Experience

Old Mission

• United States
• Financial Services
• 100 - 200 Employee

• Junior Quant Trader

  • Aug 2023 - Present



Summit Glory Investment Management

• United States
• Investment Management

• Investment Intern

  • Apr 2023 - Jul 2023



Envestnet, Inc

• United States
• Financial Services
• 700 & Above Employee

• Quantitative Reasearch Intern

  • Jun 2022 - Dec 2022



德邦证券 Topsperity Securities

• China
• Investment Banking
• 1 - 100 Employee

• Quantitative Investment Intern

  • Aug 2020 - Aug 2020

  • Back-tested traditional breakout strategy, such as moving average with a stop loss or take profit, R-breaker to the Index China 500 stock and options pools; resulted in active annual return of more than 18%. • Optimized trading strategy parameters using Monte Carlo Simulation, moving average, and autoregressive–moving-average to identify the best portfolio maximizing annual rate of return on UQER algo-trading platform. • Back-tested traditional breakout strategy, such as moving average with a stop loss or take profit, R-breaker to the Index China 500 stock and options pools; resulted in active annual return of more than 18%. • Optimized trading strategy parameters using Monte Carlo Simulation, moving average, and autoregressive–moving-average to identify the best portfolio maximizing annual rate of return on UQER algo-trading platform.



Luoshu Investments Co.

• Shanghai, China

• Quantitative Investment Intern

  • Jul 2020 - Jul 2020

  • Researched SSE Science and Technology Innovation Board (STAR) Market and analyzed related reports under the assumption of new stock investment to calculate the historical mean and variance of annual rate of return. • Developed profitable investment strategy for private investors to allocate funds and maximize annual rate of return across new STAR market stocks and lower-risk assets like the Shanghai Stock Exchange 50ETF. • Researched SSE Science and Technology Innovation Board (STAR) Market and analyzed related reports under the assumption of new stock investment to calculate the historical mean and variance of annual rate of return. • Developed profitable investment strategy for private investors to allocate funds and maximize annual rate of return across new STAR market stocks and lower-risk assets like the Shanghai Stock Exchange 50ETF.



Fosun 复星

• China
• Financial Services
• 700 & Above Employee

• Marketing Intern

  • Jul 2019 - Aug 2019

  • Collaborated with team to implement digital marketing tools for The Little Gym (Fosun acquisition) to improve customer experience and acquire new customers into company’s online private flows. • Led weekly presentation sessions to train The Little Gym operation team on leveraging digital media tools to transform online flows into real offline course payment. • Constructed and designed unique Fosun Streaming Instruction Manual containing comprehensive views of China’s current streaming environment to introduce new sales methods to all colleagues. Show less



BDO China-SHU LUN PAN Certified Public Accountants LLP

• China
• Accounting
• 200 - 300 Employee

• Accounting Intern

  • Jul 2018 - Aug 2018

  • Made audit work paper for Key Plastic Accessory Company for 2 weeks and focused on the vouching work • Filling in the detailed statement of Wuzhou International and understand how to read data from different forms • Sorted and filed audit work paper of last year’s annual report, which promotes communication and cohesiveness when working with other people • Made audit work paper for Key Plastic Accessory Company for 2 weeks and focused on the vouching work • Filling in the detailed statement of Wuzhou International and understand how to read data from different forms • Sorted and filed audit work paper of last year’s annual report, which promotes communication and cohesiveness when working with other people