Project Manager

• Jan 2020 - Present

Financial Analyst

• May 2019 - Aug 2019

Senior Investment Product Analyst

• Jun 2018 - Apr 2019

• Prepared monthly performance appraisal reports to document analytical strategies and presented results of analytical findings to consultants and clients. • Analyzed numerous statistics including standard deviation, Sharpe ratio, tracking error and others financial statistics. Created and onboarded new client portfolio plans. • Produced style analysis, attribution analysis, peer comparison, rebalance spreadsheets, new composite and hybrid policy construction and other ad-hoc reports for consultants and clients.

Practicum Consultant

• Sep 2017 - Dec 2017

• Pro-bono financial consulting project for Better Together STL, a nonprofit think tank serving St. Louis region. • Led 6 team members to develop projections of e-commerce impact on government revenue for over 90 municipalities in St. Louis region based on R programming. • Visualized predictive model results that provide business insights for the client. • Pro-bono financial consulting project for Better Together STL, a nonprofit think tank serving St. Louis region. • Led 6 team members to develop projections of e-commerce impact on government revenue for over 90 municipalities in St. Louis region based on R programming. • Visualized predictive model results that provide business insights for the client.

Staff Auditor - Financial Services Operation

• Oct 2015 - May 2017

• Winner of FY17 Q3 EY ExCEED Award Greater China. • Performed various financial review procedures for major corporate clients in financial services industry, including banks, insurance companies and asset management companies. • Provided analytical opinions on financial documents and administrative policies during Pre-IPO process. • Led, coordinated and supervised 4 staff members on a rural commercial bank annual audit. • Conducted credit analysis, internal control review, and other substantive tests.

Personal Relationship Assistant, RBWM Premier

• Jun 2014 - Aug 2014

• Interned as Personal Relationship Assistant in Retail Banking and Wealth Management, Premier Center. • Assisted in providing cross-sell bank products and services to customers. • Checked the Cash In and Out Register Book and Cash Letter. • Interned as Personal Relationship Assistant in Retail Banking and Wealth Management, Premier Center. • Assisted in providing cross-sell bank products and services to customers. • Checked the Cash In and Out Register Book and Cash Letter.

Research Associate Intern

• Jan 2014 - Feb 2014