Daisy Han Xu Email & Phone Number

Shanghai City, China

Shanghai City, China

Shanghai City, China

CITIC Capital Position: Analyst – Education & Financial Service • Delivered pre-market research on financial industry sectors by databases such as Wind, Capital IQ, and provided investment recommendations on each sector for supervisor.• Investigated course settings of target education companies by field research and compared competitive company courses in details, such as program length, course sizes, hour price per student, etc. PwC Deals Transaction Service… Show more CITIC Capital Position: Analyst – Education & Financial Service • Delivered pre-market research on financial industry sectors by databases such as Wind, Capital IQ, and provided investment recommendations on each sector for supervisor.• Investigated course settings of target education companies by field research and compared competitive company courses in details, such as program length, course sizes, hour price per student, etc. PwC Deals Transaction Service TeamPosition: Trainee• Participated in industry research (e.g. retails) and financial model reviews of target companies in the pre-deal stage of the project. • Conducted financial due diligence and carried out management interviews. • Analyzed operation data of target companies and provided investment recommendation in draft reports to clients. Translated and proofread final version of the report. • Decreased the team more than 50% data processing time through organizing the data package by branches via python. Show less

Shanghai City, China

• Constructed a multi-factor modelling program in python based on a quantitative stock investment strategy, which makes data extraction and computation process 20% faster• Developed the instruction of the investment strategy program for traders, saving the company 10% of their trading time• Optimized the python model structure that simplifed target stock analysis in different time periods

Shanghai City, China

- Developed a dynamic derivative arbitrage strategy with other related functions based on the financial database and built it up as a user interface platform by GUI in MATLAB- Created a unique way to filter stocks by codes to help precisely target the stocks required to develop the quantitative trading strategy- Analyzed the chosen stocks from fundamental perspective, put the stocks on the watch-list and included the related information into the strategy database

Qingdao, China

• Prepared and maintained organization of general bank documents, including deposit certifications, collateralized loan obligations and transfer vouchers• Developed models using EXCEL to compare different financial products of different banks and presented advantages of our product to attract customers• Conducted international stock market index research to support the department research report

Master Of Science (M.S.), Financial Mathematics

Activities and Societies: Graduate Investment & Finance Club, Head of Finance Service in Investment Committee Black Scholes Option Pricing.

Bachelor Of Science (Bs), Economics And Mathematics Minor, Gpa 3.82

Activities and Societies: Dean's List International Finance Project • Analyzed key ratios of the macroeconomic factors by generating data.

学士, Finance, General

National Scholarship First Class School Scholarship Outstanding Class Cadre Award