• Completed daily, weekly, and monthly research reports regarding equity strategies in China's A-share market, focusing on small- and mid-capitalization stocks, by collecting industry news and financial ratios from the Wind database, analyzing market trends, and writing equity research reports using relative and absolute valuation methods• Researched future supply and demand of commodities, especially lithium carbonate, and overall daily trading volume and facilitated options trading within predetermined target price by fund managers• Prepared and formulated a fund prospectus based on goal and risk tolerance of clients and operated and maintained weekly and monthly fund level 1, 2, and 3 fund valuation reports• Created Excel spreadsheets to track trading strategies, profit and loss, and risk exposure

• Designed and selected option strategies for two asset management products based on analysis of current market and specific industry• Preformed in preparation, identified, and reported one internal control risk factors to management after asset and credit reviews and risk assessments• Monitored 5+ property performance throughout redevelopment cycle in support of critical capital market events • Conducted qualitative and quantitative research on cloud computing industry, compared and analyzed financial ratios and performance metrics of key players, and drafted a report about potential investments worth $10M

• Cooperated with managers to promote two sales to existing clients, assess client's needs and resources• Assessed three client's risk tolerance and facilitated senior management to design differentiated investment products• Supervised day-to-day activities of support team for complete support service coverage to 20+ clients nationally