Trading and Research Analyst - Technology Product Team

• Sep 2020 - Present

- Managed a virtual portfolio with a starting value of HKD500,000 - Researched and recommended stock investment opportunities in weekly pitch - Traded stocks using technical, fundamental, and quantitative analysis - Managed a virtual portfolio with a starting value of HKD500,000 - Researched and recommended stock investment opportunities in weekly pitch - Traded stocks using technical, fundamental, and quantitative analysis

Investment Analyst

• Sep 2021 - Present

Fund Accountant - Fund Administration

• Mar 2022 - Aug 2022

Accountant Trainee

• Jun 2021 - Aug 2021

Audit Services Department - Assisted in the creation of financial statements and reports (both annual and interim) - Documented all audit procedures, and stayed up to date with current law and regulations - Prepared and handed in profit tax return for clients Audit Services Department - Assisted in the creation of financial statements and reports (both annual and interim) - Documented all audit procedures, and stayed up to date with current law and regulations - Prepared and handed in profit tax return for clients

Apprentice and Head of Internal Affairs - AlphaGen

• Oct 2020 - Aug 2021

- Applied data science knowledge including cloud computing, container, and APIs to real-world wealth management and financial practice e.g. Mandatory Provident Fund (MPF) - Leverage alternative data on sentiment analysis, return forecasting and backtesting, risk management, black-box model interpretation through real-world practice (powered by AWS Educate) - Oversaw the organization of the society and the coordination of the committee - Organized the Crypto Portfolio Challenge 2020 which is about investing in cryptocurrency using algorithmic strategy

Business Development Assistant

• Jun 2020 - Aug 2020

- Studied and analyzed competitors’ market behavior and strategies, including different study tour program pricing, schedule, and keep updated on market trends - Developed ideas, recommendations and plans to contribute to the optimization of business development strategies - Created and implemented massive mailings and support with other business development campaigns - Studied and analyzed competitors’ market behavior and strategies, including different study tour program pricing, schedule, and keep updated on market trends - Developed ideas, recommendations and plans to contribute to the optimization of business development strategies - Created and implemented massive mailings and support with other business development campaigns

Winter Intern

• Jan 2020 - Jan 2020

- Solved different types of cases related to asset management and insurance by practicing in groups - Solved different types of cases related to asset management and insurance by practicing in groups

Executive Assistant, Human Resource Department

• May 2019 - Jul 2019

- Assisted data collection, data input, data analysis, and compilation of statistical reports and prepared statistical tables, graphs, and charts - Assisted in the collection and analyzing management information, and in the preparation of management reports - Assisted data collection, data input, data analysis, and compilation of statistical reports and prepared statistical tables, graphs, and charts - Assisted in the collection and analyzing management information, and in the preparation of management reports