An ambitious and analytical economics graduate from Johns Hopkins University with practical experience in derivatives analysis and
investment strategy. Seeking to leverage my skills in data analysis and financial modeling to contribute to a dynamic team in the
financial industry.
Overview
5
years of professional experience
Work History
Kaiyuan Securities
Shanghai
Derivatives Analyst Intern
06.2023 - 08.2023
Job overview
Managed risk for a portfolio using delta hedging and Greeks analysis, reducing potential risks by 3%
Structured and implemented over 10 custom equity derivative solutions for clients in Mainland China's market, including Snowball
Booster, and Phoenix
Explore and tested over 20 new Snowball structures, like Parachute Snowball, Butterfly Snowball, Phoenix Snowball..
Conducted quantitative analysis on exotic options and swaps, accurately pricing and predicting success rates, supporting a 5%
increase in trading decision efficiency
Streamlined the organization and archival of daily OTC product positions, bolstering trading efficiency and data retrieval processes.
Jiayi Asset Private Equity Fund Management Co., Ltd
Chengdu
Fund Manager Assistant Intern
02.2022 - 11.2022
Job overview
Utilized a data-driven model for strategic scoring and selection, handpicking top-tier managers for diverse strategy funds within the
market
Built and dynamically enhanced the FOF investment portfolio, advancing the tracking system and tactical asset allocation
Played a key role in assisting fund managers to secure the first rank in both stability and returns on the national FOF sector for
veterans with 11-20 years in the industry, during the second half of 2022.
Chinese Student Association of University of Connecticut
Collaborated with over 50 international volunteers at multiple conferences annually, playing a key role in advocating for panda
conservation on a global scale
Partnered with expert breeders to manage the daily care of 15+ giant pandas, contributing significantly to their health and the
success of conservation efforts.
Education
Johns Hopkins University
Graduate, Master of Science from Applied Economics, Financial
Economics
Current
University of Connecticut
B.A. from Economics
05.2022
Timeline
Derivatives Analyst Intern
Kaiyuan Securities
06.2023 - 08.2023
Fund Manager Assistant Intern
Jiayi Asset Private Equity Fund Management Co., Ltd
02.2022 - 11.2022
Business Analyst Intern
China Industrial Securities International Financial Group Limited
06.2020 - 08.2020
Event and Community Engagement Coordinator
Chinese Student Association of University of Connecticut
10.2019 - 05.2022
Volunteer/Charity Coach
07.2019 - 09.2021
Volunteer
China Giant Panda Conservation and Research Center
06.2018 - 08.2020
Johns Hopkins University
Graduate, Master of Science from Applied Economics, Financial
Economics
Equity and Finance Development Intern at Kesar Securities, Ventura SecuritiesEquity and Finance Development Intern at Kesar Securities, Ventura Securities