Experience

Coders Data

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Financial Analyst

  • Mar 2020 - Present

  Responsibility: • Explored investment opportunities by analyzing past financial data of US Bio-Tech companies • Created profit plans and financial models to predict potential gain and losses for future investment • Worked with other members of the financial team to analyze previous investment Contribution: • Helped the Coders Data made a 17% monthly return by suggesting for investing in a medical lab company • Used detailed projections to prevent a possible loss for stopping a bad investment



Citi

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Jun 2018 - Aug 2018

  Responsibility: • Helped senior financial analysts complete financial models and analyzed the quarterly reports of 3 companies in the Chinese healthcare industry • Collected and analyzed data from the foreign exchange market • Led a team of three in a presentation about changing from an aggressive investment strategy to a conservative investment strategy in China Contribution: • Increased monthly return by 3% from the last month through correctly predicting the upward trend of the Chinese healthcare market • Provided strong supports for the management team to change their investment strategies



Soochow Securities Co., Ltd.

• China
• Financial Services
• 100 - 200 Employee

• Financial Analyst

  • Jun 2017 - Sep 2017

  Responsibility: • Analyzed financial condition of a pre-IPO company • Assisted my supervisor in completing investment pitches by collecting data from companies' annual reports • Collected and analyzed data from Chinese Real Estate Market Contribution: • Helped a client make a 20% annual return from the Chinese real estate market by correctly predicting the trend • Created a new portfolio combination to help Soochow Securities increase the sales of financial products by 4.5%