投资顾问

• May 2021 - Present

Equity Research Analyst

• Aug 2017 - Jan 2021

产品经理 | Product Manager

• Feb 2017 - Aug 2017

1. 参与量化产品设计，设计宣传材料，通过简明的语⾔和图表向投资者展示策略及产品要素； 2. 负责整个私募基⾦产品的发⾏和运营过程，提⾼产品发⾏从产品成⽴到备案到开户的效率； 3. 跟踪产品净值并做业绩分析，及时向投资者和协会披露信息报告。 1. Design quantitative private funds and communicate with potential investors. 2. Responsible for distribution and operation processes of private funds. 3. Conduct performance analysis of private funds and disclose information to investors and AMAC. 1. 参与量化产品设计，设计宣传材料，通过简明的语⾔和图表向投资者展示策略及产品要素； 2. 负责整个私募基⾦产品的发⾏和运营过程，提⾼产品发⾏从产品成⽴到备案到开户的效率； 3. 跟踪产品净值并做业绩分析，及时向投资者和协会披露信息报告。 1. Design quantitative private funds and communicate with potential investors. 2. Responsible for distribution and operation processes of private funds. 3. Conduct performance analysis of private funds and disclose information to investors and AMAC.

业务分析师实习 | Business Analyst Intern

• Feb 2016 - May 2016

1. 每⽉计算KPI指标并直接向欧洲⾸席运营官汇报，使其对员⼯表现有直观感受； 2. 运⽤对SWIFT编码的数据分析，协助解决了⼀个德国CCP的清算问题，节省了每天近半⼩时的⼈⼯清算时间； 3. 负责管理150个员⼯的预算报告，根据⼈事变动调整预算，并对报告进⾏季度/年度的分析，帮助欧洲⾸席运营官控制⼈⼒成本； 4. 为在阿姆斯特丹， 伦敦， 和印度的部门建⽴并管理⼯作流程的数据库。 1. Run monthly KPI report and support the COO Europe in daily improvement. 2. Analyse and help to solve a reconciliation issue regarding the Germany CCPs late settlements and the SWIFT code. 3. Manage the budget of 150 employees and conduct seasonal/annual analysis; help to make human resources decisions. 4. Set up and actively manage work instruction database for desks in Amsterdam, London and India.