Experience

JDT

• China
• IT Services and IT Consulting
• 300 - 400 Employee

• Product Manager

  • Sep 2020 - Present



CreditEase

• China
• Financial Services
• 300 - 400 Employee

• Financial Product Manager

  • Jul 2018 - Present

  • Managed the development of several online wealth management projects, including intelligent investment recommendation, children's education planning, personal financial status scanning, product evaluation (fund + bank financing products), and index valuation tools. For each project, designed financial logics behind, constructed and optimized the financial model to be based on, and took responsibility of tracking the overall software development life cycle from planning to testing. • Constructed quantitative models to evaluate mutual funds and hedge funds, taking into account of fund managers and fund management companies, developed a practical tool for online fund evaluation and ratings. • Provided and implemented the continuous marketing plan of online financial products(fund & fund portfolios), including the design and development of landing pages, the continuous update of product recommendation, and enhancing user transformation through directional push, optimization of landing pages, writing promotion articles, etc. • Enhanced the online application that helped investment consultants make asset allocation plans for investors by improving the individual risk questionnaire and the allocation result. Kept updating the backtesting result on the asset allocation guide in order to give more correct expected results for investors. Show less



Ying Mi Wealth Management Co.,Ltd.

• Beijing City, China

• Quantitative Analyst

  • Jul 2016 - Jun 2018

  • Constructed different quantitative investment strategies to manage mutual fund portfolios (like FOF), including MPT, Black-Litterman, Risk Parity, multi-factor models, sector rotation and top fund selection models. Launched two fund portfolios on the platform, each brought AUM above 10 millions in a short period. • Cooperated with asset management companies working on new strategies, gave advice and improved strategies. Provided on-going support by data provision and validation. • Kept daily monitoring portfolio adjustment signals. Adjusted portfolios with correct information on time. • Analyzed investment performance and style of fund managers, built up a quantitative system to evaluate the performance of fund portfolios and individual funds involved. The key results are shown as indicators, ‘5D fund managers score’ and fund/portfolio tags on the website. •According to the product requirement from asset management companies, provided quantitative tools to help them evaluate mutual funds, including automatic calculation of various quantitative indicators related to return, risk, adjusted return, investment style, stability, and star ranking. Show less



MiCai Inc.

• Beijing City, China

• Financial Analyst

  • Sep 2015 - Jun 2016

  • Analyzed international macro-environment, built up a quantitative system for overseas ETFs evaluation. • Completed monthly report by reviewing the performance of the optimized portfolio and its underlying assets each month. • Constructed and improved various asset allocation strategies, applied them in China market respectively and carried out a list of sensitivity analysis. • Participated in product design, by providing portfolio risk estimation and designing individual risk questionnaire, and matched investors’ risk appetite with different portfolio risk levels. Show less



FleishmanHillard

• United States
• Public Relations and Communications Services
• 700 & Above Employee

• Branding and Technology Intern (Business Analyst)

  • Jul 2013 - Sep 2013