Yiru Shang
Boston,MA
Summary
Driven by analytical skills and a knack for problem-solving, I leveraged Python for data analysis at Global AI. Inc, enhancing SDG forecasts. At Fullgoal Fund Management, I streamlined AI research localization, demonstrating exceptional communication and database management. Achieved significant efficiencies in investment banking processes at Caitong Securities, underscoring my ability to collaborate effectively and deliver results.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Equity Research Department Assistant
Fullgoal Fund Management Co., Ltd.
08.2024 - 09.2024
- Assisted in the localization of AI research platforms and took meeting minutes.
- Attended roadshows of multiple securities firms, learning about machine learning and deep learning models (XGB, GRU).
- Maintained the roadshow system, cleaned analyst lists, designed product details, and created handbooks.
- Utilized WeChat bots to cleanse speaker IDs, match tags, and assess tag accuracy. Managed the database dictionary and aligned master data.
Investment Banking Department(Equity Underwriting)
Caitong Securities Co., Ltd
06.2024 - 08.2024
- Participated in IPO projects, proficiently using Rongda Zhihui Cloud to assist in project submissions for the Beijing Stock Exchange (NEEQ), and helped organize submission materials.
- Responsible for consistency checks on contracts, invoices, receipts, waybills, and accounting vouchers related to transactions during the reporting period. Accumulated over 100 confirmations, followed up on responses, recorded statistics, and prepared confirmation documentation.
- Utilized platforms such as Tianyancha and Qichacha to verify information on over 80 related companies, analyzed the impact of related parties on the company's operations, and assisted in writing industry research reports.
Quantitative Analyst Assistant
Global AI. Inc
03.2024 - 05.2024
- Used Python to clean, filter, and normalize time series data of different stocks' SDG (Sustainable Development Goals), and conducted descriptive statistical analysis.
- Implemented and compared in-sample and out-of-sample forecasts at different frequencies using regression models, with a linear regression model serving as the baseline for predicting future monthly SDG data for various stocks.
- Collected and processed ten years of daily historical data for S&P 500 stocks, built a long-span dataset, and merged financial time series data with SDG scores to create a comprehensive dataset.
Assistant, International Settlement Department
Bank of China
07.2021 - 09.2021
- Studied and mastered international settlement rules and operational skills.
- Assisted in issuing over 100 forward letters of credit, machine letters of credit, and reviewing complete sets of documents.
Education
Master of Science - Quantitative Finance
Northeastern University
Boston, MA12.2024
Cornell University
Ithaca, NY 07.2022 - 08.2024
Bachelor of Science - International Finance
Wenzhou Kean University
Wenzhou, China 07.2022 - 05.2024
Skills
Problem-Solving
Excellent Communication
Team Collaboration
Database Management
Analytical Skills
Certification
- Bloomberg Market Concepts Certificate
- Certificate in Statistical Software Quantitative Analysis from the Asian Institute of Industrial Competitiveness
- Intermediate Python and XGBoost Models Certificate from Datacamp
- Third Prize Scholarship at Wenzhou-Kean University for the 2019 Academic Year
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Timeline
Equity Research Department Assistant
Fullgoal Fund Management Co., Ltd.
08.2024 - 09.2024
Investment Banking Department(Equity Underwriting)
Caitong Securities Co., Ltd
06.2024 - 08.2024
Quantitative Analyst Assistant
Global AI. Inc
03.2024 - 05.2024
Cornell University
07.2022 - 08.2024
Bachelor of Science - International Finance
Wenzhou Kean University
07.2022 - 05.2024
Assistant, International Settlement Department
Bank of China
07.2021 - 09.2021
Master of Science - Quantitative Finance
Northeastern University
Similar Profiles
Xirong WangXirong Wang
Investment Research Data Analyst Intern at Fullgoal Fund ManagementInvestment Research Data Analyst Intern at Fullgoal Fund Management
Dylan RaiffDylan Raiff
Quantitative Analyst Intern at Verition Fund ManagementQuantitative Analyst Intern at Verition Fund Management
Tina MehtaTina Mehta
Deputy General Manager at Godrej Fund ManagementDeputy General Manager at Godrej Fund Management
Gabriel G. FaheyGabriel G. Fahey
Head of North America Talent Acquisition at Straumann GroupHead of North America Talent Acquisition at Straumann Group
Rarity JacobsRarity Jacobs
Security Supervisor at Usentra SecuritySecurity Supervisor at Usentra Security