Experience

Jia Law Group

• United States
• Law Practice
• 1 - 100 Employee

• Business Intelligence Associate

  • Nov 2022 - Feb 2023

  New York, United States Integrated and analyzed 2K+ sales and marketing data from multiple sources to perform deep-dive analyses on results, and highlight trends, gaps, and opportunities, such as using data-driven analysis to drive customer insights and actions to broaden the firm strategy. Implemented and maintained weekly/monthly reporting and provided actionable insights for the management. Monitored the accuracy and efficient distribution of reports, analytics, dashboards, and other intelligence essentials… Show more Integrated and analyzed 2K+ sales and marketing data from multiple sources to perform deep-dive analyses on results, and highlight trends, gaps, and opportunities, such as using data-driven analysis to drive customer insights and actions to broaden the firm strategy. Implemented and maintained weekly/monthly reporting and provided actionable insights for the management. Monitored the accuracy and efficient distribution of reports, analytics, dashboards, and other intelligence essentials through Tableau, CRM, and SQL. Conducted social media analysis, studied advertisement article clicking rates, and web analytics to help the firm with better propaganda and pricing strategy. Show less



Everbright Securities

• China
• Investment Banking
• 200 - 300 Employee

• Summer Analyst

  • Apr 2021 - Jul 2021

  Guangdong, China Conducted due diligence, and comparable IPO analysis, and prepared pitch documentation and roadshows. Analyzed industry outlook, business valuation, competitive landscape, financial metrics, and capital markets to examine the feasibility of going public using financial prediction of market scale and DCF. Collected, cleaned, and validated large data of bank currency flow statements (500 million transactions) to expose 20% of suspicious transactions by using Python and SQL, which also… Show more Conducted due diligence, and comparable IPO analysis, and prepared pitch documentation and roadshows. Analyzed industry outlook, business valuation, competitive landscape, financial metrics, and capital markets to examine the feasibility of going public using financial prediction of market scale and DCF. Collected, cleaned, and validated large data of bank currency flow statements (500 million transactions) to expose 20% of suspicious transactions by using Python and SQL, which also resulted in a 30% workload reduced. Show less



Merchants Ping’an Asset Management Co., Ltd.

• Financial Data Analyst

  • Sep 2020 - Mar 2021

  Guangdong, China Engaged in a $10 million collateralized asset transaction, evaluated the buy-in price on assets, and proposed liquidation approaches and turnaround strategies for non-performing assets using NPV and IRR. Conducted stress tests on multiple products and developed predictive modeling to forecast future revenue streams.