Experience

Saiga Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • Apr 2020 - Present

  Shanghai, China



Saola Capital Managment

• United States
• Individual and Family Services

• Investment Analyst

  • Jun 2016 - May 2019

  Greater New York City Area • Conduct in-depth bottom up fundamental research for selected Chinese companies listed in US, Hong Kong and A shares market. Mainly focus on companies in the Internet, video games, software and consumer industry. Conduct calls with management, channel check and build detailed three statement financial models. • Perform thorough industry research and produce reports for video games, live broadcasting and consumer goods sector. • Sourced and pitched long/short ideas in China space for… Show more • Conduct in-depth bottom up fundamental research for selected Chinese companies listed in US, Hong Kong and A shares market. Mainly focus on companies in the Internet, video games, software and consumer industry. Conduct calls with management, channel check and build detailed three statement financial models. • Perform thorough industry research and produce reports for video games, live broadcasting and consumer goods sector. • Sourced and pitched long/short ideas in China space for CIO, mainly in TMT, software and consumer goods industries. Show less



Huber Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Equity Analyst Intern

  • Feb 2014 - Aug 2014

  Greater Los Angeles Area • A long-only equity fund with AUM c. USD 4bn, specialize in US mid and small cap value strategies • Analyze historical financial information for selected mid and small cap stocks in sectors including energy, materials, engineering and construction, insurance and retail. Project their future financial data, build and update valuation model for them • Support the diligence process evaluating new equity investment and prepare reports and presentations for investment committee. • Complete… Show more • A long-only equity fund with AUM c. USD 4bn, specialize in US mid and small cap value strategies • Analyze historical financial information for selected mid and small cap stocks in sectors including energy, materials, engineering and construction, insurance and retail. Project their future financial data, build and update valuation model for them • Support the diligence process evaluating new equity investment and prepare reports and presentations for investment committee. • Complete analytical projects related to portfolio construction, investment strategy, performance attribution • Conduct extensive research and compile industry reports for the utility industry, oil and gas industry and engineering and construction industry. Analyze historical trend of industry margin profile and project future industry growth Show less



Acadian Asset Management

• United States
• Financial Services
• 200 - 300 Employee

• Intern

  • Jun 2013 - Aug 2013

  Boston • Worked in the Managed Volatility group (c. AUM USD 5bn). Researched on potential variations of the global managed volatility strategies which constantly outperformed benchmark index in past three years • Analyzed the effect of multiple factor constraints (including book value to market value ratio, EV/EBITDA and Shiller price-earnings (PE) ratio) on managed volatility portfolio through back testing the strategy on US and global equities; Analyzed trends of US equities Shiller PE ratios… Show more • Worked in the Managed Volatility group (c. AUM USD 5bn). Researched on potential variations of the global managed volatility strategies which constantly outperformed benchmark index in past three years • Analyzed the effect of multiple factor constraints (including book value to market value ratio, EV/EBITDA and Shiller price-earnings (PE) ratio) on managed volatility portfolio through back testing the strategy on US and global equities; Analyzed trends of US equities Shiller PE ratios time series across different industries and sub-industries • Built an application in Python and SQL to generate constrained low volatility portfolio series with a user-friendly interface. Analyzed the performance of the resulting portfolio series using statistical tools • Participated in Emerging Market Debt group daily meetings. Reviewed and documented economic data, market movements and investment decisions Show less



Caltech Seismological Laboratory

• Research Assistant

  • Jun 2012 - Aug 2012

  Pasadena, CA • Researched on using global climate model prediction to correct atmospheric noise in interferograms. Programmed in Python to process climate datasets and generate delay prediction. Performed statistical analysis to determine the quality of corrections • Finalist in Gee Family Poster Competition for presenting research results with poster presentation