•Assist in preparing portfolio reviews, handled portfolio return analysis (equity and fixed income portfolio) with Bloomberg in terms of VaR, duration, Ratings, selection and allocation etc.•Created the whole automated process of portfolio risk and performance analysis: Using VBA proceeded the data cleaning and screening of portfolio; Conducted the characteristics and attribution of allocation and selection analysis of portfolio in Bloomberg; Using python generated the report summary and wrote comments from Bloomberg initial analysis report. Using VBScript and BAT files to create task scheduler in windows system.

Contributed to a project which focused on a private bank (Changsha Bank) transformation from traditional marketing modes to data-driven accurate marketing modes;Based on the customers’ behavioral data collection and experience analysis, we classified different customer labels and identified key marketing scenarios such as credit card business, loan marketing etc. to establish closed-loop management of marketing process including marketing plan, execution, evaluation, optimization;Optimized small business credit marketing process and manager’s performance assessment to make the original system more coherent and contains the whole process including marketing activity record, feedback and assessment of managers, designed the online platform prototype by using Axure RP, and made multiple discussions with our clients.

Initiated and set up a holistic database in Excel consisting of housing transaction data across 20 tier 1 and 2 Chinese cities, enabled automated data feed from Wind terminal to facilitate correlation analysis between the real estate market movement and steel price on a weekly basis;Assigned to a special research project on China’s overcapacity in steel and coal; Independently performed desktop research to collect provincial data nationwide from various research reports and industry association’s yearbook; Established a comprehensive internal database for senior management’s review.

Proactively carried out in-depth research on 15 listed companies across logistics, electrical appliance and food industries to identify potential clients; Analyzed their last three years’ annual reports to study cashflow, business, and financing history, and checked their restructuring history on Wind terminal; Handpicked 4 prospective clients and recommended products including medium-term note and short-term bond;Spearheaded a special project to study the impact of Chinese regulatory changes on bond issuance; Scrutinized four newly-approved local government special bond sales for infrastructure projects; Consolidated key information form official documents and internal research reports to update the team.

Assisted in the ABS of accounts receivable with issuance of non-public offerings of corporate bond with a combined value of 2 million for two local governments’ financing platforms that issue “urban investment bonds” to fund its development projects in infrastructure development, and housing construction;Participated in the due diligence to obtain key documents from client in response to CSRC’s queries; coordinated with client, regulators and other internal stakeholders from accounting, compliance and legal.