1. Designed and developed a Portfolio Manger tool to automate the portfolio data analysis with a targeted time saving of 35%; Cooperated with US CIO portfolio team and IT to finalize the requirements thus enhancing analytics and decision-making.

2. Conducted in-depth research on the US RMBS market, analyzed the main risks and benefits, and proposed to add this new asset class to the current portfolio model, thus diversifying the portfolio and enhancing net investment income; Performed peer analysis of 20 peer companies to determine the initial investment scale of the RMBS pilot project.
 

1. Drove product strategy and roadmap of an e-commerce data loan platform by creating user stories and business scenarios.

2. Wrote logical testing scripts, tested the platform and successfully identified 20+ platform vulnerabilities in 3 weeks.

3. Supported the go-to market strategy and was central to coordination with teams across engineering, marketing and support.

1. Monitored capital markets, gathered stocks data and announcement information covering 30+ target companies through WIND financial database, and performed data analysis using Python (Numpy, Pandas, Matplotlib)

2. Built investment models for forecasting the price and returns on various equities and developed a 30-page in-depth report

3. Conducted customer research and designed investment portfolios for clients based on their risk aptitude and liquidity demand

1. Supervised an information system upgrade project by coordinating across engineering, business and finance department

2. Created project schedule and checked execution of schemes and plans using Agile development methodology

3. Negotiated with clients, wrote product requirement documents, and re-engineered business process by developing 20+ charts

4. Produced 3 presentations to show C-Level clients how this new system improved the whole workflow efficiency by 40%

1. Used Excel to complete calculations for scale and cost of engineering work for “Binhe Left Bank” development  

2. Organized weekly on-site inspections and communicated with involved parties to solve on-site problems.

3. Compiled weekly reports; recorded meeting minutes; organized documents; fulfilled key daily tasks.