Zhuolei He
Davis,CA
Summary
Investment Analyst Intern at TF Securities Institute, specializing in data analysis and visualization (Python, R, Excel) and adept at cross-functional collaboration. Excelled in identifying high-potential investments through comprehensive financial modeling and risk assessment, significantly enhancing client decision-making. Fluent in Chinese, English, and Spanish, merging analytical prowess with exceptional multilingual communication.
Overview
2
2
years of professional experience
Work History
Investment Analyst Intern
TF Securities Institute
Shenzhen, China
08.2024 - 11.2024
- Conducted detailed analysis of tobacco-related data from China Customs to assess import/export trends and industry dynamics.
- Analyzed financial statements and annual reports of leading publicly listed tobacco companies to evaluate their long-term investment potential.
- Identified and recommended companies with strong financial health and growth potential for long-term investments.
- Improved data visualization in research reports using R and Excel, enabling clients to make more informed investment decisions.
Strategic Analysis Intern
China Taiping Life Insurance
Shanghai, China
05.2023 - 08.2024
- Built and maintained a sustainable database containing over 80,000 records by using Python and excel to improve data accessibility and accuracy.
- Conducted solvency analysis of 56 life insurance companies based on financial statements and quarterly reports.
- Contributed to a strategic report assessing the potential closure of a telemarketing center, providing actionable insights for high-level decisions.
- Collaborated with cross-departmental teams to prepare materials for the 2023 Investor Open Day and the Third Quarter Industry Strategy Exchange Conference, enhancing stakeholder engagement.
Education
Bachelor of Science - Statistics
University of California, Davis
Davis, CA06-2025
Skills
- Investment strategies
- Data analysis and visualization (Python, R, Excel)
- Financial modeling and risk assessment
- Statistical and machine learning techniques
- Macroeconomic and industry trend analysis
- Long-term investment evaluation
- Collaborating across cross-functional teams
- Multilingual communication (Chinese, English, Spanish)
Timeline
Investment Analyst Intern
TF Securities Institute
08.2024 - 11.2024
Strategic Analysis Intern
China Taiping Life Insurance
05.2023 - 08.2024
Bachelor of Science - Statistics
University of California, Davis
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