Bio
Credentials
-
Cleared FRM I & II
GARP FRM Program
Experience
-
华泰证券
-
中国 上海市
-
Structure
-
Nov 2021 - Present
-
中国 上海市
-
-
-
中信证券
-
中国 上海市 浦东新区
-
Derivative Sales
-
Nov 2020 - Present
-
中国 上海市 浦东新区
-
-
-
美国道富银行
-
Greater Boston Area
-
Quantitative Risk Analyst
-
Jun 2018 - Sep 2019
-
Greater Boston Area
-
-
-
-
Research Analyst Intern
-
Jun 2017 - Aug 2017
• Created Matlab model to identify daily buy and sell signals among 500 best performing stocks in Shanghai Stock Exchange by analyzing VWAP indicator; validated methodologies implemented for potential investment decision making• Conducted in-depth research in Rebar industry, synthesized macroeconomic data and related governmental policies, drafted a research report covering the current trend of Rebar future contract for the second half of 2017, and made presentation of such information to senior manager
-
-
-
The Ohio State University
-
Columbus, Ohio Area
-
Student Instructional Assistant
-
Aug 2016 - May 2017
-
Columbus, Ohio Area
• Teach Precalculus recitation twice a week for up to 64 students in two sessions to walk through course materials and variable problem solving strategies• Hold office hours 4 hours per week• Design students’ weekly quizzes and evaluate their exams
-
-
-
-
Credit Risk Intern
-
May 2016 - Aug 2016
-
China
• Computed credit risk indicators and rates of return over 2 clients using Excel based on companies’ financial statements and DCF analysis for corporate loan projects with value over $2 million• Conducted due diligence investigation• Developed industry reports providing information about market risk to support decisions of credit approvers
-
-
-
-
Investment Banking Summer Analyst
-
May 2015 - Aug 2015
• Contributed in a TMT (Technology, Media, Telecom) enterprises’ public listing on National Equities Exchange and Quotations (NEEQ) using comparative company and precedent transaction methods• Conducted industry research by analyzing current trend of TMT Market via Wind Database• Worked with teams on conducting 1000+ documents on due diligence, and audited financial statements• Assisted in coordinating road show
-
-
Education
-
2017 - 2019Boston University Questrom School of Business
Master of Science - MS, Mathematical Finance -
2014 - 2017The Ohio State University
Bachelor of Science (BS), Financial Mathematics -
2011 - 2013Sun Yat-Sen University
Health/Medical Physics
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community