Vice President

• Sep 2018 - Present

Senior Risk Analyst

• Sep 2017 - Jul 2018

Complex Securities Analyst

• Feb 2016 - Jul 2017

• Conducted quality evaluation of complex securities such as exotic options, convertible bonds, performance-based awards, warrants and so on for financial reporting, tax and merger and acquisition purposes • Engaged in valuation of convertible debt securities with complex features and hybrid securities using quantitative techniques such as Monte Carlo simulation and multivariate statistics in MATLAB • Performed valuation and modeling of complex capital structures instruments, incentive stock compensation and embedded derivatives Show less

Risk Analyst Intern

• Jun 2015 - Sep 2015

• Experienced with big data and tried different methods to improve model performance and efficiency • Built gradient boosting machine (GBM) fraud model, and outperformed existing logistic regression model by over 30 percent • Compared GBM with other various techniques of data mining such as random forest and neural network • Held a training session for the modeling group to demonstrate work procedure and performance • Presented GBM research results to team • Experienced with big data and tried different methods to improve model performance and efficiency • Built gradient boosting machine (GBM) fraud model, and outperformed existing logistic regression model by over 30 percent • Compared GBM with other various techniques of data mining such as random forest and neural network • Held a training session for the modeling group to demonstrate work procedure and performance • Presented GBM research results to team

Internship

• Jun 2014 - Oct 2014

• Coordinated fund-raising product designs and drafted the preliminary assessment to demonstrate in the seminar. • Studied the IPO process in the over-the-counter market in order to standardize the criteria. • Sorted and dissected the financial statement of companies preparing for an IPO. • Coordinated fund-raising product designs and drafted the preliminary assessment to demonstrate in the seminar. • Studied the IPO process in the over-the-counter market in order to standardize the criteria. • Sorted and dissected the financial statement of companies preparing for an IPO.

Summer Intern

• May 2012 - Jul 2012

• Monitored serial research analysis in marketing new product line in hedge fund • Filed historical portfolio investment strategies associated with the market tendency • Collected, conducted and analyzed company daily transaction using Excel to generate fluctuation • Assessed and evaluated risk and hedging strategies for Noah Wealth Management. • Monitored serial research analysis in marketing new product line in hedge fund • Filed historical portfolio investment strategies associated with the market tendency • Collected, conducted and analyzed company daily transaction using Excel to generate fluctuation • Assessed and evaluated risk and hedging strategies for Noah Wealth Management.