HONGRUI CHEN

• Oversee the maintenance of the Foundation’s general account ledger to ensure proper spending and accuracy of records
• Manage all PF+ assets and cash reserves (from fundraising, investments, etc.) and conduct in-depth market research to begin developing financial advice skills
• Supervise financial reporting, including filling out mandatory forms needed for compliance.

• Conducted in-depth data analysis using historical market data and real-time feeds to identify potential trading opportunities
• Assisted in backtesting trading strategies using relevant software and tools to evaluate their performance under different market conditions
• Prepared regular reports and presentations summarizing trading strategies' performance, key metrics, and recommendations for optimization, contributing to data-driven decision-making

• Participated in business improvement projects that supported Tianhong Asset Management’s business strategy
• Part of a team of analysts that met prospective clients, reviewed investment goals, prepared presentations, recommended investment products, followed up on client contacts, and helped customers meet their needs through the sale of investment and securities products
• Part of a team responsible for client delivery through business intelligence and investment decisions
• Conducted market research and generated investment holding reports, and performed needs assessments
• Assisted the financial services team with the delivery-virtually and in-person-of branch seminars and ensure appropriate follow-up from these events.

• Assisted with the development of tactical plans to promote the accomplishment of marketing goals
• Created graphic representations of data and translating complex research into easily readable content for stakeholders and other departments
• Monitored and managed the company’s social media platforms, adjusting outreach tactics as needed.

• Researched, reviewed, and translated conceptual customer needs into functional requirements
• Reviewed, understood, and analyzed the effectiveness and efficiency of existing business systems and recommend new strategies for improving, or further leveraging, those systems in the future
• Participated in land bidding-related data collection and analyzed the value of local land buildings.