Experience

Wenzhou-Kean University

• Higher Education
• 100 - 200 Employee

• Research Assistant

  • Apr 2022 - Present

  Searched and classified the relevant literature related to the topic of digital skills and summarized them Searched and classified the relevant literature related to the topic of digital skills and summarized them



HuaAn Securities Co. Ltd., Research Division

• China
• Investment Banking
• 1 - 100 Employee

• Assistant of Account Management Manager

  • Oct 2022 - Dec 2022

  - Got familiar with Python, Matlab, Wind, and the financial data platform of the company, developed modeling skills - Realized the quantitative models of factors mining, multi-factor-based stock picking, and risk management using Python, explored the application of Machine Learning in different models, and took model maintenance - Assisted in data arrangement, coding, and the development of analytical tools - Summarized the latest quantitative research, especially the securities trades and financial engineering, in the world Show less



Bank of Communications Co.,Ltd.

• China
• Banking
• 500 - 600 Employee

• Credit Manager Assistant

  • Jun 2022 - Sep 2022

  - Learned the operation procedures of bank loan business, assisted in clients background investigations with completing reports - Sorted out clients’ information, analyzed potential needs, helped design and promote products based on their loan intention and anti-risk ability - Classified client group based on their capital scales, industries, cash flows, and industrial layout and statuses, helped saved time in loan product designs and positioning - Learned the operation procedures of bank loan business, assisted in clients background investigations with completing reports - Sorted out clients’ information, analyzed potential needs, helped design and promote products based on their loan intention and anti-risk ability - Classified client group based on their capital scales, industries, cash flows, and industrial layout and statuses, helped saved time in loan product designs and positioning



Shenwan Hongyuan Securities Co., Ltd.

• Capital Markets
• 200 - 300 Employee

• Product Design Assistant

  • Jul 2021 - Aug 2021

  - Learned the framework of the investment researches from the macroscopic perspective to the industrial situation and the corporate level, accessed financial derivatives and financial laws - Sorted, reviewed and summarized the payment settlement receipts for OTC derivatives due and closed - Helped optimize the audit process for financial and expense management, reduced the workload of the company's daily use audit, and decreased the probability of errors. - Wrote the semi-annual meeting summary for the Financial Innovation & Securities Investment Division - Compiled a money audit manual based on working experience Show less