Experience

Wind Information

• China
• Financial Services
• 100 - 200 Employee

• Account Manager

  • Jun 2022 - Present

  Wind Information is recognized as China's leader in the financial data and information services industry. Wind has the deepest Chinese market financial information database and the most advanced analytics tools. In China, more than 95% of financial institutions including hedge funds, asset management firms, securities companies, insurance companies, banks, research institutions, and government regulatory institutions rely on Wind for financial data. Overseas, Wind serves 75% of Qualified Foreign Institutional Investors (QFII). Show less



Rebellion Research

• United States
• Financial Services
• 1 - 100 Employee

• Quantitative Research Intern

  • Mar 2022 - Jun 2022

  • Constructed a diversified equity portfolio consisting of 50-100 stocks using Python, and quarterly selected optimal portfolio constituents based on the invested notational from 13F Form and the long-term historical performance • Determined the weight of each portfolio constituent based on the Reinforcement Learning, and implemented a back testing rebalancing the calculated weights quarterly to minimize volatility and reduce the maximum drawdown • Constructed a diversified equity portfolio consisting of 50-100 stocks using Python, and quarterly selected optimal portfolio constituents based on the invested notational from 13F Form and the long-term historical performance • Determined the weight of each portfolio constituent based on the Reinforcement Learning, and implemented a back testing rebalancing the calculated weights quarterly to minimize volatility and reduce the maximum drawdown



Bank of China

• Banking
• 700 & Above Employee

• Business Associate

  • Dec 2017 - Aug 2018

  • Developed marketing strategies, including targeted customer outreach and incentives for Client Managers, that contributed to the quarter-end deposit levels increasing over 100% from those of the prior quarter • Increased corporate client annual retention rate by 20% in three months by collaborating with other departments to offer incentives, such as no-fee credit and debit cards for clients’ employees • Upgraded weekly branch performance reports for corporate and branch management by visualizing data through Excel• Contributed to generating a 20% increase in financial product sales over six months by analyzing client transactions to identify targeted product offerings used to attract and retain client funds • Increased business account deposits and branch ranking by offering salary debit cards and loans following data analysis Show less

• Customer Service Manager

  • Jun 2016 - Nov 2017

  • Generated at least 200 new bank accounts, 150 stock accounts, and $500,000 in financial product sales per month through marketing to customers after building good customer relationship• Designated the branch’s top-ranked Customer Service Manager in monthly sales for three consecutive months by offering clients’ satisfying financial products• Contributed to recruiting 1,000+ users in one month for bank’s new “QuickPay” application through executing marketing strategies, such as targeting new clients and clients with retail businesses, within a five-person team• Selected to represent the branch at a “Super Start” Marketing Event among all sub-branches in Sichuan Province Show less

• Bank Teller

  • Jul 2014 - Jun 2016

  • Promoted more than $500,000 financial products monthly by referring to specific product benefits determined based on clients’ individual needs