Experience

CITIC Securities Company Limited

• China
• Investment Banking
• 700 & Above Employee

• Management Trainee

  • Nov 2021 - Present

  • Systematically learning about various types of securities, on top of that, leading portfolio managers categorized by different investment strategies. • Dived into the quantitative realm, fundamentals, factors, risk exposures of leading quantitative managers. • Exploring and managing customer relations, assisting in solidifying cooperation with local banks, and practicing sales/marketing skills. • Participated in internal research projects on edging technologies (Metaverse, Die Casting, ChatGPT) from the perspectives of technique, market, and supply chain. • Led cooperate video productions from shooting to post-editing. Show less



China Securities Co., Ltd.

• China
• Financial Services
• 300 - 400 Employee

• Investment Banking Intern Quantitative Analyst

  • Aug 2021 - Sep 2021

  •Studied Asset Allocation Theory and pertinent Multi-Factor Models, utilized Excel to calculate key performance indicators of investment portfolios such as volatility, sharp ratio, max drawdown, etc. •Researched in Risk Parity theory, and used Python to create models and solve for optimal weights among assets. •Integrated Principal Component Analysis method into Python codes to backtest portfolio performance and generate optimal subsets of factors under different circumstances. •Learned about technical analysis methods such as the “Chan Theory” and its pros and cons. Show less



Golden Credit Rating International Co., Ltd.

• Beijing, China

• Internship Trainee

  • May 2018 - Jul 2018

  During my internship, my responsibilities were assisting in gathering and organizing financial news and data, completing “follow-up tracking” and participating in weekly evaluation reports of client companies During my internship, my responsibilities were assisting in gathering and organizing financial news and data, completing “follow-up tracking” and participating in weekly evaluation reports of client companies