Lefei Chen

⬧ Client feedback analysis: used digital tools to help analyze real-time feedback from JP Morgan Private Wealth clients with presence in 35 countries and total asset-under-management totaled $2.8 trillion.

⬧ Client service optimization proposal: issued 12 product optimization proposal, covering streamline onboarding, automated account maintenance and cross-border account information sharing based on feedback analysis results.

⬧ Macro market research: compiled daily market tracking reports and weekly market forecast reports
⬧ Closely followed global macroeconomic indicators, interest rates, and exchange rate trends
⬧ Foreign exchange trading support: used financial engineering analysis model tools such as bond yield calculation, spread analysis, yield curve, investment portfolio, and risk control for valuing currency forwards, currency swaps, etc.

⬧ Proficient in algorithms in the field of foreign exchange and currency derivatives and provided decision-making basis for foreign exchange transactions

⬧ Foreign exchange risk identification: used database tools such as Bloomberg to identify common risks in the foreign exchange market such as country risk, market risk, counterparty risk, operational risk

⬧ Organized foreign exchange transaction analysis hedging suggestions data, improved relevant analysis templates and provided customers with hedging suggestions

⬧ Created music recommendation system by analyzing audio variables including tracks, feature, genre, artists through scraping data from Spotify Web API.

⬧ Conducted regex search and visualized search based on the cleaned data imported in Elasticsearch and Kibana

⬧ Provided graph-based recommendation using Neo4j visualizing relationship within audio variables.

⬧ Developed an end-to-end travel planning app(RShiny) for travelers wanting to visit and stay in Iceland

⬧ Created a PostgreSQL database on the back end to store the needed data related to hotels, restaurants, attractions, and combinations of such for a bundled package

⬧ Built a fully functional user account system that allowed new users to create travel accounts and for existing users to access their historical travel information

⬧ Presented aspects of the app and its functionality of expert judges and received many accolades for innovation and invention