Summer Finance Intern

• Jun 2023 - Present

•Utilized Wind software to analyze relevant bond and company information and maintained records. •Prepared weekly morning reports, involving multiple tables and data analysis using Excel formulas. •Analyzed funding conditions, institutional behavior, and leverage spreads to perform leverage ratio checks. •Participated in weekly meetings and contributed to the review of the previous month's performance while providing insights for the upcoming month. •Organized quarterly, weekly, and annual portfolio reports using PowerPoint, Word, and Excel. Conducted multi-faceted analysis on bond accounts, including duration, credit ratings, and industry analysis. •Utilized the EDB function in the THS iFind tool to compile, update, and analyze data from the U.S. market, including macroeconomic data such as industry trends, consumer spending patterns, and GDP. •Compiled and summarized data on open-end funds on a weekly basis. •Calculated bond account subscription, redemption, and purchase data, and determined the net position after reconciliation to identify borrowing (negative) or lending (privileged/discounted) status daily. •Calculated the floating profit and loss of bonds for the next trading day based on trading net price and valuation net price. Show less

Research Assistant

• Mar 2023 - May 2023

• Assessed complexities of games based on the number of switches participants made across time. • Used Python and Excel to help organize and analyze data. • Assessed complexities of games based on the number of switches participants made across time. • Used Python and Excel to help organize and analyze data.

Peer Ambassador

• Sep 2021 - Dec 2021

・Collaborated with teammates to create a positive environment for customers. ・Met, greeted, and assisted guests and provided directions to specific departments and buildings. ・Provided accurate and detailed descriptions of services, facility features, and hours of operation. ・Liaised with partner venues to manage events and deliver on key metrics. ・Maintained professionality and efficiency while working closely with leadership. ・Responded to requests for information from media or designated appropriate spokespeople or information sources for requests. ・Worked within web content management systems. Show less

Finance Intern

• Jun 2021 - Sep 2021

・Collaborated with supervisors and submitted reports and spreadsheets for review. ・Completed thorough research into different topics and prepared reports detailing information obtained and relevant insights. ・Greeted office visitors, provided information, and directed to appropriate personnel. ・Worked in various departments to gain hands-on experience, including the Finance department and the Human Resources department. ・Assisted with answering telephone calls, managing databases, and drafting correspondence. ・Compiled, modeled, and reported on data for senior staff. ・Leveraged Microsoft Word and PowerPoint to prepare reports, presentations, and articles. Show less

Sales Department

• Sep 2020 - Dec 2020