• Provide coverage on a variety of industries in HK & China: Software, Digital Gaming, EV, Beer, Snack. • Perform scenario analysis, compile research reports, and present investment recommendations to portfolio manager. • Conducted analysis and engaged in management discussions on IPO companies; Beyond Meat (BYND.US), XPeng (XPEV.US), Li Auto (LI.US), Bud APAC (1876.HK), Smoore (6969.HK). • Engage in thematic research (3D Printing, Cloud CDN, China Leisure, Pet Humanization, China L3 ADAS, China Solar Equipment), and identify companies with high growth potential.

• Utilize technical and fundamental analysis in tracking global markets and stock prices; compiling market reports & notes.• Performed mutual fund analysis in collaboration with in-house wealth management team.• Achieved 35th place out of 166 money management companies on Squarepoint Capital’s Alpha Capture virtual trading platform, within three weeks of participation. • Undertook detailed research on US-publicly traded companies T, BKNG, GE, and JD utilizing Bloomberg Terminal.• Contributed 20% of total publishing research on US-publicly traded companies; concentrating on fundamental analysis based on the company's products, management, and industry.

• Spearheaded strategic asset allocation using Thompson ONE analysis tool and Morningstar advisor, to enhance portfolio’s Sharpe ratio, which went up by 1 absolute point.• Guided investment strategies for senior advisors, by providing them with comprehensive weekly reports on mutual funds.• Developed wealth creation strategies and income management solutions using 40+ mutual fund products.• Added value to the Client Structured Notes Portfolio by undertaking statistical analysis and developing accurate forecasts.• Innovated custom spreadsheets utilizing modern portfolio theory to rebalance high net-worth accounts.

• Played a key role in a fledgling hedging strategy team (option strategies), which ended up turning over $500K within several months. • Provided bottom-up and technical analysis (price patterns, risk-reward ratio, retracements, and momentum indicators) for a $30M fund using structured products (Accumulator & Decumulator). The fund outperformed the benchmark by 20% in a year.• Introduced portfolio allocation strategies to capitalize on short-term to intermediate-term market opportunities.

• Assisted in selecting, selling, marketing and purchasing cosmetic products for the US market. Organized and managed cosmetic products for product exhibitions and warehouse sales.• Launched and developed company’s e-commerce platforms by organizing the stores’ initial setup, documentation, products upload, and customer relations; the e-commerce platforms included POP online store, Amazon store, Yang Matou store. The e-commerce business grew by 10% MoM since the launch of the online business.• Collaborated with warehouse manager to reduce packing costs and negotiated with delivery companies to lower shipping costs, reducing expense by 10%.

• Visited one of the top 3 Taiwan OEM factories (Inventec Group) in Shanghai to learn Supply Chain Management.• Created a screening model on Hong Kong Blue Chips stocks based on 3 metrics (P/E, ROE, and profit margin).• Researched and analyzed product mix on companies in the Dow Jones Industrial Averages.• Analyzed and managed information by entering Excel file and Data Sorting.

•Managed mortgage legal documents; confirm that the contents are well typed and organized, and also typed up the missing paperwork for the mortgage documents. •Prepared the translation on court case-related documents•Organized and helped set up for the new mediation office. I researched, bought, and setup all the office supplies for the new office.

Summer 2011•Visited Taiwan OEM factory (Inventec Group) in Chongqing and Shanghai(Inventec is one of the top five OEM factory in Taiwan) to learn and experience Supply Chain Management.•Joined the team building Fund for HK equity – collecting informationWinter 2011•Participated in Investment team to build HK equity portfolio using Accumulator /De-accumulator productsSummer 2010•Collected and analyzed stocks in HK Listed Blue Chip company by using various stock evaluation toolsSummer 2009•Collected research report from several Private/Investment Bank•Analyzed and managed information by entering Excel file and Data Sorting