Business Analyst

• Nov 2018 - Nov 2019

Investment Analyst

• Oct 2016 - Feb 2017

• Conducted optoelectronic information industry research, monitoring key financial and operational performance indicators, projected future trends and identified opportunities; • Designed $45 million product based on equities research, prepared the relevant documents for application and delivered presentations to potential investors; • Created financial reports based on analysis, including application of the funds, profit model, management analysis, implementation plans, and future… Show more • Conducted optoelectronic information industry research, monitoring key financial and operational performance indicators, projected future trends and identified opportunities; • Designed $45 million product based on equities research, prepared the relevant documents for application and delivered presentations to potential investors; • Created financial reports based on analysis, including application of the funds, profit model, management analysis, implementation plans, and future benefit assessment; • Ran company’s website and social media and increased the brand awareness Show less • Conducted optoelectronic information industry research, monitoring key financial and operational performance indicators, projected future trends and identified opportunities; • Designed $45 million product based on equities research, prepared the relevant documents for application and delivered presentations to potential investors; • Created financial reports based on analysis, including application of the funds, profit model, management analysis, implementation plans, and future… Show more • Conducted optoelectronic information industry research, monitoring key financial and operational performance indicators, projected future trends and identified opportunities; • Designed $45 million product based on equities research, prepared the relevant documents for application and delivered presentations to potential investors; • Created financial reports based on analysis, including application of the funds, profit model, management analysis, implementation plans, and future benefit assessment; • Ran company’s website and social media and increased the brand awareness Show less

Loan Analyst

• Jun 2016 - Aug 2016

• Evaluated companies’ balance sheets, assessed the risk and communicated with clients to recommend products and payment plans; • Analyzed monthly profit by managing weekly sales report which tracks sales activity and revenue; • Provided detailed loan report and kept liaising with clients to update CRM database • Evaluated companies’ balance sheets, assessed the risk and communicated with clients to recommend products and payment plans; • Analyzed monthly profit by managing weekly sales report which tracks sales activity and revenue; • Provided detailed loan report and kept liaising with clients to update CRM database

Marketing Analyst

• May 2014 - Dec 2015

Start-up company in Retail Industry • Developed target customer profiles and data-driven marketing campaigns for 35% increase in sales; • Successfully launched the new product by analyzing market trends, profitability and user research • reports, resulting in over 10% net profit margin; • Identified business process inefficiencies and coordinated solutions with sales and tech department to improve operational management; • Maintained CRM database and provided consultant services for… Show more Start-up company in Retail Industry • Developed target customer profiles and data-driven marketing campaigns for 35% increase in sales; • Successfully launched the new product by analyzing market trends, profitability and user research • reports, resulting in over 10% net profit margin; • Identified business process inefficiencies and coordinated solutions with sales and tech department to improve operational management; • Maintained CRM database and provided consultant services for company growth and maximum profitability Show less Start-up company in Retail Industry • Developed target customer profiles and data-driven marketing campaigns for 35% increase in sales; • Successfully launched the new product by analyzing market trends, profitability and user research • reports, resulting in over 10% net profit margin; • Identified business process inefficiencies and coordinated solutions with sales and tech department to improve operational management; • Maintained CRM database and provided consultant services for… Show more Start-up company in Retail Industry • Developed target customer profiles and data-driven marketing campaigns for 35% increase in sales; • Successfully launched the new product by analyzing market trends, profitability and user research • reports, resulting in over 10% net profit margin; • Identified business process inefficiencies and coordinated solutions with sales and tech department to improve operational management; • Maintained CRM database and provided consultant services for company growth and maximum profitability Show less