Jing Shu
Intern at Bank of China USA- Claim this Profile
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Bio
Credentials
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Uconn Student Managed Fund Best Stock Pitch
University of ConnecticutApr, 2023- Nov, 2024 -
Financial Risk Manager (FRM) Part I
Global Association of Risk Professionals (GARP)Jan, 2023- Nov, 2024 -
FactSet Essentials: Core Products
FactSetDec, 2021- Nov, 2024 -
Bloomberg Market Concepts Certification
BloombergOct, 2021- Nov, 2024
Experience
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Bank of China USA
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United States
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Banking
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100 - 200 Employee
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Intern
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Jun 2023 - Present
1. Coordinated and compiled Head Office reporting, Regulatory reporting (OCC) and Board and Committee related reporting on the audit progress and issue management status. 2. Designed and streamlined manual workflow to achieve data visualization for management’s review and reporting on various tasks. 3. Participated in audit projects including collaborating in evidence collection, fieldwork testing, and identifying gaps and issues. 1. Coordinated and compiled Head Office reporting, Regulatory reporting (OCC) and Board and Committee related reporting on the audit progress and issue management status. 2. Designed and streamlined manual workflow to achieve data visualization for management’s review and reporting on various tasks. 3. Participated in audit projects including collaborating in evidence collection, fieldwork testing, and identifying gaps and issues.
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BH Asset Management LLC
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United States
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Financial Services
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1 - 100 Employee
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Quantitative Financial Analyst Intern
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Mar 2023 - May 2023
1. Compared different strategies by extracting market and transaction data to generate query and holding files which were used to generate return performance for various strategies with VBA 2. Provided effective strategies by uploading holding files to Bloomberg to analyze portfolio attribution with PORT function 3. Developed strategies to mitigate risks and vulnerabilities which were identified by stress testing with R 1. Compared different strategies by extracting market and transaction data to generate query and holding files which were used to generate return performance for various strategies with VBA 2. Provided effective strategies by uploading holding files to Bloomberg to analyze portfolio attribution with PORT function 3. Developed strategies to mitigate risks and vulnerabilities which were identified by stress testing with R
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University of Connecticut School of Business
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United States
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Higher Education
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100 - 200 Employee
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Consumer Credit Project
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Jan 2023 - May 2023
1. Extracted, scaled, and filled the missing consumers’ data (in Python) by applying Python packages (sklearn.preprocessing/sklearn.impute) , achieving data splitting(train/test), and missing data filling to prepare for machine learning inputs(data of consumers’ 10 features) and target(consumer default probability) 2. Trained two models (in Python) using DecisionTreeClassifier and RandomForestClassifier; Tuned many hyperparameters (criterion/max_depth/max_leaf_nodes, etc.) to achieve higher… Show more 1. Extracted, scaled, and filled the missing consumers’ data (in Python) by applying Python packages (sklearn.preprocessing/sklearn.impute) , achieving data splitting(train/test), and missing data filling to prepare for machine learning inputs(data of consumers’ 10 features) and target(consumer default probability) 2. Trained two models (in Python) using DecisionTreeClassifier and RandomForestClassifier; Tuned many hyperparameters (criterion/max_depth/max_leaf_nodes, etc.) to achieve higher accuracy for the models 3. Processed and analyzed large datasets, based on data of consumers’ 10 features (in Excel); Applied highest accuracy model to improve consumer default probability prediction accuracy (72% accuracy with DecisionTreeClassifier), guiding bank’s lending decision making & financial losses aversion Show less 1. Extracted, scaled, and filled the missing consumers’ data (in Python) by applying Python packages (sklearn.preprocessing/sklearn.impute) , achieving data splitting(train/test), and missing data filling to prepare for machine learning inputs(data of consumers’ 10 features) and target(consumer default probability) 2. Trained two models (in Python) using DecisionTreeClassifier and RandomForestClassifier; Tuned many hyperparameters (criterion/max_depth/max_leaf_nodes, etc.) to achieve higher… Show more 1. Extracted, scaled, and filled the missing consumers’ data (in Python) by applying Python packages (sklearn.preprocessing/sklearn.impute) , achieving data splitting(train/test), and missing data filling to prepare for machine learning inputs(data of consumers’ 10 features) and target(consumer default probability) 2. Trained two models (in Python) using DecisionTreeClassifier and RandomForestClassifier; Tuned many hyperparameters (criterion/max_depth/max_leaf_nodes, etc.) to achieve higher accuracy for the models 3. Processed and analyzed large datasets, based on data of consumers’ 10 features (in Excel); Applied highest accuracy model to improve consumer default probability prediction accuracy (72% accuracy with DecisionTreeClassifier), guiding bank’s lending decision making & financial losses aversion Show less
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UConn Student Managed Fund
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United States
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Investment Management
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1 - 100 Employee
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Portfolio Manager
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Jul 2022 - May 2023
1. Do stock valuation by Discounted Cash Flow model, stock fundamental analysis by financials(balance sheets, income statement, etc). 2. Monitor risk by through derivative securities such as options and futures. 3. Adopt a top down, bottom up approach utilizing macroeconomic theory, valuation methods and financial statement analysis, collected undervalued and prospective equities for portfolio construction 4. Built to optimize a diversified portfolio utilizing DCF, DDM, FCFF, relative… Show more 1. Do stock valuation by Discounted Cash Flow model, stock fundamental analysis by financials(balance sheets, income statement, etc). 2. Monitor risk by through derivative securities such as options and futures. 3. Adopt a top down, bottom up approach utilizing macroeconomic theory, valuation methods and financial statement analysis, collected undervalued and prospective equities for portfolio construction 4. Built to optimize a diversified portfolio utilizing DCF, DDM, FCFF, relative valuation method& efficient frontier analysis with Excel, reducing overall risk while improve return for our portfolio 5. Apply stop loss measure to protect any unrealized gains, risk management techniques by calculating value at risk metrics (VaR), expected shortfall, Sharp Ratio, Treynor ratio, to determine the risk per unit of return with Excel, Python, R programming, realizing timely protection for investor’s profit under unexpected events 6. Managed $1 million of endowment money to invest in S&P 500 stocks based on above analysis and led team presentation to explain portfolio alpha and performance attribution with Bloomberg, with profit of 0.53% from Oct, 2022 to Feb, 2023 Show less 1. Do stock valuation by Discounted Cash Flow model, stock fundamental analysis by financials(balance sheets, income statement, etc). 2. Monitor risk by through derivative securities such as options and futures. 3. Adopt a top down, bottom up approach utilizing macroeconomic theory, valuation methods and financial statement analysis, collected undervalued and prospective equities for portfolio construction 4. Built to optimize a diversified portfolio utilizing DCF, DDM, FCFF, relative… Show more 1. Do stock valuation by Discounted Cash Flow model, stock fundamental analysis by financials(balance sheets, income statement, etc). 2. Monitor risk by through derivative securities such as options and futures. 3. Adopt a top down, bottom up approach utilizing macroeconomic theory, valuation methods and financial statement analysis, collected undervalued and prospective equities for portfolio construction 4. Built to optimize a diversified portfolio utilizing DCF, DDM, FCFF, relative valuation method& efficient frontier analysis with Excel, reducing overall risk while improve return for our portfolio 5. Apply stop loss measure to protect any unrealized gains, risk management techniques by calculating value at risk metrics (VaR), expected shortfall, Sharp Ratio, Treynor ratio, to determine the risk per unit of return with Excel, Python, R programming, realizing timely protection for investor’s profit under unexpected events 6. Managed $1 million of endowment money to invest in S&P 500 stocks based on above analysis and led team presentation to explain portfolio alpha and performance attribution with Bloomberg, with profit of 0.53% from Oct, 2022 to Feb, 2023 Show less
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Act Analytics
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Canada
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Financial Services
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Capstone Project
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Feb 2022 - May 2022
1. Research, survey and summarize academic documents related to ESG indexes and policies’ influence on finance industry, developed summary reports for future reference 2. Collect reliable market price data, risk-free rate, and ESG index price data, utilizing CAPM, Fama-French 3/5 factor model, and GARCH model to analyze ESG Index with R programming in order to seek for Alpha of ESG investing 3. Summarize the consequences and conclude how can ESG optimize portfolio -helping to reduce… Show more 1. Research, survey and summarize academic documents related to ESG indexes and policies’ influence on finance industry, developed summary reports for future reference 2. Collect reliable market price data, risk-free rate, and ESG index price data, utilizing CAPM, Fama-French 3/5 factor model, and GARCH model to analyze ESG Index with R programming in order to seek for Alpha of ESG investing 3. Summarize the consequences and conclude how can ESG optimize portfolio -helping to reduce overall portfolio risk Show less 1. Research, survey and summarize academic documents related to ESG indexes and policies’ influence on finance industry, developed summary reports for future reference 2. Collect reliable market price data, risk-free rate, and ESG index price data, utilizing CAPM, Fama-French 3/5 factor model, and GARCH model to analyze ESG Index with R programming in order to seek for Alpha of ESG investing 3. Summarize the consequences and conclude how can ESG optimize portfolio -helping to reduce… Show more 1. Research, survey and summarize academic documents related to ESG indexes and policies’ influence on finance industry, developed summary reports for future reference 2. Collect reliable market price data, risk-free rate, and ESG index price data, utilizing CAPM, Fama-French 3/5 factor model, and GARCH model to analyze ESG Index with R programming in order to seek for Alpha of ESG investing 3. Summarize the consequences and conclude how can ESG optimize portfolio -helping to reduce overall portfolio risk Show less
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University of Connecticut School of Business
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United States
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Higher Education
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100 - 200 Employee
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Stock Trak Competition
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Jan 2022 - Apr 2022
1. Monitor portfolio for sudden price movements or new developments for potential rebalancing of assets, non-financial current events identify new market trends, writing related reports showed to other teammates for them to review and oversee any investment opportunity or any risk signal 2. Analyze company quarter report and annual report to learn how its products drive its revenue, summarizing different companies’ products, compared with market trends to check whether the company has… Show more 1. Monitor portfolio for sudden price movements or new developments for potential rebalancing of assets, non-financial current events identify new market trends, writing related reports showed to other teammates for them to review and oversee any investment opportunity or any risk signal 2. Analyze company quarter report and annual report to learn how its products drive its revenue, summarizing different companies’ products, compared with market trends to check whether the company has potential growth space or not 3. Optimize portfolio by Excel and Python to decide asset allocation which maximizes Sharp Ratio of portfolio 4. Rank top 5 among the 18 groups with returns exceeding S&P 500 by about 1.37% between Jan.2022 and Apr.2022 Show less 1. Monitor portfolio for sudden price movements or new developments for potential rebalancing of assets, non-financial current events identify new market trends, writing related reports showed to other teammates for them to review and oversee any investment opportunity or any risk signal 2. Analyze company quarter report and annual report to learn how its products drive its revenue, summarizing different companies’ products, compared with market trends to check whether the company has… Show more 1. Monitor portfolio for sudden price movements or new developments for potential rebalancing of assets, non-financial current events identify new market trends, writing related reports showed to other teammates for them to review and oversee any investment opportunity or any risk signal 2. Analyze company quarter report and annual report to learn how its products drive its revenue, summarizing different companies’ products, compared with market trends to check whether the company has potential growth space or not 3. Optimize portfolio by Excel and Python to decide asset allocation which maximizes Sharp Ratio of portfolio 4. Rank top 5 among the 18 groups with returns exceeding S&P 500 by about 1.37% between Jan.2022 and Apr.2022 Show less
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CITIC Securities Company Limited
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China
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Investment Banking
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700 & Above Employee
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Sales Associate
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Jul 2020 - Mar 2021
1. Achieved CNY 500K sales of customized hedge fund products, resulting in 7-10% annual returns for clients 2. Collected and analyzed sales data (in Excel) to support pricing-strategies & business-decisions development 3. Maintained and enhanced customers relationship with a diverse 20-individual client base; Led presentations to promote fund products’ awareness to high-net-worth clients 4. Developed and published comprehensive financial-analysis reports/charts (in Morningstar, Excel)… Show more 1. Achieved CNY 500K sales of customized hedge fund products, resulting in 7-10% annual returns for clients 2. Collected and analyzed sales data (in Excel) to support pricing-strategies & business-decisions development 3. Maintained and enhanced customers relationship with a diverse 20-individual client base; Led presentations to promote fund products’ awareness to high-net-worth clients 4. Developed and published comprehensive financial-analysis reports/charts (in Morningstar, Excel) to customers Show less 1. Achieved CNY 500K sales of customized hedge fund products, resulting in 7-10% annual returns for clients 2. Collected and analyzed sales data (in Excel) to support pricing-strategies & business-decisions development 3. Maintained and enhanced customers relationship with a diverse 20-individual client base; Led presentations to promote fund products’ awareness to high-net-worth clients 4. Developed and published comprehensive financial-analysis reports/charts (in Morningstar, Excel)… Show more 1. Achieved CNY 500K sales of customized hedge fund products, resulting in 7-10% annual returns for clients 2. Collected and analyzed sales data (in Excel) to support pricing-strategies & business-decisions development 3. Maintained and enhanced customers relationship with a diverse 20-individual client base; Led presentations to promote fund products’ awareness to high-net-worth clients 4. Developed and published comprehensive financial-analysis reports/charts (in Morningstar, Excel) to customers Show less
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Financial Analyst Intern
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Jul 2018 - Sep 2018
1. Analyze research reports of brokerages to determine quality fund products and managers 2. Assist in the research of new energy vehicle funds and apply multiple performance attribution analysis models 3. Assist in organizing product promotions and roadshows to develop potential investors 1. Analyze research reports of brokerages to determine quality fund products and managers 2. Assist in the research of new energy vehicle funds and apply multiple performance attribution analysis models 3. Assist in organizing product promotions and roadshows to develop potential investors
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Bank of Hangzhou Co., Ltd.
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China
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Banking
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1 - 100 Employee
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Assistant of Reception Manager
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Feb 2017 - Mar 2017
1. Promote investment products based on different risk preference, risk tolerance and financial status of customers 2. Reach the value of 100,000 Yuan sales of investment products during the internship 3. Receipt clients with inquiries about diverse bank business and call to inform the update of their accounts 1. Promote investment products based on different risk preference, risk tolerance and financial status of customers 2. Reach the value of 100,000 Yuan sales of investment products during the internship 3. Receipt clients with inquiries about diverse bank business and call to inform the update of their accounts
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Education
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2021 - 2023
University of Connecticut
Master's degree, Financial Risk Management -
2016 - 2020
Zhejiang University of Finance& Economics
Bachelor's degree, English Language and Literature/Letters & Finance
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