Yunyao Deng
Operation Specialist at Direct Access USA LLC- Claim this Profile
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Chinese (Simplified) Native or bilingual proficiency
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Chinese (Traditional) Native or bilingual proficiency
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English Professional working proficiency
Topline Score
Bio
Credentials
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Fundamentals of Quantitative Modeling
CourseraOct, 2018- Nov, 2024 -
Getting Started with Python
CourseraOct, 2018- Nov, 2024 -
Introduction to Spreadsheets and Models
CourseraOct, 2018- Nov, 2024 -
Modeling Risk and Realities
CourseraOct, 2018- Nov, 2024
Experience
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Direct Access USA LLC
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United States
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Financial Services
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1 - 100 Employee
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Operation Specialist
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Jan 2019 - Present
I Daily customer operation: - Update client information in the firm's equity system, such as client backgroud data, associated trader list and Tag50 identifiers; - Daily collection of and, review of firm's cleared trade data; investigate and correct errors and "outrades"; - Coordinate with regulatory and exchange representatives on issues regarding operations of the FCM; - Coordinate collection, verification and timely reporting to CME and CFTC of regulatory large trader data including communications with foreign clients' operations staff; II Clearing reconciliation: - Perform daily reconciliations of firm's trades, variation and fee accounts against exchanges/carrying brokers and report results to senior management; - Register and update trader information in the exchange system for International Incentive Program and other exchange membership programs clients; - Organize and archive all operation and settlement operation documents for firm record; - Help build automation technologies to support efficient clearing operations; III Analysis and reporting - Supply data to Compliance in support of firms regulatory reporting requirements; - Perform analysis and design reports of Volume Trends by Product, Exchange and other variables on a weekly and monthly basis; - Calculate and report account Net Liquidation value trends and trade related data to senior management; help design applications utilizing clearing data; Show less
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Industrial Securities Co., Ltd.
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China
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Financial Services
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1 - 100 Employee
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Investment Advisor
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Jun 2018 - Aug 2018
• Advised index investors to hold stocks for long periods during bull markets to avoid daily fluctuations by collecting and analyzing the daily closing data of the CSI 300 Index for the past ten years. • Increased the profit margins of five equity investments clients’ portfolios by investigating the rising trend of the Chinese media industry market, the layout of new media scenes, and top 10 company financial statements. • Conducted fund-investment seminars to recommend financial products to customers based on risk preferences; compiled and summarized the performance of various fund products of CIB Fund Management Co., Ltd. in the past three years. Show less
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Bank of Chongqing
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China
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Banking
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1 - 100 Employee
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Risk Analyst Intern
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Apr 2016 - Jun 2016
• Reduced loan risk by assisting client managers in pre-loan surveys, conducting loan compliance reviews and actively investigating products, financial statements, fixed assets and collateral. • Ensured available funds and correct balances while providing acceptance bill transfer service to customers. • Reduced loan risk by assisting client managers in pre-loan surveys, conducting loan compliance reviews and actively investigating products, financial statements, fixed assets and collateral. • Ensured available funds and correct balances while providing acceptance bill transfer service to customers.
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Education
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2016 - 2018
DePaul University
Master of Science (MS), Econometrics and Quantitative Economics -
2012 - 2016
Southwest University
Bachelor of management, Management -
2009 - 2012
Chongqing Nankai Secondary School
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