Senior Associate

• Jul 2020 - Present

Treadata Information System Intern

• Apr 2018 - Jul 2018

Duties: • Analyzed the data from • company's database; • Reported the result to mentor and made a changing on a personal model; • Wrote a report every fifteen days; Achievements: • Improved the skill of programming language; • Got familiar with having nice and efficient communication Duties: • Analyzed the data from • company's database; • Reported the result to mentor and made a changing on a personal model; • Wrote a report every fifteen days; Achievements: • Improved the skill of programming language; • Got familiar with having nice and efficient communication

Financial Market Department & Private Bank Department Intern

• Jan 2018 - Apr 2018

Financial Market Department: Private Bank Department: • Participated in the operational projects such as bonds, bulk commodity, and foreign exchange. • Explored how to use trading operating software, such as WFT and Morgan’s trading operating system. • Got familiar with the valet business of private bank. • Learned how to price the product by applying Markowitz Model • Collaborated with colleagues on selling products like Privately Offered Fund and Sunshine Private Fund Financial Market Department: Private Bank Department: • Participated in the operational projects such as bonds, bulk commodity, and foreign exchange. • Explored how to use trading operating software, such as WFT and Morgan’s trading operating system. • Got familiar with the valet business of private bank. • Learned how to price the product by applying Markowitz Model • Collaborated with colleagues on selling products like Privately Offered Fund and Sunshine Private Fund

Commercial Banking Department Intern

• Jun 2015 - Aug 2015

Duties: •Evaluated the sales revenue, profitability, short-term liquidity and long-term solvency from the indicator as per the Financial Statements to determine the financial healthiness of quite a few loan clients in a wide range of industries; •Reported to the superintendent on problems detected, such as potential financial accounting frauds, for more detailed investigation; •Analyzed reports on the general economic trend, industrial profile and news comments in support of loan client investigations and loan granting decisions by the Department Chief; •Attended periodic department meetings to summarize problems detected and solved for the last period to acquire more investigating skills, methods and experience. Achievements: •Developed rudimentary working experience, social experience, and industrial awareness; •Got familiar with the organizational structure, reporting line, departmental workflow and the corporate culture of a typical commercial bank; •Touched on first line operation of commercial banking service, especially loan granting service; •Grew more interest in financial and economic events.