• Improved mutual fund sale strategy by adding performance valuation criteria such as Alpha, Sharpe Ratio, and Treynor Ratio in addition to the existing marketing strategy based on absolute return.• Researched on structured fund and stock index futures to provide investment advice to institutional clients regarding risk control and arbitrage opportunities in volatile Chinese stock market.• Designed wealth management plans by selecting outperforming funds based on Sharpe Ratio… Show more • Improved mutual fund sale strategy by adding performance valuation criteria such as Alpha, Sharpe Ratio, and Treynor Ratio in addition to the existing marketing strategy based on absolute return.• Researched on structured fund and stock index futures to provide investment advice to institutional clients regarding risk control and arbitrage opportunities in volatile Chinese stock market.• Designed wealth management plans by selecting outperforming funds based on Sharpe Ratio, retail clients risk tolerance, fund manager turnover ratio and asset allocation.• Conducted due diligence on New China mutual fund managers to recommend two funds to institutional and retail clients. Show less

• Provided consulting services and set up companies basic accounts for nearly 160 companies; helped to do annual government inspections of more than 200 companies.• Inspected essential information about companies basic accounts, and reported to central bank.

• Assisted in settling car accident claims, conducted on-site investigations, negotiated compensation with clients and maximized benefit of both clients and company.• Handled business reimbursement, managed payroll system and prepared income and cash flow statements.