Experience

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  BTS Asset Management

  • Greater Boston Area

  • Research Analyst

    • Jan 2019 - Present
    • Greater Boston Area

    1. Interpret mutual fund data and prepare plans of action for the investment decision process and the next action taken for a fund in an investment committee2. Create and update quarterly reports which analyzes returns and volatilities of funds created within BTS compared to a suitable industrial benchmark to help marketing promote products to the public3. Build portfolios and to balance risk and return for performance optimization4. Build links between Excel, PowerPoint and Publisher to automate financial analytic model updates to ensure accuracy and improve efficiency5. Participate in collaboration with clients and external investment bankers to further BTS’s investment objectives6. Conduct back-testing to compare the effectiveness of technical indicators for individual funds selected in portfolio, such as CCI, MACD and KDJ indicator7. Migrate reporting system from Evestment to Morningstar, compared calculation methodology of ratios and adjust data for integrity, explain difference in between for customer’s better understanding

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  Capital One

  • Wilmington, Delaware

  • Financial Analyst

    • May 2018 - Jan 2019
    • Wilmington, Delaware

    1. Issued and advised Standby and Trade Letters of Credit for domestic and international transactions.2. Negotiated credit agreement language with internal and external counsel as it relates to Letters of Credit.3. Acted as point of contact for clients conducting Import, Export, and Standby related business transactions.4. Challenged the current well-managed processes to be more proactive and effective, increased profit.5. Identified and resolved issues as well as escalated to direct and senior management considering the regulatory, financial and operational risk associated with trade transactions, corrected problematic transactions.

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  Tulane University

  • Greater New Orleans Area

  • Research Assistant

    • Sep 2017 - Dec 2017
    • Greater New Orleans Area

    1. Cooperated with Wharton School of the University of Pennsylvania on building shareholder letters database.2. Coordinated and collected input data, checked data integrity, verified, analyzed, and communicated output data.3. Monitored model results, assisted with testing database model, and helped to improve the accuracy of the model.

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  Shanghai Credit Information Services Co. Ltd.

  • Shanghai City, China

  • Credit Investigator

    • Jul 2017 - Aug 2017
    • Shanghai City, China

    1. Collected and summarized monthly information of 800+ P2P institutions in China within recent five years to help build a database for the company2. Wrote reports about comparisons between two largest P2P credit rating websites regarding to the credit rating formula and nine rating indicators each, assisting IT department to create an authoritative credit rating formula for P2P throughout China

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  L'Oréal

  • Shanghai City, China

  • Marketing & Supply Chain Intern

    • Mar 2016 - Jun 2016
    • Shanghai City, China

    1. Responsible for creating 200+ commodity codes for new products.2. Distributed next-month product quantities to ten countries in the APAC region and communicated with production and marketing departments in those countries to adjust promptly to market change.3. Generated monthly, quarterly and mid-year management reports, analyzed and forecasted sales volume. analyze both historical and forecasting results, and make business recommendations.

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  SCHINDLER ELEVATOR

  • Shanghai City, China

  • Planning Department Intern

    • May 2015 - Nov 2015
    • Shanghai City, China

    1.Input statistical data in SAP system and output contract orders, and timely communicated with production department2.Cooperated with sales department to obtain order confirmation3.Filled in form of declaration, contacted couriers to pickup, conducted process of express declaration, and confirmed with foreign contacts concerning progress