Experience

CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Vice President

  • Jan 2021 - Present

  Provide Chinese prime brokerage services, to offshore clients, mainly QFII/RQFII and WOFE. Services including onshore margin trading, securities borrowing & lending (SBL), short selling, etc.

• Senior Analyst

  • Aug 2016 - Jan 2021

  Provide Chinese domestic prime brokerage services, including onshore margin trading, securities borrowing & lending (SBL), short selling, etc.



Bristol Myers Squibb

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Summer Intern

  • Jun 2015 - Aug 2015

  • Conducted literature research and provided statistical tool recommendations, which are powerful yet simple to institute for selecting drug elements • Conducted product quality simulation against specified validation procedure, proposed a modification plan to current validation criteria accordingly, which was accepted by manufacturing site • Provided a future state decision tree with supporting rationale and recommended analysis scenarios for each of the drug manufacturing lifecycle validation stages Show less



Duke University - The Fuqua School of Business

• United States
• Higher Education
• 500 - 600 Employee

• Research Assistant

  • Sep 2014 - Apr 2015

  1. Conducted database integration for corporation’s voluntary disclosure information from Wall-Street Journal between 1957-2005 2. Discovered several important underlying relationship among voluntary disclosure, cost of capital and market liquidity with data mining technique 1. Conducted database integration for corporation’s voluntary disclosure information from Wall-Street Journal between 1957-2005 2. Discovered several important underlying relationship among voluntary disclosure, cost of capital and market liquidity with data mining technique



Citi

• United States
• Financial Services
• 700 & Above Employee

• SME Risk Analysis Assistant (intern)

  • Jul 2013 - Sep 2013

  1. Conducted the estimation of corporation’s fiscal solvency according to historical statistical data, thereby forming proper loan strategies to different categories of clients 2. Assisted in the customer risk-rating and speeded the process up over 20% by improving the corporates data input process greatly 1. Conducted the estimation of corporation’s fiscal solvency according to historical statistical data, thereby forming proper loan strategies to different categories of clients 2. Assisted in the customer risk-rating and speeded the process up over 20% by improving the corporates data input process greatly



Chinese National Technological IMP.&EXP. Corp.

• Genertec Plaza, No. 90 Xisanhuan Zhonglu, Fengtai District, Beijing, China.

• Data Analyst Intern

  • Jun 2012 - Sep 2012

  1. Implemented linear optimization for oilfield development planning, then predicted the oil output with time-series predictive modeling, which obtained an accurate result with relative error less than 1% 2. Conducted Data Visualization for corporate’s future income estimation with Monte-Carlo Simulation 1. Implemented linear optimization for oilfield development planning, then predicted the oil output with time-series predictive modeling, which obtained an accurate result with relative error less than 1% 2. Conducted Data Visualization for corporate’s future income estimation with Monte-Carlo Simulation



CPA Australia

• Australia
• Accounting
• 700 & Above Employee

• Office Assistant

  • Jun 2011 - Aug 2011

  1. Investigate the cooperation situation between targeted colleges and major institutions of Certified Accountants (ACCA, HKICPA etc.) to help CPA Australia determine the cooperation strategy. 2. Negotiated with managers from hotels near Dongfang Square to help the CPA Australia to determine its long-term conference hall, and gained a discount rate between 15% - 25%. 3. Assist the company with regular conferences holding, document collating, formal member reception and so on. 1. Investigate the cooperation situation between targeted colleges and major institutions of Certified Accountants (ACCA, HKICPA etc.) to help CPA Australia determine the cooperation strategy. 2. Negotiated with managers from hotels near Dongfang Square to help the CPA Australia to determine its long-term conference hall, and gained a discount rate between 15% - 25%. 3. Assist the company with regular conferences holding, document collating, formal member reception and so on.