Peter Sun,FRM,FMVA
Analyst (Artificial Intelligence) at iResearch- Claim this Profile
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English Professional working proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Yong Wang
I had the pleasure to know Peter when he participated in Ohio University's graduate-level international marketing course. Peter is a very intelligent young scholar with a team-driven mind. He produced a very interesting video in the final project that impressed the project client. I recommend Peter to organizations that need a future leader.
Yong Wang
I had the pleasure to know Peter when he participated in Ohio University's graduate-level international marketing course. Peter is a very intelligent young scholar with a team-driven mind. He produced a very interesting video in the final project that impressed the project client. I recommend Peter to organizations that need a future leader.
Yong Wang
I had the pleasure to know Peter when he participated in Ohio University's graduate-level international marketing course. Peter is a very intelligent young scholar with a team-driven mind. He produced a very interesting video in the final project that impressed the project client. I recommend Peter to organizations that need a future leader.
Yong Wang
I had the pleasure to know Peter when he participated in Ohio University's graduate-level international marketing course. Peter is a very intelligent young scholar with a team-driven mind. He produced a very interesting video in the final project that impressed the project client. I recommend Peter to organizations that need a future leader.
Credentials
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Research Programme on Finance
University of CambridgeSep, 2022- Oct, 2024 -
Principles of Artificial Intelligence
Peking UniversityJun, 2022- Oct, 2024 -
Introduction to Machine Learning—Duke University
CourseraMar, 2022- Oct, 2024 -
Machine Learning for All—University of London
CourseraMar, 2022- Oct, 2024 -
Financial Modeling & Valuation Analyst (FMVA®)
Corporate Finance Institute® (CFI)Feb, 2022- Oct, 2024 -
Financial Risk Manager (FRM®)
Global Association of Risk Professionals (GARP)Feb, 2020- Oct, 2024 -
Microsoft Office Specialist—Master on Microsoft Office 2016 Certification
MicrosoftSep, 2019- Oct, 2024 -
Microsoft Office Specialist—Outlook 2016
MicrosoftSep, 2019- Oct, 2024 -
Microsoft Office Specialist—PowerPoint 2016
MicrosoftSep, 2019- Oct, 2024 -
Microsoft Office Specialist—Word 2016 Expert
MicrosoftSep, 2019- Oct, 2024 -
Microsoft Office Specialist—Excel 2016 Expert
MicrosoftAug, 2019- Oct, 2024 -
CDA Certificate-Business Data Analyst
CDA InstituteJul, 2019- Oct, 2024 -
Ethics in AI
BrightTALKFeb, 2019- Oct, 2024 -
What is Data Science?
CourseraDec, 2018- Oct, 2024 -
Data Science Orientation
CourseraDec, 2018- Oct, 2024 -
Microsoft Learning Azure Day Completion Certificate
MicrosoftDec, 2018- Oct, 2024 -
Wharton Online Alumni
Wharton OnlineOct, 2018- Oct, 2024 -
Data-driven Decision Making—PwC
CourseraDec, 2016- Oct, 2024 -
The Global Financial Crisis—Yale University
CourseraAug, 2016- Oct, 2024 -
Introduction to Financial Accounting—Wharton School, University of Pennsylvania
CourseraApr, 2016- Oct, 2024 -
Effective Financial Risk Management
Learning.ly from The Economist GroupFeb, 2016- Oct, 2024 -
EFSET EXPRESS High Proficiency (CEFR C1/C2)
EF Education FirstDec, 2015- Oct, 2024 -
Financial Markets—Yale University
Coursera Verified CertificatesOct, 2015- Oct, 2024 -
The Power of Macroeconomics: Economic Principles in the Real World—University of California, Irvine
CourseraJul, 2015- Oct, 2024 -
LOMA 280 Principles of Insurance
LOMAMay, 2015- Oct, 2024 -
Certificate Of Security Qualification (Basic knowledge of securities market；Securities Investment Fund；Security Exchange；Securities Investment Analysis；Securities issuance and underwriting)
Securities Association of ChinaNov, 2014- Oct, 2024
Experience
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iResearch
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United States
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Market Research
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100 - 200 Employee
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Analyst (Artificial Intelligence)
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Mar 2018 - Present
●Responsible for the research in the field of Artificial Intelligence. ●Collecting information, analyzing data, sorting out industry chain, studying the development strategy and business model of representative enterprises, analyzing the market and user scale. ●Writing industry report (2018 China's AI + Finance Industry Report) ●Participate in making China's New Generation of Artificial Intelligence Development Report—Ministry of Science and Technology ●Maintaining business relationship and keeping long-term communication. Show less
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Industrial and Commercial Bank of China
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China
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Banking
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700 & Above Employee
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Customer Service Manager
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Sep 2011 - Dec 2017
●Developed and implemented financial plans for individuals by utilizing knowledge of investment strategies, securities, insurance and real estate. ●Prepared and submitted client’s financial plan documentation. ●Maintained contact with client, revising plan as required to reflect modified client needs or financial market changes. ●Conducted research on various investment products to recommend the most suitable ones to consumers. ●Developed and implemented financial plans for individuals by utilizing knowledge of investment strategies, securities, insurance and real estate. ●Prepared and submitted client’s financial plan documentation. ●Maintained contact with client, revising plan as required to reflect modified client needs or financial market changes. ●Conducted research on various investment products to recommend the most suitable ones to consumers.
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Education
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2017 - 2020
University of International Business and Economics
Master's degree, Finance, General -
2007 - 2011
Capital University of Economics and Business
Bachelor’s Degree, Economics -
2010 - 2010
Ohio University
Exchange Program, Business Administration and Management, General
Community
