Qizhong Jin

VP at CITIC Securities
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area
Languages
  • English Full professional proficiency
  • Chinese Native or bilingual proficiency

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Bio

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Credentials

  • CFA Level 3 Candidate
    CFA Institute
    Jun, 2021
    - Nov, 2024
  • Capstone: Retrieving, Processing, and Visualizing Data with Python
    Coursera
    Nov, 2019
    - Nov, 2024
  • Using Databases with Python
    Coursera
    Oct, 2019
    - Nov, 2024
  • Using Python to Access Web Data
    Coursera
    Sep, 2019
    - Nov, 2024
  • Python Data Structures
    Coursera
    Jul, 2019
    - Nov, 2024

Experience

  • CITIC Securities
    • China
    • Investment Banking
    • 100 - 200 Employee
    • VP
      • Sep 2021 - Present

  • HFR
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Associate Director, Quantitative Research
      • Dec 2019 - Present

      • Manager of an industry-leading investible Liquid Alternatives index. Responsible for index methodology development, sub-strategy indices design, performance attribution analysis, turnover control, and rebalancing.• Overall daily management of the firm's index funds. Responsible for the full life cycle of fund management process, from portfolio construction, fund screening, back-testing, asset allocation optimization, to execution, and reconciliation.

    • Senior Analyst
      • Jan 2017 - Dec 2019

      • Responsible for assisting institutional clients in index construction and customized investment solutions.• Conducted product planning and research on potential investible index across a wide spectrum of alternative funds, separate accounts, UCITS, and model portfolios.• Enhanced the efficiency of portfolio management by automating analytical research and modeling (e.g. cluster analysis, persistency studies, optimization, and Monte Carlo simulation) on large scale datasets and delivered periodic reports to support investment decision-making. Show less

    • Research Analyst
      • Jan 2015 - Dec 2016

  • Riverside Portfolio Management, L.L.C. (HFR company)
    • Miami/Fort Lauderdale Area
    • Research Analyst
      • Jun 2014 - Jan 2015

  • Ashoka
    • United States
    • Civic and Social Organizations
    • 500 - 600 Employee
    • Financial Analyst
      • Aug 2013 - Feb 2014

Education

  • The George Washington University - School of Business
    Master of Science (MS), Master of Science in Finance
    2012 - 2014
  • Renmin University of China
    Bachelor of Arts (B.A.), Business Administration and Management, General
    2008 - 2012

Community

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