Experience

CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Equity Research Intern

  • Jan 2021 - May 2021



China Merchants Securities Co., Ltd.

• China
• Financial Services
• 500 - 600 Employee

• Fund Research Intern

  • Aug 2020 - Nov 2020

  • Collected the data of worldwide mutual fund industry through Bloomberg to analyze overseas innovative mutual fund products, including leveraged ETF, actively managed ETF, and alternative liquidity mutual funds. • Established an evaluation system for partial-equity mutual funds, and conducted the quantitative evaluation of more than 1,000 actively managed partial-equity funds based on the Jansen index, Sharpe ratio, Information ratio and other indicators. • Researched the development of… Show more • Collected the data of worldwide mutual fund industry through Bloomberg to analyze overseas innovative mutual fund products, including leveraged ETF, actively managed ETF, and alternative liquidity mutual funds. • Established an evaluation system for partial-equity mutual funds, and conducted the quantitative evaluation of more than 1,000 actively managed partial-equity funds based on the Jansen index, Sharpe ratio, Information ratio and other indicators. • Researched the development of domestic and foreign FOF, participated in the establishment of a FOF database, and independently completed an investment value analysis report of a target-date fund. Show less



Industrial Securities Co., Ltd.

• China
• Financial Services
• 1 - 100 Employee

• Quantitative Research Intern

  • Mar 2020 - Jun 2020

  • Analyze the strategic asset allocation strategies and the tactical asset allocation strategies used by China’s mutual funds. • Conduct the data backtesting process on stocks to evaluate frequently-used quantitative trading strategies, such as the moving average strategy and the BEYR market timing strategy.



CITIC Futures

• China
• Financial Services
• 1 - 100 Employee

• Derivatives Trainee

  • Aug 2019 - Sep 2019

  Xiamen • Designed hedging plans by futures and OTC options to realize customized risk management for trading companies. • Conducted fundamental analysis to estimate the intrinsic value of commodity futures, such as Iron Ore futures and Steel Rebar futures. • Collected the information regarding the industry chain, the supply and the demand of Urea to provide potential hedging strategies and arbitrage strategies about the newly-launched Urea future.



Industrial and Commercial Bank of China

• China
• Banking
• 700 & Above Employee

• Financial Assistant

  • Jan 2019 - Feb 2019

  Fuzhou • Analyzed daily data of sub-branches’ new clients using E-banking service to identify potential customers in Fuzhou. • Measured the Key Performance Indicator (KPI) for each sub-branch based on the collected data.



Industrial Securities Co., Ltd.

• China
• Financial Services
• 1 - 100 Employee

• IPO Project Assistant

  • Jul 2018 - Aug 2018

  Fuzhou • Participated in the IPO project of the leading fabless semiconductor company in China: Conducted IPO due diligence process, reviewing the company’s detailed financial data from its financial statements. Gathered the information about the main shareholders of the company to disclose related party transactions.