Grace Tai

Quantitative Investment Strategies Team Member at Wharton Investment and Trading Group
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Contact Information
us****@****om
(386) 825-5501
Location
HK
Languages
  • English Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency
  • Chinese Native or bilingual proficiency

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Credentials

  • Level 2 Sport Climbing Training Certificate
    China Hong Kong Mountaineering and Climbing Union
    May, 2021
    - Nov, 2024
  • Level 1 Sport Climbing Training Certificate
    China Hong Kong Mountaineering and Climbing Union
    Dec, 2020
    - Nov, 2024

Experience

  • Wharton Investment and Trading Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Quantitative Investment Strategies Team Member
      • Feb 2023 - Present

      Develop projects and discuss academic literature and industry white papers on finance, statistics and machine learning, with an emphasis on signal research and portfolio optimization, while staying weary of practical issues in trading execution. Develop projects and discuss academic literature and industry white papers on finance, statistics and machine learning, with an emphasis on signal research and portfolio optimization, while staying weary of practical issues in trading execution.

  • UPenn Students Federal Credit Union
    • United States
    • Banking
    • 1 - 100 Employee
    • Director of Education, General Ledger
      • Feb 2023 - Present

      Educate new employees about the responsibilities of being a general ledger in weekly training sessions.

    • General Ledger
      • Jan 2023 - Present

      Conduct reviews on financial statements and resolve issues regarding transactions and record keeping.

    • Teller
      • Oct 2022 - Dec 2022

      Handled customer inquiries and requests as the face of the Credit Union.

  • Wharton Asia Exchange
    • United States
    • International Trade and Development
    • 1 - 100 Employee
    • Real Estate Team Member
      • Oct 2022 - Present

      Achieved Second Runner Up in the annual Wharton Asia Investments Stock Pitch Competition. Attended workshops on investment banking and the real estate sector, including valuation methods and thesis building. Achieved Second Runner Up in the annual Wharton Asia Investments Stock Pitch Competition. Attended workshops on investment banking and the real estate sector, including valuation methods and thesis building.

  • V'air Sustainability Education
    • Hong Kong
    • Non-profit Organizations
    • 1 - 100 Employee
    • Business Team Member
      • Sep 2022 - Present

      Facilitated meetings with partners (companies, institutions, NGOs, etc.) to formulate deals, host collaborative events and produce new services such as tour routes and workshops. Handled customer inquiries and adjusted service pricings according to customer data.

    • Business Team Intern
      • Jul 2022 - Aug 2022

  • Inter School Model United Nations Hong Kong
    • International Affairs
    • 1 - 100 Employee
    • Student Advisor
      • Jul 2020 - Present

      Oversaw the registration of ISMUNHK as a society, provided advice on community engagement, conference logistics, and partnerships.

    • Secretary General
      • Sep 2019 - Jul 2020

      Communicated with sponsors and partners such as UNESCO HK, Open University of Hong Kong about venue provision and merchandise purchases to lower costs. Introduced over 400 local students to Model UN, with the lowest participation fee amongst all local conferences.

    • Public Relations Director
      • Aug 2018 - Aug 2019

      Managed ISMUNHK's website and social media platforms, while being the first point of contact for all delegates and teacher advisors.

  • E-Concept
    • Hong Kong
    • E-learning
    • 1 - 100 Employee
    • Co-Founder and External Affairs Director
      • Aug 2020 - Present

  • KIDsforSDGs
    • Hong Kong
    • Education Administration Programs
    • 1 - 100 Employee
    • SDG Changemaker
      • Mar 2021 - Jul 2022

  • The Amplify Foundation
    • Hong Kong
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Senior Vice President, Engagement
      • Sep 2019 - Aug 2021

  • HFW
    • United Kingdom
    • Law Practice
    • 700 & Above Employee
    • Intern
      • Jul 2021 - Jul 2021

      Produced syntheses of legal documents and researched institutional changes for Partner Mr. Henry Fung, while analysing different cases under his guidance. Under the marketing team, planned events for clients. Produced syntheses of legal documents and researched institutional changes for Partner Mr. Henry Fung, while analysing different cases under his guidance. Under the marketing team, planned events for clients.

  • UNESCO Hong Kong Association Glocal Peace Centre
    • Hong Kong
    • Non-profit Organizations
    • 1 - 100 Employee
    • Intern
      • Jul 2020 - Aug 2020

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