Experience

Vanguard Investment Advisors (Shanghai) Investment Consultancy Company Limited

• Financial Services
• 1 - 100 Employee

• 投资策略分析师

  • Jul 2021 - Present

  中国 上海市



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Senior Investment Analyst - Institutional Investor Group

  • Nov 2019 - Apr 2021

  Malvern, Pennsylvania Open Architecture Portfolio Construction Asset Allocation

• Investment Management MBA program

  • Aug 2018 - Nov 2019

  Malvern, PA Investment Strategy Group; Fixed Income Group; Institutional Investor Group Projects: Advisor’s Alpha Global Rates relative value model Active FX strategy Open Architecture - manager search and oversight Portfolio construction and asset allocation



Yale School of Management

• United States
• Higher Education
• 400 - 500 Employee

• MBA Candidate

  • Aug 2016 - May 2018

  New haven



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Fixed Income Emerging Markets Research

  • Sep 2013 - Apr 2016

  Greater New York City Area Emerging Markets Corporate Strategy Research - Published and produced research reports on EM market trends and analysis on EM corporate debt - Improved clients experience by collaborating with regional analysts to design more efficient method of delivering monthly trade ideas to clients

• Analyst

  • Jul 2011 - Aug 2013

  Private Bank Product & Platform - Managed projects to enhance Investor Dashboard and successfully launched new interface to facilitate trade ideas from Solutions Desk to Investors - Coordinated across compliance, risk, technology and underwriters to implement operational changes due to new regulatory requirements



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management Summer Intern

  • Jun 2010 - Aug 2010

  Greater New York City Area