Senior Analyst

• Jan 2017 - Present

Analyst

• Feb 2016 - Dec 2016

Student

• Aug 2014 - Feb 2016

Equity Trading Intern

• Jun 2015 - Aug 2015

•Executed equity trades according to senior trader’s instruction; total amount under management was $63 million •Maintained research and study of macro-economic trends as well as industries of target stocks•Performed equity allocation and end-of-day trade reporting functions •Executed equity trades according to senior trader’s instruction; total amount under management was $63 million •Maintained research and study of macro-economic trends as well as industries of target stocks•Performed equity allocation and end-of-day trade reporting functions

Student Consultant

• Jan 2015 - May 2015

•Built database of global financial institutions, identifying segmentation and growth opportunities•Identified client needs to map WKFS products to customer preferences for risk, finance, and compliance •Assessed penetration of competitors through interviews with sales force, customers, and analysts reports •Built database of global financial institutions, identifying segmentation and growth opportunities•Identified client needs to map WKFS products to customer preferences for risk, finance, and compliance •Assessed penetration of competitors through interviews with sales force, customers, and analysts reports

Sales Management Officer

• May 2013 - Jul 2014

•Monitored sales and delinquency conditions by using Management Information Systems; composed and delivered comprehensive reports for senior management to strategically adjust•Provided semi-annual headcounts and monthly sales and commission projections for budgetary accountability•Designed and adjusted sales commission schemes and quarterly sales campaigns; drafted promotion guidelines for 1,000 team managers over pan China•Analyzed competitors and identified benchmark companies in micro financing industry•Collaborated with internal stakeholders and external partners for the launch of new SME products