海外投资部高级分析员

• Dec 2018 - Present

credit assessor

• Nov 2017 - Nov 2018

Credit Analyst

• Nov 2016 - Jul 2017

Reception Manager, Intern

• Jun 2015 - Aug 2015

1. Tailored financial product (Foreign currency, Deposit, etc.) recommendations based on client individual need. 2. Created Official Announcement report, Financial Product Adjustment plan and Service Update letter according to senior management’s direction, and follow through progress with key players. 3. Led experience exchange workshop among receptionists to collect knowledge of unique financial service needs per client demographic and submit suggestions of product adjustment to financial manager. 4. Assisted in preparation of conferences, designed PPT slides, improved data visualization and meeting minute. Show less

Fundraising Leader in Finance Administration

• Feb 2014 - May 2015

1. Organized campus events, such as Zhang & Associates, P.C. Speech events, and Chinese festival celebration. 2. Coordinated with Saks Fifth Avenue store to organize the special shopping event including budgeting, proposal and contract compiling, and claim procedure and event finance summary report form and charts designing. 3. Created documents that later become standardized template for financial planning of future events. 4. Conducted SWOT analysis in support of negotiations and networking with various organization sponsors such as business owners and schools, and key donors to engage their support of the student organizations. 5. Assisted in organizing a Chinese Spring Festival event by developing budget balance sheet and conducting cost of capital analysis to recognize budget shortage, helped resolved the problem by raising $1,000 funds and conducting a budget cut meeting. Show less

Senior Member

• Aug 2014 - Feb 2015

1. Utilized Bloomberg terminal managed data and information system for Student Stock Pitching Competition. 2. Analyzed stock performance by using both fundamental tools like financial statement and economic indicator and technical indicators, such as Elliott Wave Theory, Stochastics, and Moving Averages. 3. Valuate companies by using DCF, comparable and precedent transaction analysis, conducted data visualization for the team presentation. 4. Awarded as the best team in Stock Pitching Competition, award was decided based on team’s ability to present data insights, stock analysis and portfolio performance. Show less