CIM program

• Supported product manager to make the global market outlook report for Q4 2017; responsible for US macro-economic analysis and investment thesis for emerging market bonds• Conducted function on product marketing by collecting sales material for Indian Bond Fund, designing DM for Emerging Market Bond Fund, and updating fund performance via Lipper for product, sales, and marketing use• Translated Global Economic Outlook monthly and based on this to respond to ad-hoc channel requests.

• Led a 4-member team to analyze Trump’s policies, US rate hikes, Brexit and slowing growth in China to provide client with both SAA and TAA solutions by conducting both top-down macro analysis and bottom-up fund selection• Calculated the optimal portfolio weights and drew the efficient frontier by constructing a financial model; transformed data searched by members into comparable charts, and designed the pattern of the final presentation report

• Collected equity components of top 100 medical firms among Beijing New OTC Market for executive’s research• Analyzed Phoenix Healthcare Group, the largest private hospital group in China, by categorizing and summarizing its recent M&A contracts and methods of investment between parent company and affiliated hospital groups