Sales Trader

• Mar 2021 - Present

Investment Banking Intern

• Oct 2020 - Jan 2021

Assist project personnel in underwriting and issuing fixed-income products such as financial bonds Continue to track the financial bond market, sort out capital market information, and provide research support for bond underwriting business Assist the IPO project to conduct industry research and related company background investigations Assist project personnel in underwriting and issuing fixed-income products such as financial bonds Continue to track the financial bond market, sort out capital market information, and provide research support for bond underwriting business Assist the IPO project to conduct industry research and related company background investigations

Consultant Intern (Digital Finance)

• Sep 2020 - Nov 2020

Participated in building strategies for a leading automobile manufacturer's new digital workshop: Evaluate the client's current accounting system and the development direction of digital finance workshop Responsible for analyzing the feasibility of each step to make cooperation strategic planning in the long term Participated in building strategies for a leading automobile manufacturer's new digital workshop: Evaluate the client's current accounting system and the development direction of digital finance workshop Responsible for analyzing the feasibility of each step to make cooperation strategic planning in the long term

Transportation Industry Research Intern

• Aug 2020 - Oct 2020

Responsible for collection and analysis of relevant data and information; carried out market analysis, basic analysis of the company's products, channels and market share; Participated in the in-depth reports of SF Holding, Shanghai Pudong Airport and airport duty-free industry Responsible for collection and analysis of relevant data and information; carried out market analysis, basic analysis of the company's products, channels and market share; Participated in the in-depth reports of SF Holding, Shanghai Pudong Airport and airport duty-free industry

Blockchain and Crypto Investment Analyst Intern

• Feb 2020 - Jul 2020

Fundamental analysis and research on cryptocurrencies (MakerDao, Insolar, Hnadshake, BOLT) Write investor reports and weekly market analysis newsletter on cryptocurrencies Reach out to blockchain companies for due diligence Write project research summary about tokens (Insolar) Fundamental analysis and research on cryptocurrencies (MakerDao, Insolar, Hnadshake, BOLT) Write investor reports and weekly market analysis newsletter on cryptocurrencies Reach out to blockchain companies for due diligence Write project research summary about tokens (Insolar)

ML/AI Research Assistant for COVID19 drive-thru kiosks testing project

• Mar 2020 - May 2020

Use Python to find the address of new drive-thru kiosks termly Use Python to find the address of new drive-thru kiosks termly

Analyst

• Oct 2019 - Mar 2020

Served as a project analyst in Community Consulting Lab, conducted market analysis and work out a growth strategy for a local non-profit company Served as a project analyst in Community Consulting Lab, conducted market analysis and work out a growth strategy for a local non-profit company

Financial Engineering Researcher

• Feb 2019 - May 2019

Downloading required financial data from Uqer platform; Mining and Cleaning the data using Python; Building Multi-factor back test using Commodity Trading Advisor Strategy etc; Directly instructed by the top Python and Matlab expertise Doctor Wang Xiaochuan Downloading required financial data from Uqer platform; Mining and Cleaning the data using Python; Building Multi-factor back test using Commodity Trading Advisor Strategy etc; Directly instructed by the top Python and Matlab expertise Doctor Wang Xiaochuan

Customer Relations Manager

• May 2018 - Sep 2018

Led a team of 5 analyst interns to formulate asset allocation plan for young families of 3 and won final competition Led team of 4 to implement knowledge management process including onboarding and career management Led a team of 5 analyst interns to formulate asset allocation plan for young families of 3 and won final competition Led team of 4 to implement knowledge management process including onboarding and career management

Investment Banking Assistant

• Jun 2017 - Aug 2017

Built 3 mathematical models to predict market size and competitive landscape for new product line of 3 clients Built 3 mathematical models to predict market size and competitive landscape for new product line of 3 clients