Experience

Investment

• Investment Management
• 500 - 600 Employee

• Nordstrom — case study

  • Feb 2018 - Mar 2018

  • Valued the Nordstrom’s stock price by P/E model, P/B model and Multi-stage DDM. • Forecasted the trend of portfolio’s value according to the change of basis point in the market • Created the option strategy demanded, as in the money covered call and out of money covered call • Valued the Nordstrom’s stock price by P/E model, P/B model and Multi-stage DDM. • Forecasted the trend of portfolio’s value according to the change of basis point in the market • Created the option strategy demanded, as in the money covered call and out of money covered call



Quantitative Analysis

• Market Research

• Simulation Game—group project

  • Jan 2018 - Feb 2018

  • Figured out the utilization of 3 stations and enhanced the working efficiency of the factory • Predicted inventories usage by moving average method and made decisions on buying/selling machines • Gained revenue twice as much as the original cost through balancing the input and output • Figured out the utilization of 3 stations and enhanced the working efficiency of the factory • Predicted inventories usage by moving average method and made decisions on buying/selling machines • Gained revenue twice as much as the original cost through balancing the input and output



Essence Securities Co., Ltd

• China
• Investment Banking
• 200 - 300 Employee

• Security intern

  • Oct 2016 - Jan 2017

  • Applied V-lookup to find out the wrong information and collated it to maintain the data accuracy • Attended daily morning meeting and summarized the stock tendency analysis of financial analyst • Tracked industry trends and development through researching the latest analysis reports • Applied V-lookup to find out the wrong information and collated it to maintain the data accuracy • Attended daily morning meeting and summarized the stock tendency analysis of financial analyst • Tracked industry trends and development through researching the latest analysis reports



China Construction Bank

• Banking
• 700 & Above Employee

• Customer Service Department Intern

  • Sep 2016 - Oct 2016

  • Dealing with multiples tasks such as communicating with customers, introducing E-bank/mobile banking • Checked exchanged/national debt rate, provided information and sold national debts with group members • Dealing with multiples tasks such as communicating with customers, introducing E-bank/mobile banking • Checked exchanged/national debt rate, provided information and sold national debts with group members



stock market

• United States
• Online Media
• 100 - 200 Employee

• Personal Investment experience

  • May 2015 - Nov 2015

  • Invested 20,000 RMB in stock market and gained around 8000 profits • Researched the market trends and viewed financial ratios in the annual reports of different companies • Observed stock chart to predict trends, reviewed k-line chart to acquire the price range and found the perfect time to buy and sell • Invested 20,000 RMB in stock market and gained around 8000 profits • Researched the market trends and viewed financial ratios in the annual reports of different companies • Observed stock chart to predict trends, reviewed k-line chart to acquire the price range and found the perfect time to buy and sell