Investment Analysis Manager

• Nov 2019 - Present

1. Project leader of Fund (mutual & private) Distribution Platform, initiating fund retail business from 0 to 1, including:a. Establish Due diligence framework & standards following SFC's regulationsb. Establish Product selection & risk rating standardsc. Establish Fund online marketing process d. Business relationship set-up with fund houses & service suppliers e. Support Fund distribution App design including compliance logic set up, key data points design, trading logic set up, and etc. 2. Design company's wealth-management business model 3. Project leader & key streamer of uSMART Fund Webcast on Alipay live-stream4. Others: compose company's business plan, private fund operations support, high-net worth/UHNW clients' supports, and etc.

Manager Research Analyst

• Jul 2017 - Nov 2019

* Chinese Bond Fund Analysis * HK Risk Rating Project (rate Open-end funds' risk)* Analysis of Chinese Equity & Bond & Open-end Fund Market (data & report conduction)* Fund Due Diligence Project -HK 1) Conduct open-end funds' investigation reports based on Due Diligence Questionnaire required by SFC, HK2) Project Management, including standard operation process set up, schedule design, delivery management, and technical communication and cooperation3) Client services & consultancy

French Data Analyst

• Sep 2015 - Jun 2017

Research Assistant, Policy and Analysis Section, TID

• Sep 2014 - Feb 2015

Updating and Maintaining APTIAD (for internal use), Trade Data Analysis & Graphs, Writing Reports...

Chinese Teacher

• Sep 2011 - May 2013

Group and Individual Chinese Courses

Summer Replacement for Manager of Department of Asia

• Jul 2012 - Aug 2012

Language courses consulting, Organization of After-school Cultural Activities, Administration Work, Simple Accountancy

Agent of Customer Service

• Jun 2008 - Dec 2009

Products Consulting for Individual Customers, Organization of Product's Order and Delivery, After-sale Service and Customers' Satisfaction Survey

Junior Management Coordinator & Receptionist

• Aug 2007 - Mar 2008

Organization of Staffs' business trips, Management of Company's Vehicles, All work of Receptionist

Assistant of International Marketing Department

• Jan 2007 - Feb 2007

Organization of Products' Exhibition for German Client, Management of Customer Information