Conducted client segmentation analysis to support sales strategy, evaluating over 2,000 client profiles with K-means clustering.
Delivered detailed client lists and profiles, highlighting shared traits and untapped revenue potential, projected to increase sales conversion by approximately 15%.
Teaching Assistant
University of Rochester
Rochester, New York
09.2024 - 12.2024
Guided over 60 students through weekly office hours and review sessions, and contributed to a 12% higher exam performance on average.
Financial Analyst
CITIC Trust
Beijing, China
06.2024 - 08.2024
Built Monte Carlo simulation–based credit risk models for real estate bonds, improving repayment probability estimates by 15%.
Integrated regional economic and policy data into repayment forecasts, reducing projected default exposure by $3.2M.
Designed Tableau dashboards and presented results to senior leadership, enabling the approval of a new trust plan.
Quantitative Analyst
China Universal Asset Management
Beijing, China
06.2023 - 06.2023
Developed binomial tree models for convertible bond pricing, achieving 8% enhancement in valuation accuracy.
Conducted portfolio fitting and performance analysis using SQL and Wind terminal for $50M+ AUM fund strategy.
Delivered client reports that translated complex market insights into actionable recommendations.
Education
Master of Analytics
University of California, Berkeley
Berkeley, CA
08-2026
Bachelor of Science - Business Analytics & Statistics
University of Rochester
Rochester, NY
05-2025
Skills
Programming: Python (pandas, NumPy, scikit-learn), R, SQL, SAS
Visualization & Reporting: Tableau, Power BI, matplotlib, seaborn, JMP, Minitab
Business Tools: Microsoft Excel (pivot tables, VLOOKUP, financial modeling), Word, PowerPoint, WIND
Project
EV Sales Forecasting
Built predictive models (logistic regression, decision tree, Naïve Bayes) in Python to forecast new energy vehicle adoption.
Achieved 92% accuracy; evaluated model performance via ROC-AUC and confusion matrices.
Provided insights on marketing strategy and future demand forecasting to support sales growth.
Bitcoin Network Security Analysis
Modeled Bitcoin network stability using R with 450+ daily observations of hash rate, difficulty, transaction value, and etc.
Detected autocorrelation in residuals and applied Cochrane-Orcutt estimation to correct errors, improving model reliability.
Addressed multicollinearity with Partial Least Squares regression, achieving predictive R² of ~80% (training) and 84.5% (test), confirming strong predictive power.
Found thatminers’ activity (hash rate + difficulty) emerged as a key latent driver of resilience, offering insights into how volatility impacts Bitcoin network stability.
Timeline
Data Analytics Intern
Northwestern Mutual
09.2024 - 12.2024
Teaching Assistant
University of Rochester
09.2024 - 12.2024
Financial Analyst
CITIC Trust
06.2024 - 08.2024
Quantitative Analyst
China Universal Asset Management
06.2023 - 06.2023
Master of Analytics
University of California, Berkeley
Bachelor of Science - Business Analytics & Statistics