor universe by identifying anonymous visitors as likely clients based on web behavior through biased bagging SVM model; also conduct digital media channel ROI analysis using the model output and reshaped paid media investment strategy of fiscal year 2018 with $20M budget ▪ Developed end-to-end marketing campaign ROI analysis pipeline, including creating synthetic control group using KNN, generating ROI measurement visualization and campaign invitation list ▪ Designed and built single-view-of-client data mart using SQL, allowing execution of client centric strategies ▪ Created self-service analytics dashboard for Sales and Marketing Managers via interactive visualization tool (Qliksense), enabling decentralized analytics and data-driven client lead generation Show less

Quantitative Research Assistant

• Sep 2014 - Jan 2015

▪ Developed automated process to consolidate raw data from 300+ excel files into one definitive data file using R ▪ Conduct statistical analysis on the impact of demographics on climate change perception with R ▪ Developed automated process to consolidate raw data from 300+ excel files into one definitive data file using R ▪ Conduct statistical analysis on the impact of demographics on climate change perception with R

Analyst Intern, Management Consulting

• Aug 2012 - Oct 2012

▪ Designed Enterprise Performance Management System using Economic Value Added Model for a Fortune 200 company ▪ Identified client’s operational risk in Purchasing Logistics through research, client meetings and surveys ▪ Designed Enterprise Performance Management System using Economic Value Added Model for a Fortune 200 company ▪ Identified client’s operational risk in Purchasing Logistics through research, client meetings and surveys

Analyst Intern, Corporate Finance

• Jun 2012 - Jul 2012

Financial Services—Corporate Finance Financial Services—Corporate Finance

Public Relations Executive Intern, Marketing

• Jul 2010 - Aug 2010

Luxury-brand Division—YUE SAI Luxury-brand Division—YUE SAI