Experience

Penghua Fund Management Co., Ltd.

• China
• Financial Services
• 1 - 100 Employee

• Fixed Income Trader

  • Jan 2021 - Present



Haitong Securities

• China
• Investment Banking
• 400 - 500 Employee

• Fixed Income Trader Assistant

  • Aug 2020 - Nov 2020

  • Assist the investment manager to collect and sort out the relevant data of the bond market, use wind and the scoring model of the company's credit rating system to conduct credit rating on relevant companies, maintain the transaction data of Haiyi capital management system, and have a comprehensive understanding of the daily work of the self operated trading post • Assist traders in trading cash bonds, repo, bond lending, interest rate derivatives and other related work, assist in the issuance and creation of structured products, deeply learned about FICC trading varieties such as the cash bond market and interest rate derivatives (IRS treasury bond futures), and learned the quantitative trading strategies of bulk commodity futures • Collected, sorted and analyzed historical market data of commodities and stocks, and used the investment research platform of the company to carry out back-testing and iteration of strategies Show less



Dongxing Securities Co., Ltd.

• China
• Financial Services
• 1 - 100 Employee

• IPO Assistant

  • Jul 2020 - Aug 2020

  • During the guidance period for IPO companies, cooperated with the third-party accountant to check the company's accounts, and cooperated with the project leader to complete the due diligence of IPO projects; before the IPO company's initial declaration, sorting out the application materials and writing the application documents. In the process, obtained a deep and systematic understanding of the writing of IPO application materials • During the review period of the CSRC, we discussed and predicted with the team the questions raised by the CSRC on the application documents of the IPO project company, sorted out and classified the initial Q&A of the main board, the science and technology innovation board and the growth enterprise market, and mainly analyzed the main reasons for the high gross profit rate of individual projects, so as to improve the efficiency of the preparation of the next application materials, and then improve the probability of the company's IPO success Show less



Industrial Bank Co., Ltd.

• China
• Banking
• 100 - 200 Employee

• Asset Management Analyst

  • Jun 2020 - Jul 2020

  • Established a cash flow model for the company's Asset-Backed Security (ABS) products, and evaluate the product quality according to the default rate • Input vintage data of other consumer finance companies' products, analyze, compare and summarize the quality of each product through cash flow model • Take the information of all current ABS products as the database sample, conduct linear regression with Python, and obtain accurate linear regression equation, as a tool to quickly infer the interest of ABS products in the future Show less



TIANAN Property insurance Co., Ltd.

• China
• 1 - 100 Employee

• Asset management

  • Jul 2018 - Aug 2018

  • Analyzed and consolidated statistical data used in rate reviews and rate filings • Assisted in the update of monthly actuarial exhibits and the design of actuarial exhibits • Applied mathematical and statistical techniques to extract, analyze, summarize and transform financial data sets into decision making • Provided support to investment sponsor throughout prospective investor due diligence • Gained exposure to traditional investment and alternative investment and learned about private equity investment strategies Show less